Donna Merollis
St. Louis MO ****3
ac6m6c@r.postjobfree.com
Summery
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.
Skills
Results-oriented
File/records maintenance
Client-focused
Proficiency in CALYX
Microsoft Office
Financial records and processing
Computer proficient
Contract negotiation/review/drafting
Quick learner
Experience
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