Sales Customer
Resume:
CARLOS P. WHITE, SR.
* *** ***** *****, * andover, M D 2 0785 H: 301-***-**** *********@*****.***
Summary
Ultra dynamic, results driven sales strategist with a 20+ year record of achievement and
demonstrated success driving revenue growth. I provide visionary sales leadership and
training in highly competitive markets. I have a solid track record securing new clients,
customer loyalty, and forging strong relationships with external business partners. Known as an
exceptional mentor and coach, I combine sales acumen with natural leadership abilities, which
allows me to recruit, build and retain top performing sales teams.
Highlights
Fortune 500 company sales background Resolution- oriented
Established track record of exceptional Exceptional multi- tasker
sales results Social media savvy
Excellent communication skills Complex project negotiations
Compelling leadership skills Cross- cultural sales background
Accomplishments
Managed a successful sales team of 15 members who consistently exceeded sales goals by 235%
each month.
Experience
Agent Dec 2013 to Current
New York Life Insurance Company - Vienna, V A
Meeting and contacting new potential clients to discuss financial concerns and needs
Conducting information gathering meetings with clients
Analyzing client needs and presenting potential solutions
Providing on- going service to clients
Developing and implementing personal business and marketing plans
On- going development of professional skills and knowledge
Senior Loan Officer Mar 2013 to Dec 2014
M ortgage Network Solutions - Oxon Hill, M D
Recommended loan approvals and denials based on customer loan application reviews.
Maintained current loan and pricing information on the online banking website.
Originated, reviewed, processed, closed and administered customer loan proposals.
Submitted loan applications to the underwriter for verification and recommendations.
Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money
Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Reviewed and edited loan agreements to ensure accuracy.
Developed a credit improvement client referral program.
Senior Loan Officer Jul 2012 to Mar 2013
E xit Mortgage - Columbia, M D
Recruit and train entry level loan officers in the application, qualification and credit
evaluation process.
Screen, evaluate and establish accounts with lead generation companies.
Originate residential mortgage loans for purchase, refinance, lines of credit and new
home construction.
Solidify contacts with real estate professionals, contractors, financial advisors and
other referral partners. Review and analyze loan transaction packages for preliminary
approval or denial.
Assemble all required documentation for processing and underwriting on each
transaction, prepare and present all related deal points to the underwriter upon
request.
Senior Loan Officer Jul 2007 to Jan 2012
E agle Nationwide Mortgage - Oxon Hill, M D
Recommended loan approvals and denials based on customer loan application reviews.
Maintained current loan and pricing information on the online banking website.
Originated, reviewed, processed, closed and administered customer loan proposals.
Submitted loan applications to the underwriter for verification and recommendations.
Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money
Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Reviewed and edited loan agreements to ensure accuracy.
Branch Manager Mar 2004 to Jul 2007
United Equity Mortgage - Baltimore, M D
Analyze and explain multiple loan programs based on client needs.
Conducted credit and home buying seminars for large community groups.
Closed first/second/equity lines of credit for residential clients.
Recommended loan approvals and denials based on customer loan application reviews.
Maintained current loan and pricing information on the online banking website.
Originated, reviewed, processed, closed and administered customer loan proposals.
Developed and maintained relationships with local real estate agents.
Submitted loan applications to the underwriter for verification and recommendations.
Lead Sales Supervisor Mar 2003 to Mar 2004
Protocall Communications - Baltimore, M D
Created new sales campaign for BellSouth - Fortune 500
Trained telesales personnel on presentation, probing and needs based selling to
BellSouth client base.
Monitored, evaluated, and coached sales team for efficiency and productivity.
Oversaw sales forecasting, goal setting and performance reporting for BellSouth.
Mentored competing sales supervisors in the areas of professionalism, needs based
sales and sales integrity.
Education
Computer Programming and Data Processing Certificate, C omputer Programming 1989
PSI Institute - Silver Spring, M D, USA
Graduated top of class with 4.25 GPA
MD, VA, DC Insurance Producers License
MD Mortgage License
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