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Real Estate Sales

Location:
Katy, TX
Posted:
April 30, 2014

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Resume:

NATHAN SCHMIDT

**** ******* **. ****, ** *****

acdxw2@r.postjobfree.com, 409-***-****

EDUCATION

BAYLOR UNIVERSITY, HANKAMER SCHOOL OF BUSINESS WACO,

TX

Bachelor of Business Administration (BBA) in Real Estate, 2005

EXPERIENCE

2007 – 2014 J.P. MORGAN CHASE HOUSTON, TX

Mortgage Banker (2012-2014)

• Help customer choose mortgages that best suit their needs by gathering information and recommending products

• Multitask by managing sales goals, loan pipeline, marketing, and growing my branch’s P&L on a daily basis

• Negotiate interest, terms and cost with customers that best suits their needs

• Track and manage loan pipeline to meet deadlines

• Weekly meetings with District and Branch Manager to provide feedback with up-to-date reports on year-

to-date sales, pipeline and referrals

• Work directly with title venders by schedule orders and services, and ensuring title issues are cleared

• Build value by helping customers source title vendors to save money

• Implement and follow government regulations in mortgage industry

Licensed Personal Banker, J.P. Morgan Securities (2008-2012)

• Cultivated and maintained relationships with diverse clients of various needs and

backgrounds

• Assisted clients with financial planning products and services to meet designated goals

• Collaborated with team of specialists to provide solutions for entire spectrum of client financial needs

• Maintained understanding of competitive landscape to improve and update processes and proposals

• Negotiated contractual agreements between bank and customers

• Carried FINRA Series 6/63 securities licenses

• Abided by and implemented government regulations in Financial Industry

• Maintained ethical relationships and provide exceptional service throughout sales process

2007 – 2008 CITI FINANCIAL BEAUMONT,

TX

Branch Account Executive

• Satisfied all client service requests and identified relationship-growth opportunities

• Adapts well to rapid changing environment with technology, company rules and regulations

• Generate sales through company advertising, networking, and follow-ups

• Negotiate payment plans with customers

• Perform all clerical duties – draft documents, maintain customer database, organize loan files, and handle all

correspondence

• Works well independently or in a team environment

ADDITIONAL INFORMATION

Skills: Exceptional customer service, problem solving and multi-tasking skills. Proficient in Microsoft Office Suite,

internal document and information management databases. Organizing and securing customer

sensitive information.

Leadership: Primary office resource for all mortgage lending sales and service requests

Activities: J.P. Morgan Chase Employee Good Works Volunteer



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