Kimberly A Ritchie
***** ********* ***** ********** *****, Michigan 48331
Cell: 734-***-****, E-mail: ************@*****.***
Summary of Qualifications
Experienced professional in the mortgage and financial services industry with strong
management, analytical, customer service, sales, and computer skills seeks a challenging career
with a potential for professional growth.
Employment History
Citibank, NA
Ann Arbor, Michigan October 2012 to June 2014
Provide customer support and status updates throughout the loan process
Work as a support system with the sales team, underwriting and closing team
Consistently exceeded monthly production goals
Responsible for maintaining 95% or above in customer service surveys
I was the only processor in the company on a special account for high net worth clients
who were purchasing several investment properties.
Independent Insurance Agent
LifeQuotes, Inc.
Farmington Hills, Michigan June 2012 to September
Make outbound calls to customers that have inquired about life insurance
Complete a life needs analysis to determine amount and term of insurance necessary
Submit completed application and offer support during the underwriting process
Required to meet sales and placement goals on a monthly basis
Sales Assistant
StateFarm Insurance
Farmington Hills, Michigan December 2011 to March 2012
Call on late pay accounts
Give auto and fire quotes
Take payments on clients account
Enrollment Specialist
Allegiant Group
Lake Orion, Michigan January 2011 to December 2011
Work exclusively senior market
Enroll seniors 65 and older in a Medicare Supplement
Educate them on Medicare and how supplements work
Consistently exceeded weekly sales goals
Loan Officer
First Preferred Mortgage
Southfield, Michigan August 2010 to January 2011
Originate loans in multiple states
Create mortgage programs that meet the needs of the customer
Analyzed credit reports to determine credit worthiness
I was licensed in MI, GA, TN, FL, TX,PA
Financial Advisor
Prudential Financial
Troy, Michigan May 2010 to August 2010
Analyzed clients’ financial needs
Designed financial plans that fit the clients' needs now and in the future
Prospected for new clients and serviced existing clients
Specialized in investment portfolio design
Financial Advisor
Metropolitan Life Insurance
Ann Arbor, Michigan August 2008 to May 2010
Analyzed the clients current financial situation
Reviewed existing investment portfolios and made changes when necessary
Conducted human life value analysis to determine appropriate amount of life insurance
Specialized in investment portfolio design
Attended the Women’s Symposium which was an elite group of individuals that exceeded
40,000GDC’s in the first quarter.
I had 6 million of assets under management within 1 year of employment.
I did hold a Series 6 & 63
Senior Mortgage Banker
Apollo Mortgage Group
Grand Rapids, Michigan September 2006 to September 2007
Originated loans in multiple states
Recommended mortgage programs that satisfied the customers’ needs
Analyzed credit reports to determine credit worthiness
Provided excellent customer service
Branch Manager
American Equity Mortgage
Grand Rapids, Michigan September 2003 to April 2006
Hired and trained new loan officers
Provided training and support to loan officers and office staff
Provided exceptional customer service
Won several sales awards for highest sales in the branch and was promoted twice within 2
years from loan officer to assistant branch manager and then branch manager.
Education
Bachelor Degree in Finance September 2013
Attended Oakland Community College
Farmington Hills, Michigan September 2009 to September 2011
Computer Skills
Word Excel LPM Systems
Access PowerPoint Outlook
Licenses
Life, Accident & Health