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Assistant Sales Representative

Location:
Plano, TX
Posted:
March 28, 2016

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Resume:

Corey Lawson

**** ********* **, *****,** *****

*************@*****.*** - 214-***-****

WORK EXPERIENCE

Independent Agent

Amerilife and Health Services March 2015 - Currently

Outside Sales Representative selling insurance and other financial products designed specifically for the senior market, including health insurance (particularly Medicare supplements) life insurance and investment annuities.

Benefit Advisor Tower Watson One Exchange – June 2014 to March 2015 Advised clients through a insurance exchange on different insurance plans and insurance carrier that we support. Also guided medicare eligiable retirees in choosing an insurance plans based upon individual needs. The position was a direct point of contact for the individual we serve. Mortgage Operations Consulting Beacon Hill Staffing May 2014 to June 2014 Worked with mortgage servicers, mortgage originator and others in the industry to manage the unprecedented number and volume of challenges arising from the recent market and regulatory turmoil. Assistant Vice President - Business Analyst II

Bank of America - August 2013 to March 2014

Supports projects relating to change initiatives impacting multiple businesses units, product lines, or business processes. Projects require cross-divisional coordination, communication, influence and negotiation. Provides advanced analytical support using Microsoft SQL database for change initiatives. Responsible for significant contributions to the design, development and completion of project deliverables.

Vice President - Auto Brokerage Sales

Ace Motors - March 2013 to August 2013

Auto broker - managed the process of buying cars on behalf of a customer. This includes funding the desired vehicle, negotiating the price, delivering the final paperwork, and securing financing.

(SBA) Office of Disaster Assistance

US Small Business Administration - December 2012 to March 2013

Dec 15, 2012 - March 31, 2013

Loan Specialists

• Served as loan specialists for the U.S. Small Business Administration (SBA) Office of Disaster Assistance

(ODA). Processing and disbursement Center (PDC).

• Was responsible for a variety of duties all related to providing disaster assistance to homeowners, renters and business seeking funds for repair, rehabilitation or replacement of disaster damaged personal, real or business property.

Assistant Vice President - Quality Assurance Analysts

Bank of America - August 2012 to December 2012

Examines residential loan documentation for accuracy, completeness, and compliance with appropriate

company and secondary market investor standards. Evaluates credit decisions for accuracy based upon

established risk parameters and in accordance with policy, program, and product guidelines.

• Provides feedback to business partners as appropriate. Responsibilities may include examination of several

different types of lending (conventional, government-backed, home equity, etc.).

• Responds to company, individual, and investor audits. Assists with fraud detection and prevention.

Assistant Vice President - Mortgage Service Specialist II

Bank of America - April 2012 to August 2012

FNMA / FHLMC /SFO / HFI / FHA / MHA Modification Specialist - Meet face to face with distressed homeowners

across the nation, review their situation to provide possible solutions, and discuss alternatives to foreclosure.

Run tools to determine customer qualifications such as Escrow Calculations, Modification Analysis, Fannie

Mae Value, Freddie Mac BPO Direct, Value Finder, Flood Certificates, Investor Delegations, and NPV Tool.

• Work with MHA/FHA and IQLA underwriters on site to ensure conditions can be worked with customers.

Assist with special projects in completing Pre-Emptive Modification as Processor for file audit/verification of

documents to ensure files meet underwriting review.

Assistant Vice President - Foreclosure Specialist II

Bank of America - January 2011 to April 2012

Quality control

• Monitors foreclosure loans and ensures that foreclosure actions on individual accounts are completed in a

timely manner, according to investor/insurer, state, and regulatory guidelines, minimizing financial losses to

the company. May work with legal and other organizations to document foreclosure proceedings.

Assistant Vice President - Short Sale Specialists-Loss Mitigation

Bank of America - January 2010 to January 2011

Managing the process of selling properties across a diverse geographic area.

• Evaluate and analyze the econometrics of the property to formulate a timely and cost-effective sale.

• Collect the necessary information to get the borrower approved for a short sale.

• Assisting Management with departmental projects and advanced reports by gathering facts, data and other

necessary information.

• Developing, editing and maintaining spreadsheets and other reporting formats.

• Providing training, direction and guidance to lower-level Specialists

Settlement Analysts

Penson Financial Services - June 2008 to January 2010

International Settlement

• Provided accurate and timely settlement of all domestic and international) Euroclear (transactions, within

different product, handled complex operational/settlement problems.

• Performed a daily reconciliation of bond and cash movements and facilitated cross border activity.

• Performed daily interaction with the Middle Office, counterparties, traders, corresponding banks, and the

finance desk for all necessary funding/payment requirements.

• Ensured continuity of daily trade processing.

Mortgage Broker

Equity Resource Funding - January 2004 to June 2008

Acted as liaison between lender, broker, underwriter, and account executives, ensuring that the mortgage loan

process was complete. Skills utilized were assisting brokers, knowledge of company programs and rates, and

knowledge of terms that would best meet the needs of the client.

Settlement Analysts

JP Morgan Chase - January 2004 to June 2007

International Settlement/Asset Reconciliation

• Provided accurate and timely settlement of all domestic and international) Euroclear (transactions, within

different product, handled complex operational/settlement problems under general supervision.

• Performed a daily reconciliation of bond and cash movements and facilitated cross border activity.

• Performed daily interaction with the Middle Office, counterparties, traders, corresponding banks, and the

finance desk for all necessary funding/payment requirements.

• Ensured continuity of daily trade processing.

EDUCATION

B.A. in Economics and Finance

University of Texas at Dallas - Dallas, TX



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