Confidential User
Email: ********@***********.***
Address:
City: Mashpee
State: MA
Zip: 02649
Country: USA
Phone: 508-***-****
Skill Level: Any
Salary Range:
Primary Skills/Experience:
Performance driven achiever in direct-to-customer marketing and sales. Twenty plus years skilled experience in the mortgage banking field with a consistent history of loan origination growth and customer retention. Developed a book of business based on superior service to customers and referral partners. Retained customers through maintaining an effective Customer Retention system of e-mail marketing, direct mail and telephone follow up. Increased sales volume and branch profitability through goal setting, accountability to stated objectives and deadline oriented practices.
Educational Background:
High School Dipolma from Boston College, Chestnut Hill MA 1/2001 to 5/1972 (Marketing)
Job History / Details:
Career Focus
Performance driven achiever in direct-to-customer marketing and sales. Twenty plus years skilled experience in the mortgage banking field with a consistent history of loan origination growth and customer retention. Developed a book of business based on superior service to customers and referral partners. Retained customers through maintaining an effective Customer Retention system of e-mail marketing, direct mail and telephone follow up. Increased sales volume and branch profitability through goal setting, accountability to stated objectives and deadline oriented practices.
Summary of Skills
Process development
Complex problem resolution
Campaign performance tracking
Internet marketing
Customer service
Computer skills
Data management
Sales presentations
Accomplishments
Designed and developed an in-house training program that resulted in retaining sales staff and increased sales production by over 50 percentage . Managed the on-site training of existing and newly hired inside sales staff.
Successfully completed State and National licensing courses and earned Mortgage Loan Originator license in 2010. I have successfully completed all Continuing Education courses and supplemental courses required to maintain MLO license.
Professional Experience
December 2011 to Current
POLI Mortgage Group
Mortgage Loan Originator
Worked in a Branch Team environment in newly established branch of an established Massachusetts based residential mortgage lending company.
Objective is to grow sales and retain present customers for future business and referrals.
Originated mortgage loans for home purchase and refinance customers.
Participated in all sales development and improvement programs made available by Sales Management team.
Goal setting, sales tactic implementation, best sales practices development.
October 1991 to November 2011
Mortgage Loan Originator
Joined team of mortgage loan originators in a start-up mortgage brokerage firm.
Built sales from existing book of customers and telemarketing prospects.
Developed company brand awareness through direct mail and e-mail campaign.
Developed additional awareness and referral network through direct sales to referral partners in the real estate and financial services fields.
Over a period of 20 years I worked for firms from as small as 8 employees to large national lending institutions such as Wells Fargo and GMAC Retail Mortgage.
Built a book of business of over 600 customers.
At various stages of my mortgage lending experience I was able to originate upwards of three million dollars in loans per month.
Utilized company sponsored marketing programs and materials as well as programs provided by third party companies, specifically designed to build brand and product awareness.
Basis of marketing programs was to maintain customer retention through loyalty, new products and program developments and market fluctuations.
January 1984 to January 1999
Commercial Real Estate Sales and Leasing
Earned Massachusetts Real Estate Sales license in 1984 and conducted real estate sales and leasing activities in the South Shore region of Massachusetts.
Sold commercial buildings, office and industrial condominium properties and leased office and industrial space for a range of building owners and developers.
January 1973 to January 1983
Manufacturing Management and Sales
Worked as a manufacturing manager in a family owned plastics injection molding company.
Developed work flow system to keep production schedules and machine scheduling synchronized with delivery dates.
Managed inventory of raw materials using effective inventory control methods.
Maintained cost effective levels of raw materials and maximized company profitability by negotiating best pricing and delivery practices with vendors.
Managed production and sales staffs to maximize profits.
Managed hours of operations and wage and salary plans for a company staff of sixty employees.
Grew company sales from $1.0 million per year to $1.8 million per year.
Developed three year strategic growth plan including sales forecasting, marketing and financial analysis.
Created a regional direct sales program by developing an effective manufacturers representative organization.
Education
1972 Boston College Chestnut Hill, MA
Bachelor of Science Degree Marketing
Professional Affiliations
Past President, Past Treasurer, Charter Member Mashpee Rotary Club.
Paul Harris Fellow-Rotary International
Eucharistic Minister, Faith Formation Instructor-Christ the King Church Mashpee, MA
Member Board of Directors-Cape Cod Children's Museum, Mashpee, MA
Additional Information