Manager Sales

Jennifer E. McNeil, MTS

Email: ********@********.***

Address:

City: Charlotte

State: NC

Zip: 28227

Country: USA

Phone: 704-***-****

Skill Level: Any

Salary Range:

Primary Skills/Experience:

Analyst and mortgage banking professional with experience and success in helping clients optimize financial solutions. Demonstrated skills in analyzing current market conditions, understanding industry trends, and recommending most appropriate courses of action for clients and partner companies. Able to build strong, sustainable relationships with internal and external individuals. Perform effectively under high-pressure situations. Maintain highest ethical standards.

Educational Background:

High School Dipolma from Gordon Conwell Theological Seminary, Charlotte NC 1/2001 to 5/2002 (Christian Ministry Counseling)

High School Dipolma from NC Agricultural & Technical State University, Charlotte NC 1/2001 to 11/2012

Job History / Details:

Objective

Career Targets: Private Equity Analyst, Data Reporting Analyst, Bank Analyst

Industry Targets: Hedge Funds, Investments, Real Estate, Financial Services, Telecommunications

Additional Information: Completion of MTS Degree, Enrollment in Current Human Services Program

Career Focus

Analyst and mortgage banking professional with experience and success in helping clients optimize financial solutions. Demonstrated skills in analyzing current market conditions, understanding industry trends, and recommending most appropriate courses of action for clients and partner companies. Able to build strong, sustainable relationships with internal and external individuals. Perform effectively under high-pressure situations. Maintain highest ethical standards.

Summary of Skills

-Relationship Building/Cultivation

-Sales Negotiations & Closing

-Asset/Wealth Management

-Financial Solutions Development

-Analytical & Quantitative Skills

-Strategic Research & Analysis

-Consultative Selling Approach

-Investment Options & Solutions

-Sales Forecasting & Modeling

-Deal Flow Management

-Real Estate Development

-Workflow Planning/Prioritization

Accomplishments

Management

Directed marketing team of 12 direct reports

Supervised creation of marketing strategies/plans and ensured operations were within budget constraints.

Product Roll-Out

Responsible for marketing for product launch including public relations, direct mail pieces, trade shows, sales training and e-mail campaign.

Organizational Development

Implemented strategy targeting high-profile clientele.

Replaced industry leader within 9 months of product launch.

Professional Experience

May 2012 to Current

Quicken Loans Charlotte, NC

Underwriter

Responsible for initial underwriting for conventional mortgage loans by analyzing credit, income, and assets.

Provide work direction and/or training to team members and provide performance feedback to supervisor/manager.

September 2010 to April 2012

Wells Fargo Home Mortgage Charlotte, NC

Consumer Loan Underwriter III

Responsible for reviewing, analyzing, approving and underwriting large, unusual or complex individual consumer requests and products within company and industry guidelines.

Functions include reviewing financial statements, credit reports, and applicable ratios (i.e.

Debt ratios, loan-to-value); evaluating credit risks; examining transactions to ensure accuracy and completeness; preparing formal reports for review; ensuring that documents are consistent and uphold to company and industry guidelines; implementing fraud detection techniques, performing compliance reviews; assisting with re-negotiations of loans based on lending guidelines; contacting customers and partners to gather information to make appropriate decisions, explain rationale behind credit decision.

Provide work direction and/or training to team members and provide performance feedback to supervisor/manager.

Underwriting authority up through $417k.

February 2009 to September 2010

Wells Fargo Home Mortgage Ft. Mill, SC

Loan Document Specialist Team Leader

Responsible for performing a variety of loan documentation duties on moderately complex loans, using comprehensive knowledge of policies and procedures for loan products.

Functions include: processing; closing and compliance for loan products; interpreting policies while analyzing applicant, property and documentation; ordering all required verifications, documentation and subsequent follow ups.

Underwriting authority up to $417k.

May 2007 to Feb 2009

Wells Fargo Financial Charlotte, NC

Sr. Credit Manager

Sell financial products.

Provide financial advice and great service.

Coach Credit Managers.

Project Management.

Underwriting authority up to $417k.

February 2002 to May 2007

Wells Fargo Home Mortgage Cornelius, NC

Sr. Home Mortgage Consultant

Build strong and long-lasting relationships with your customers to help them reach their personal and financial goals through home ownership.

Learn about the newest and most innovative mortgage solutions.

Possess the resilience needed to thrive in the ever-changing environment of the mortgage industry Have the drive to meet or exceed your sales goals while providing extraordinary service to your customers.

Enjoy competition and want frequent recognition and rewards for top performance.

Take pride in actively building long-term relationships with your customers.

Underwriting authority up to $150k.

Education

May 2002 Gordon Conwell Theological Seminary Charlotte, NC

Master of Theological Studies Christian Ministry Counseling

Dec 1997 NC Agricultural & Technical State University Greensboro, NC

Bachelor of Arts Political Science English

Certifications

Independent Real Estate Signing Agent since 2004

Notary Public since 1998

Technical Skills

Skills Experience Total Years Last Used

Windows, Salesforce, SQL, Oracle Intermediate 9 2012

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