Sales Customer Service

Jim Forrest

Email: abqh5w@r.postjobfree.com

Address: ***** * ********** **.****

City: Parker

State: CO

Zip: 80134

Country: USA

Phone: 469-***-****

Skill Level: Director

Salary Range: $60,000

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

18363 E. Mainstreet

# 2-104

Parker, CO 80134

Phone 469-***-****

E-mail: abqh5w@r.postjobfree.com

Jim Forrest

Summary of qualifications

Primary sectors of experience include Oil Gas Joint Venture (DPP/PPO) sales; Mortgage Lending; and Senior level management of Commercial Banking and Savings Loans institutions. Extensive experience at all levels of management, primarily in the financial products/services sector, including all aspects of the mortgage lending sector, financial advisory services sector, and at the executive level of commercial banking/savings loan institutions. Entrepreneurial background, having formed and operated two businesses, including a mortgage brokerage and a management consulting company. Hired, trained, and supervised mortgage loan originators, loan processors and administrative personnel. Direct experience in the sales process and follow-up servicing of clients in the mortgage origination sector; investor clients in the financial advisory sector, and the full array of commercial banking/savings loan services. Extremely adaptable and capable regarding type of industry, job duties level of responsibility. I am a very quick study and easily adjust to varied concepts and responsibilities. I have willingly changed career tracks as business and economic environment changes have dictated.

Extensive experience in developing clients utilizing my knowledge, sales, and communication skills, primarily in varied sectors of the financial services industry, with positions including financial advisor/registered representative; mortgage origination; management of numerous organizations and at every level; and the organization, ownership and management of new companies. I also achieved much success at the executive level within the Commercial Banking and Savings Loan industries for fifteen (15) years.

Securities Licenses: FINRA Series 7 66; Life, Health, Annuities, Long-term Care

Work experience

September 2012 Present Kinney Recruiting, LLC, Austin, TX

Marketing Representative/Recruiter

Recruitment of Partners and Associates to be placed with the AMLAW200 (top 200 international law firms). Telephone contact with Partners and Associates at top law firms nationally to generate candidates for placement. Intensive interviews with potential candidates to ascertain that they meet stringent qualifications and to determine their level of interest in changing firms. This is a part-time position, and I operate out of an office in my home.

February 2011 February 2012 Evans Energy II, Plano, TX

Registered Representative/Associate Broker

Sales of Direct Participation Programs/Private Placement Offerings of Joint Venture Partnerships in Oil Natural Gas Drilling Programs to High Dollar Net Worth and Income (Accredited) Investors, primarily utilizing cold calling concepts plus frequent face-to-face presentations of the drilling projects. Also, coordinated and conducted Investor visits to the drill sites.

March 2010 January 2011 Grand Financial, a subsidiary of Grand

Energy, Addison, TX

Registered Representative/Associate Broker

Sales of Direct Participation Programs/Private Placement Offerings of Joint Venture Partnerships in Oil Natural Gas Drilling Programs to High Dollar Net Worth and Income (Accredited) Investors, primarily utilizing cold calling concepts plus frequent face-to-face presentations of the drilling projects. Also, coordinated and conducted Investor visits to the drill sites.

November 2009 February 2010 Texas Securities, Inc., a subsidiary of

Crown Exploration Carrollton, TX

Registered Representative

Sales of Direct Participation Programs/Private Placement Offerings of Joint Venture Partnerships in Oil Natural Gas Drilling Programs to High Dollar Net Worth and Income (Accredited) Investors, primarily utilizing cold calling concepts plus frequent face-to-face presentations of the drilling projects. Also, coordinated and conducted Investor visits to the drill sites.

February 2008 October 2008 Wachovia Securities Dallas, TX

Financial Advisor

Entry Level Financial Advisor with the first 5 months spent studying and testing for the required licensing for this position, including FINRA Series 7 and Series 66 licensing, and State of Texas licensing for life, health, long-term care, and variable annuities. My examination results were outstanding, with scores of 92, 91, and 94 respectively on the previously listed examinations.

Consulted with clients and potential clients to develop and implement a total financial plan to address their investment needs and risk tolerance. Researched and marketed various investment alternatives including stocks, bonds, mutual funds, annuities, certificates of deposit, money market funds and insurance. Prepared sales presentations for clients and potential clients. Developed business through customer referrals and cold calls.

I began production on June 30, 2008, just as the financial sector began to implode with the failures/bail-outs of Bear Stearns, Lehman Brothers, Fannie, Freddie, Merrill Lynch, Morgan Stanley, IndyMac Bank, Countrywide, Washington Mutual (WaMu), and Wachovia Bank.

June 2004 February 2008 Self-Employed Mortgage Loan Originator Mortgage Loan Originator

Brokered loans primarily through Texas Mortgage Hunters, Broad Solutions Lending, and Union National Mortgage.

Utilized interviewing, sales, and communication skills to interact with potential borrowers/clients to develop the best solution for their specific financing situation. Originated all types of residential mortgage loans including VA, FHA, Conventional and Sub-Prime, brokering the loans through an extensive network of national lenders. Obtained automated underwriting approval through a variety of systems including Desktop Originator/Desktop Underwriter, Loan Prospector, E-Magic, and numerous lender proprietary systems. Obtained lender pre-approval from numerous sources for Sub-Prime loans. Closely monitored the progress of each loan through the originating, processing, underwriting and closing processes. Physically processed my own loans for quite some time; then as volume increased, I farmed this task out to an independent processing firm. Developed new business through customer referrals, realtors, builders and follow-up of leads generated through internet websites and direct mail programs.

June 1997 June 2004 Continental Mortgage Company Tulsa, OK

Partner and Senior Loan Officer

Organized, incorporated and operated a residential mortgage brokerage company. Hired, trained and managed loan originators, loan processors and receptionist. Originated all types of residential mortgage loans including VA, FHA, Conventional and Sub-Prime, brokering the loans through an extensive network of national lenders.

May 1995 May 1997 Commercial Financial Services Tulsa, OK

Team Leader/Account Executive Mortgage Loan Workout Specialist

Hired, trained and supervised a team of five (5) Loan Officers/Workout Specialists to handle the negotiated workout arrangements of a large portfolio of non-performing (Forebearance Program) HUD loans by establishing revised payment plans, refinances or property sales to rectify loans that had been in HUD Forbearance for as long as eight (8) years with large accumulations of accrued unpaid interest and escrow deficiencies.

September 1993 May 1995 Superior Federal Bank Fayetteville, AR

Branch Manager Mortgage Loan Officer

Responsible for opening the NW Arkansas office. Hired, trained and supervised three Mortgage Loan Originators, two processors and an Administrative Assistant/Receptionist. Also originated all types of residential mortgage loans including VA, FHA, and Conventional. Utilized sales and communication skills to interact with potential borrowers/clients to develop the best solution for their specific financing situation. Closely monitored the progress of each branch loan through the originating, processing, underwriting and closing processes. Developed new business through customer referrals, realtors, builders and follow-up of leads.

March 1992 August 1993 Shearson Lehman Brothers Fort Smith, AR

Financial Consultant

Consulted with clients and potential clients to develop and implement a total financial plan to address their investment needs and risk tolerance. Researched and marketed various investment alternatives including stocks, bonds, mutual funds, annuities, certificates of deposit, money market funds and insurance. Prepared sales presentations and conducted seminars for clients and potential clients.

April 1987 February 1992 Management Consultant Fayetteville, AR

Owner/Consultant

Provided financial, management and business consulting services to small businesses and financial institutions. Developed clientele through referrals, networking, direct mail and cold calls.

July 1986 April 1987 Territory Savings Loan Seminole, OK

President and CEO

Managed the institution through a contract arrangement with the Federal Home Loan Bank of Topeka, Kansas who had taken control of the institution due to massive capital deficiencies and mismanagement. This was prior to the establishment of the Resolution Trust Corporation (RTC). Developed workout plans for large numbers of commercial and consumer non-performing loans. Developed and implemented internal policies, procedures and controls. Marketed and sold numerous non-performing assets. Heavy involvement in the local community to re-establish credibility and retain customer relationships. Developed and marketed a Bid package which resulted in the sale of the institution to Commercial Federal Savings and Loan of Iowa which fulfilled my contract.

September 1983 July 1986 First National Bank The Woodlands, TX

President Chief Executive Officer

Organized this commercial bank through the De Novo charter process. Developed all the internal policies, procedures and controls. Hired, trained and managed the entire staff including commercial, consumer and mortgage loan officers; lending support staff, new accounts, tellers, and customer service clerks. Conducted board and loan committee meetings. Developed deposit and loan clients through community involvement, sales calls, referrals, and through the design and implementation of media marketing programs. Functioned as commercial and consumer loan officer within lending limits as approved by the Board of Directors.

August 1974 September 1983 City National Bank Fort Smith, AR

Senior Vice President and Cashier

Managed the full-service branch network and all the operations functions including correspondent banking, commercial account cash management, branch network lending staff, customer service/bookkeeping, new accounts and tellers.

Education

1979 - 1981 Southern Methodist University, Dallas, TX

Southwestern Graduate School of Banking

Degree in Commercial Banking

Class Vice President, Chairman of Evaluation Committee, Member of

Curriculum Committee.

References

To be provided upon request

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