Sales/Prospecting/Territory Mgmt/Relationship Building/ Client Service

David J. Schwartz

*** ******** ****** ***. ***, Hackensack, NJ 07601

201-***-**** **************@*****.***

EXPERIENCE

Independent Mortgage Broker / Consultant May 2013 – Present

• Create new business via aggressive cold calling and prospecting, while developing and maintaining relationships with real estate agents, attorneys, accountants, former mortgage banking clients, and their referrals.

• Offer sound mortgage advice and counsel regarding credit score, financial goals, and different available mortgage options to help facilitate a refinance, home equity line, or new home purchase.

• Act as a liaison between new clients, former Homestar clients, and their referrals, with the appropriate financial mortgage institution or broker.

• Review terms, rate quotes, Good Faith Estimates, and all questions the client may have before moving forward. Workwell Partners July 2011 – May 2013

New Business Development Manager

• Provided full service, turn key office furniture solutions to NYC companies across multiple verticals.

• Generated sales volume via aggressive cold calling, prospecting, closing, and post-sale account management.

• Exceeded annual sales goals, bringing in over $650,000 of new business since the middle of 2011.

• Performed extensive research and networking to identify and acquire new business leads; brought in new clientele such as: The Alzheimer’s Foundation NYC chapter, Visium Asset Capital Management, and Medidata Network Solutions.

• Gave persuasive presentations to customers on the dealership’s products and services in person, through written/graphic documentation, and electronic means; negotiated pricing on a project basis to maintain high profit margins.

• Researched potential client's core business to completely understand the market factors that impact them; provided full project management on all transactions, from design to implementation.

• Acted as intermediary between clients, dealerships, showrooms, manufacturers, installers, and warehouses. Homestar July 2004 – January 2011

Senior Loan Officer / Team Leader

• Determined and recommended financial products and service solutions for customers based on analysis of their finances, property evaluations, and credit, as well as the customer's personal objectives and needs.

• Maintained a book of business with over 275 clientele, and approximately $74 million in secured mortgages.

• Acquired and developed leads on a daily basis, conducted credit background checks, and qualified clients into appropriate mortgage programs (conventional, government, sub-prime and Alt A, both purchases and refinances).

• Earned Status of “Presidents Club Champion Member” on multiple years for outstanding sales achievements.

• Consistently generated over 20% of business annually from repeat and referral customers.

• Disclosed documents, locked rates, revised reports, cleared all title, appraisal, tax, insurance, and escrow issues, while communicating concerns to loan underwriters, as well as to the client.

• Cultivated solid working relationships with appraisers, real estate personnel, title companies, attorneys and wholesale account executives to boost sales performance and streamline loan processing. EDUCATION

University at Albany, State University of New York Bachelor of Arts

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