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Customer Service Account Executive

Simpsonville, South Carolina, United States
January 31, 2019

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*** ******** ***** *****, ************, SC 29681 ■ H: 615-***-**** ■

Friendly and enthusiastic Account Executive with 15 years of specialization in Financial Services Industry. Able to learn new tasks quickly and proficient in growing key customer relationships. Represent establishment with friendly, professional demeanor at all times. Eager and excited to use my knowledge, experience and diverse skill set in a new market. Proven sales track record Accomplished in relationship selling Trained in Business Development Friendly, cheerful and approachable Self-sufficient Strong sales and customer service skills Demonstrated time management and

organizational skills

Sr. Processor / Jr Underwriter, 09/2016 to 06/2018 Carrington Mortgage Services, LLC / Security National Mortgage Company / Peoples Bank

– Brentwood, Tn

Process and Underwriter Mortgage Loans from Origination to Closing. Build and Maintain Relationships with Clients and Business Partners. Conduct research and problem solving techniques to ensure compliance with customer loyalty, quality and timeless standards.

Account Executive / MBS Trader, 03/2015 to 04/2016 Kirkland Financial / Investors – Goodlesville, TN

Build and maintain strong relationships with our institutional clients, which includes corporations, financial service providers, and fund managers.

Active client engagement on an ongoing basis including sourcing new opportunities, execution of live deals, and managing existing client relationships. Marketing and distribution of asset-backed securities including engaging with institutional investors and managing rating agency process.

Perform due diligence on securitization and investment opportunities, which includes market research, on-site evaluation, analytical risk-based modeling and asset valuation work, and assessment Professional Summary



of legal, regulatory compliance and other risks. Review and negotiate underlying deal documentation and conduct transaction structuring. Account Executive, 08/2014 to 11/2014

Cherrywood Commercial Lending, LLC – Diamond Bar, CA Identified, acquired and grew new Mortgage / Financial Business in a new market to include Financial Institutions, Mortgage Companies and Corporations. Executed all phases of the Sales Life Cycle, including lead generation, sourcing, loan policies, structuring, product knowledge, and financial analysis. Grew a Business Portfolio of over one hundred Business Partners in a short time period. Secondary Marketing Specialist, 08/2009 to 11/2013 Reliant Bank / CMCO Mortgage – Franklin, TN

Acted as the liaison between investors and internal leaders. Analyzed Investment options and make suggestions for potential purchases. Monitored Lock Desk, Guidelines and Policies. Verify and maintain investor loan registrations. Created and Developed product training to operations and sales staff Researched new investors and products to meet the needs of sales. Senior Loan Originator, 03/2005 to 07/2009

New South Federal Savings Bank – Brentwood, Tn

Build, developed and maintained Business Relationships to include Bankers, Corporations, Financial Professionals, Builders, Real Estate Agents. Managed pipeline for all originated loans by closing and completing the required management reports.

Determined various credit needs of bank's market area through several business functions and ensured that the objectives of bank were being met. Maintained high levels of customer service as well as managing the expectations of applicant's and support staff.

Maintained knowledge of the loan products, underwriting, processing, procedures, and general departmental guidelines.

University of Tennessee - Knoxville, TN

Vanderbilt University - Nashville, TN


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