Manager Customer Service
Resume:
DAVID GREENBERG
Charlotte, NC 28277
*******@********.**.***
Objective:
Accomplished salesman, also well versed in many many facets of banking,
looking for a career with a reputable company that will allow for
advancement and enable me to utilize my education and experience.
Education/Certifications:
Pennsylvania State University, Bachelor's of Science in Psychology/Minor in
Business
Licensed Mortgage Broker with NMLS
NASD Series 7, Series 55, Series 63 Licensed (Expired)
North Carolina Life Accident and Health Insurance Licensed (Expired)
North Carolina Long Term Care Licensed (Expired)
Professional Experience:
Bank of America Home Loans Charlotte, NC
Preferred Line of Business
May 2012 to Present
Hand selected by the site manager to work with highly affluent clientele.
Top producing loan officer within the line of business.
Many accolades since inception, such as, Oct/July 2012 All Star Awards and
several noteworthy professional references.
Pipeline Manager
January 2012 - May 2012
Small group selected within the bank to oversee a pipeline of 300 + loans
and $80 million in volume.
Set out to identify loans that have not been cleared for closing.
Mortgage Loan Officer
March 2011 - January 2102
Maintained highest level of production, while also achieving highest level
of customer service. Giving each client unsurpassed and individualized
attention.
Achieved highest company metrics set by management on a monthly basis.
Wyndham Capital, Ameritrust, Ace Mortgage Charlotte, NC
Mortgage Broker
March 2006 to March 2011
Originate mortgage loans (purchases and refinance) thru the use of
referrals, industry contacts, and internet leads.
Strategically place loans with various lending institutions and various
loan types to best suit borrowers needs.
Maintain National and State Licenses with through the NMLS
Excellent understanding of lending laws and loan variations, such as FHA,
VA, Conforming, and Conventional loans.
High unit/gross producer
Chrysler, BMW, Audi Auto Sales Charlotte NC
Sales / Leasing Consultant / Floor Manager
August 2001 to March 2006
Team Leader / Floor Manager. Led and motivated teams to maximize
floor production and dealership sales.
Negotiated purchase and lease contracts. Experience with both domestic and
import auto makers.
Chrysler Salesman of the year 2001, 2002, 2003
M.H. Meyerson & Co, Inc. (MHMY) Jersey City, NJ
Nasdaq Trader
March 1999 to August 2001
Trader for OTC bulletin board and National Market System (NMS)
Trading Assistant to the President and Vice President of M.H. Meyerson &
Co.
Instinet, Redibook and Brut Proficient
Pershing Trading Company (PERT) Jersey City, NJ
Trading Assistant
February 1998 to October 1998
Agency trading floor liaison
Performed block trade executions and relayed agency orders
Prudential Insurance/Pruco Securities Charleston, SC
Registered Representative
August 1994 to October 1997
Serviced and maintained a large client base by providing excellent customer
service and staying up to date on industry trends and innovative
products.
Aggressively pursued new clients thru the use of cold calling and mail
campaigns.
Cross sold existing clients on various products, to include investments,
life & health, and property & casualty insurance.
Held seminars for Home Owners Associations to promote Prudential for their
insurance and investment product needs.
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