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Loan officer, Assistant, Licensed 215 Insurance, Banking

Location:
Port St. Lucie, Florida, United States
Salary:
45-60k
Posted:
November 20, 2018

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Resume:

ED MILLER

**** ** **** ******* ****** Port St. Lucie, Florida 34986 772-***-****

ac7q5w@r.postjobfree.com

SKILLS PROFILE

- Over 20 years sales experience Banking, Insurance, Mortgages, B2B

- Face to face interactions

- 15 years telemarketing experience not on resume

- Highly proficient in Word, Excel, Power point

- Easily adapts to new software programs

Senior Production Assistant/Home Mortgage Consultant Oct 2017- Present

SWBC Mortgage/American Financial Network

- NMLS Licensed and also originates new loans

- Accountable for obtaining closed and booked mortgages by sourcing existing clients, new realtor relationships, and builder accounts.

- Marketing Martin and St. Lucie County territory by devising a technique for introducing Eagle concept and product to clients and referral partners.

- Develop strategies for penetrating a client master list.

- Serving as a product specialist and trainer for new hires as needed.

- Perform specific tasks assigned by Loan Officer assisting in the timely submission of complete loan application files

- As needed, interact with operations partners (processing/closing/UW ) to provide the best customer service and most efficient origination practices

- Ensure files move through processing and closing in a timely manner

- Meet with clients to complete necessary documents

- Follow up with clients at all times, keeping them informed of the loan process

- Systematically store and maintain client data and files

- Daily illustration of excellent customer service skills with clients and applicants to ensure client retention

- Proficiently assist in the development of financial objectives in association with Loan Officer present customer database Senior Production Assistant/Home Mortgage Consultant Sept 2014- Oct 2017

Eagle Home Mortgage

- NMLS Licensed and also originates new loans

- Accountable for obtaining closed and booked mortgages by sourcing existing clients, new realtor relationships, and builder accounts.

- Marketing Martin and St. Lucie County territory by devising a technique for introducing Eagle concept and product to clients and referral partners.

- Develop strategies for penetrating a client master list.

- Serving as a product specialist and trainer for new hires as needed.

- Perform specific tasks assigned by Loan Officer assisting in the timely submission of complete loan application files

- As needed, interact with operations partners (processing/closing/UW

) to provide the best customer service and most efficient origination practices

- Ensure files move through processing and closing in a timely manner

- Meet with clients to complete necessary documents

- Follow up with clients at all times, keeping them informed of the loan process

- Systematically store and maintain client data and files

- Daily illustration of excellent customer service skills with clients and applicants to ensure client retention

- Proficiently assist in the development of financial objectives in association with Loan Officer present customer database Home Mortgage Consultant

Sept 2013-Sept 2014

EverBank

- Accountable for obtaining closed and booked mortgages by sourcing existing clients, new realtor relationships, and builder accounts.

- Marketing Martin and St. Lucie County territory by devising a technique for introducing Everbank concept and product to clients and referral partners.

- Develop strategies for penetrating a client master list.

- Serving as a product specialist and trainer for new hires as needed. EXCELLENT REFERENCES UPON REQUEST

Harbor Community Bank

Mortgage Consultant

May 2013-Sept 2013

- Perform sales activities to promote the Institution in a positive manner and develop profitable working business relationships with mortgage brokers, realtors and builders to result in increased loan volume.

- Ensure loan pipeline is consistent with yearly forecasted volume goal

- Responsible for collecting and submitting necessary forms and documentation to processing department Home Mortgage Consultant

2006-2009;2010-2013

Wells Fargo Bank NA

- Increased productivity by 15% ; despite challenges in the real estate market

- Originate high quality loans which meet WHFM guidelines while providing excellent customer service

- Develop knowledge of company products, policies and procedures, and underwriting requirements

- Inform prospective and existing customers of WFHM programs, rates, policies, underwriting requirements, and loan procedures

- Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk

- Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in OBJECTIVE

To secure a sales/marketing, insurance, management or training position with an established organization with a stable environment that will recognize my talents, and lead to a beneficial relationship. EDUCATION

AA Degree, Indian River State College, Ft. Pierce, Florida, Major: Marketing (3.1 GPA in field of concentration)



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