Customer Service Account Executive
Resume:
Brendan J. Brickley
Wyndmoor, PA 19038
Phone # 215-***-****
**********@*****.***
NMLS #147955
OBJECTIVE: To obtain a challenging long-term growth oriented position within the financial
services industry that utilizes my experience, education, knowledge, sales ability, people skills,
attention to detail and can do attitude.
LICENSURE:
S.A.F.E. Certified
Successfully passed the required NMLS exams and am currently a licensed mortgage loan
originator in 31 jurisdictions.
Formerly held FINRA Series 6, 7 and 63 Licenses. (These licenses have expired)
PROFESSIONAL EXPERIENCE:
05/2013 – 3/2014 – Lakeview Loan Servicing
Mortgage Loan Originator
Originated Freddie Mac HARP (Home Affordable Refinance Program), FHA Streamline and VA
IRRRL (Interest Rate Reduction Refinance Loan) refinance home loans. Presented borrowers
with loan options and assisted them with choosing the best loan that met their needs and with the
required paperwork, etc. Borrowers are obtained via marketing to loans where the mortgage
servicing rights were owned by Bayview Loan Servicing.
08/2012 – 04/2013 – Home Finance of America
Mortgage Loan Originator
Originated conforming purchase and refinance loans that complied with Fannie Mae guidelines.
Engaged in the originating and processing of loans. Presented borrowers with loan options and
assisted them with choosing the best loan that met their needs and with the required paperwork,
etc. Also, performed many processing related tasks so that loans would close in a timely fashion.
Maintained an open line of communication with borrowers from the time of application until the
loans closed and beyond.
10/2010 – 11/2011 – GMAC Mortgage, LLC
Loan Agent
Originated and structured loans in the FHA, VA, conforming and non-conforming refinance and
purchase markets. Most loans were Fannie Mae and Freddie Mac HARP refinance loans.
However, most of the time my pipeline included loans in all of the above listed categories..
Almost all borrowers were existing GMAC borrowers and were obtained via internal marketing.
02/2009 – 10/2010 – New Penn Financial, LLC
Loan Officer
Originated and structured mortgage loans in the FHA, VA, conforming and non-conforming
purchase and refinance markets. Borrowers were obtained via Internet leads, referrals, and a
company affiliated loan servicing company.
8/2008 – 02/2009 – Mortgage Now
Mortgage Specialist
Originated and structured mortgage loans in the FHA, conforming, non-conforming and
expanded approval purchase and refinance markets. Borrowers were obtained via Internet leads, a
company affiliated title company, and by outbound cold calling of sub-prime borrowers.
04/2005 - 10/2007 - Countrywide Home Loans Full Spectrum Lending Division
Account Executive
Originated and structured mortgage loans in the conforming, non-conforming, expanded
approval, and subprime purchase and refinance markets and performed most processing related
duties. Borrowers came from several lead channels such as current Countrywide borrowers,
referrals from past clients or from one of several realtors with whom I had established a
relationship, Internet leads and company advertising.
09/2002 - 12/2004 - First American Savings Corporation
Loan Officer
Originated and structured mortgage loans in the conforming and non-conforming purchase and
refinance markets. Assisted clients with all aspects of the loan process from start to finish. Also,
assisted the processing staff in obtaining required documentation from borrowers. Clients were
procured via advertising, client referrals, Internet leads, and outbound call campaigns.
07/2001 - 09/2002 - Navillus Securities
Securities Trader
Traded securities based on technical and fundamental research while trying to maximize profits
while also trying to minimize losses. Traded New York Stock Exchange, American Stock
Exchange, and NASDAQ listed stocks and options.
04/1999 - 04/2001 - Sage Online, a division of Multex.com
Securities Market Commentator
Online securities market commentator that interacted with AOL Market Talk audience and guests.
Hosted online discussions relating to investing in mutual funds, stocks, bonds, etc. Interviewed
financial experts in this live interactive chat forum. Directly answered questions from audience
members in between guest appearances and wrote original financial content and commentary on
the subject of investing and the stock market that appeared on Sage’s section of AOL Finance.
05/1997 - 04/1999 - Vanguard Brokerage Services, a division of The Vanguard Group of
Investment Companies
Select Services Representative
Assisted high net worth, investment advisor, and institutional clients with their investment
brokerage accounts. Placed securities transactions and provided customer service. Was involved
in trading, client services, reorganizations, risk management, and operations.
04/1997 - 09/1997 - American Mortgage Reduction, Inc
Loan Officer
Originated and structured mortgage loans within the framework of the firm’s non-confirming loan
programs. Met with clients in the field and assisted them with paper work, collected needed
documents and prepared all forms for processing.
12/1992 - 04/1997 - PNC Securites/TradeStar Investments, Inc.
Assistant Vice President
Brokerage securities trader whose responsibilities included heavy retail and institutional client
contact, the placing of investment trades and the execution of a wide range of operational duties.
Involved in the exercise of Employee Stock Options and supervised the administration of the
firm's soft dollar accounts.
EDUCATION:
Saint Joseph’s University, Philadelphia, PA
1991 BA International Relations, Business Minor
COMPUTER SKILLS:
Proficient in many desktop software applications
Microsoft Windows and Office
Fannie Mae’s Desktop Originator and Freddie Mac’s Loan Prospector
INTERESTS:
Financial Markets, Current Events, History, Economics, Technology
REFERENCES AVAILABLE UPON REQUEST
Contact this candidate