TOM STEVENS
Tualatin, OR *7062
Home: 503-***-**** E-Mail: abmqkh@r.postjobfree.com
PROFILE
Well-qualified and results-oriented Mortgage Broker with over 25 years of
successful experience in positions of increasing responsibility and duties.
Top-performer with track record of consistently meeting or exceeding sales
goals and customer expectations. Skilled at educating customers on
financing products and recommending best options that meet their short-term
and long-term needs.
Extensive knowledge of Conventional, FHA / VA and various FNMA / FHLMC
rates and products. Broad organizational skills with the ability to handle
and prioritize multiple tasks simultaneously.
PROFESSIONAL EXPERIENCE
Willamette Valley Bank dba: Bank of Oregon, Portland, Oregon 2009 -
present
* Manager / Loan Officer at Portland home loan branch
* Directed and coordinated daily activities including office
management and mortgage sales for loan officers and processors
* Aligned operations with corporate policies/procedures and
* state and federal regulations
Bridgeport Mortgage Group, Inc., Portland, Oregon 2006 - 2009
President / Owner
* Generated annual loan volume of up to 50 million
* Increased gross sales in second year of operation by 30%
* Responsible for all aspects of operating the business,
including
recruiting and training sales team, managing office staff,
approving
transactions, overall P&L responsibility.
2.
Stevens Mortgage Company, Lake Oswego, Oregon 1991 - 2003
Senior Vice President
* Co-founder
* Responsible for training and supervising a sales team of 14 loan
officers with annual sales volume exceeding $200 million.
* Created and perfected highly effective referral based programs
revolving around assisting referring partners, including real
estate
agents, developers, accountants, financial consultants.
EDUCATION
B.S., Finance - West Virginia University 1980
PROFESSIONAL LICENSES'
HUD - FHA Title II - Loan Correspondent - ID Number 26973-0000-8
ODVA (Oregon Dept. of Veterans Affairs)
Oregon Mortgage Broker's Lic. # ML-4310
AFFILIATIONS
Oregon Association of Professional Mortage Brokers
National Association of Mortgage Brokers
PROFESSIONAL TRAINING
Encompass 360 software, Calyx Loan Origination software, Desk Top
Originator, National Mortgage Licensing System, Oregon Continuing
Education, Todd Duncan Leadership classes and training, Microsoft Office.
Relocating to Scottsdale, AZ in early 2010