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Customer Service Real Estate

St. Louis, Missouri, 63103, United States
August 12, 2018

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Donna Merollis

**** ****** **.

St. Louis MO ****3



Articulate Loan Originator driven to succeed. Strategic planning and client relationship management expert. Mortgage Broker with management experience and exceptional people skills. Versed in Caylx and Underwriter certificate. Desires a challenging role as a Loan Originator.



File/records maintenance


Proficiency in CALYX

Microsoft Office

Financial records and processing

Computer proficient

Contract negotiation/review/drafting

Quick learner


American Home Lending USA, LLC St. Louis MO

Satellite Branch Manager January 2004 to April 2014

Effectively controlled the release of proprietary and confidential information for general client lists.

Provided onsite training.

Prepared correspondence, accounting and financial documents for analysis.

Successfully led key projects which resulted in Closing Loans

Increased sales by 17% over a two-year period.

Chase Manhattan Bank St. Louis MO

Loan Officer April 1999 to March 2004

Created financial analysis reports of commercial real estate, borrowers' financial statements, lease reviews and market research.

Achieved proper compliance and accurate executive level reporting.

Supervised preparation of documents, financial models, and presentations.

Worked with potential investors to support IPOs and ensure success.

Loaded consumer loan applications into the CALYX loan processing program.

Executed financial due diligence and created a valuation model to establish enterprise value and purchase price.

Collected company information and developed PowerPoint presentations for use in decision-making.

Maintained extensive Rolodex of corporate sales leads.

Received regional branch recognition award for outstanding customer service.

Collaborated with legal and accounting counsel to develop marketing strategies for estate and business succession planning insurance.

Education and Training

Mortgage Broker St. Louis MO

Mortgage Broker License 2003

Florissant Valley community college St. Louis MO

Finance 2001

Gundaker Real Estate St. Louis MO

Completed professional development in REAL ESTATE 1999

Activities and Honors

Member, Small Business Association 2008 - Present

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