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Customer Service Insurance Agent

Location:
McKinney, TX
Posted:
November 03, 2014

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Resume:

JASON HOLLIS

**** ******** **** • McKinney, Texas • 75070

Home: 469-***-****, Cell: 469-***-****

*******@*****.***

Objective: Seeking a professional position in the Mortgage Industry

SUMMARY: Professional Mortgage Consultant with more than ten years of experience in representing

mortgage brokers, mortgage banks, and lending institutions by originating residential real estate loan

applications, as well as coordinating and assisting in the processing and closing of mortgage loans.

Summary of Qualifications

Tremendous experience in the banking and lending environment with detailed knowledge of

residential mortgage lending guidelines.

Exceptional written and verbal communication skills.

Solid interpersonal and negotiation ability.

Excellent organizational skills and great ability to multi-task

Proven proficiency in relevant computer applications.

Uncommon ability to build quality customer relationships.

Remarkably detail oriented with a strong work ethic.

Strong sales and customer service skills.

Proven leadership skills driven by strong integrity.

Excellent math, analytical and time management skills.

Highly driven to generate outside business by maintaining professional relationships

Thorough knowledge of pricing and underwriting requirements for FNMA, FHLMC, FHA, and VA

products.

Professional Experience

Landmark Bank

2014-Present

Mortgage Consultant

Effectively market a territory of builders and realtors

Keeping strong lines of communication by providing detailed updates to borrowers and referral

sources

Advising borrowers of lock-in policies and completing lock requests accurately

Interview and pre-qualify prospective borrowers

Follow up with pre-approved leads regularly

Capital One Home Loans

2012-2013

Mortgage Consultant

Maintain a solid familiarity of product guidelines and in depth knowledge of company overlays

Effectively manage a pipeline by consistently communicating internally with operations partners

Strong ability to communicate effectively by providing detailed updates to borrowers and realtors

Proven leader with understanding of what it takes to grow and develop your business pipeline

Advising borrowers of lock-in policies and completing lock requests accurately

Interview and pre-qualify prospective borrowers

Follow up with pre-approved leads regularly

Chase Home Finance

2011-2012

Retail Loan Officer

Manage a team of personal bankers to leverage the branch book of business

Training branch personnel to set qualified mortgage application appointments

Submit thorough and complete loan applications including all necessary documentation

Develop and maintain professional relationships with operations partners and branch staff

Growing and developing referral sources with area realtors and

Reviewing the branch book of business for opportunities to assist bank customer mortgage needs

Brant Insurance Group

2008-Present

Licensed Insurance Agent

Licensed professional insurance agent responsible for producing new insurance business

Maintaining licensing for Property & Casualty business as well as Life & Health business

Successfully appointed to submit business through multiple insurance carriers

Developed insurance agency by building and retaining a book of business

Managing licensed producers

Prime Lending

2002-2008

Senior Loan Officer

Providing lending options for borrowers through correspondent and wholesale products

Marketing and developing a network of referral sources through realtors, builders, and other real

estate professionals

Networking with various real estate industry professionals to provide the best mortgage experience

for the borrower

Regularly following up with clientele for referral and repeat business opportunities

Assisting operations personnel with processing and closing loans

Best Insulation Company, Inc.

1993-2001

Chief Estimator

Developing business relationships with general contractors and architects

Generating bid proposals and estimating job cost in order to secure job contracts

Maintaining extensive knowledge of industry codes and procedures

Consistently review material cost to keep overhead to a minimum

Managing contractors and employees to meet estimated job cost



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