Robert E. Rees

**** ******* **** *****

Spring Valley, California 91977

619-***-****

Email: acwlmh@r.postjobfree.com

FAX 888-***-****

Interested in finding a challenging and rewarding career opportunity with an industry leader that combines

high ethical standards, excellent customer service and respect for its employees into a winning formula

for success.

2015 – 2016 - Education Support Center

Assisted current and former students with problems on their student loans, and was able to help many

either refinance or in many cases receive a deferment. Through my assistance and ability I was able to

close a high percentage, almost 90% of all calls.

2010 - 2015 - Insurance Sales - Various Companies

Sold insurance, Health and Life, to include final expense to individuals through leads purchased by me

and from the companies. High closing rate and satisfied clients. I am licensed in California, Texas,

Michigan and Oregon.

2009 – 2010 – Director, Debt Settlement – Christian Lawyers of America

Worked with an attorney in setting up and running a debt settlement program for people that had credit

problems. I have an extensive understanding of the Federal Fair Debt Collection Practices Act and used

my experience to help our clients settle their debt. Was used to close prospects and to help elicit new

business.

2008 – 2009 – Credit Repair Specialist – The Credit Repair Specialists

Set up and ran my own credit repair company. Worked extensively with mortgage brokers and loan

officers in the repair of individual credit. Very successful in the operations and also became an expert in

credit regulations.

2006 – 2008 - Senior Loan Officer – Homefront Mortgage

Independent LO. Ran my own self-generated lead s. Processed all applications. Prepared possible loan

scenarios. Closed loans.

2004-2006 – Managing Partner – Kevin Elmore & Associates

Opened and ran the day to day operations of a mortgage office, employing 6 loan officers, 6

telemarketers and an administrative staff of 1 processor. Worked with lenders in numerous states

preparing loan options for clients. Responsible for assisting the loan officers in the closing of loans, which

were generated via the telephone.

2003-2004 - Senior Loan Officer – American Mortgage Specialists

Assisted in the opening of a San Diego office. Prepared possible loan scenarios, matching lenders to

prospects. Analyzed financial data to ensure that there was a match between the borrower and lender.

The effectiveness of my in home presentations led to a close ratio of almost 90%.

2001-2003 - Independent Mortgage Broker – Your Money Store

Marketed leads provided by myself. Had commissions of $120k during 2002, from May – December.

Managed a group of 5 loan officers, assisting them in finding lenders for prime, subprime, VA and

commercial loans.

2000-2001 - Loan Officer – Amerigroup Mortgage Corporation

Sold the concept of VA streamline financing to Veterans. Ran pre-set appointments and made in-home

presentations. Very successful in the refinancing of VA home loans. Had a close ratio of 85%. Assisted

the manager in the day-to-day operations of the office, to include, but not limited to helping save loans

when the customer’s encountered “buyers remorse”.

1999-2000 - Loan Officer – Money Direct Mortgage

Involved in the sale of VA streamline refinancing. Took sales calls and converted the suspects into

prospects. Exceptional phone skills led me to be very successful. I was able to gain trust in an expedient

manner, leading to the sale.

1999-1999 - Loan Officer - Fairway Financial Services

Sold new home loans. Refinanced existing home loans, to include home equity and home improvement.

Effectively marketed my product through telemarketing, direct mail, and referrals from satisfied clients.

Maintained outstanding client satisfaction.

1998-1999 - Loan Officer - Rockwell Financial Group

Worked as a Loan Officer for a multi-faceted mortgage company. Responsible for putting together loan

packages for clients, locating the best rates and terms. Was “Salesman of the Quarter”, for the quarter

ending March 31, 2000.

1997-1998 - Regional Manager - Mortgage Investo rs Corporation

Responsible for a sales team of 10 loan officers. Implemented a training program to increase the sales,

and generate a lower percentage of loan cancellations. I’ve always been a great motivator, and have

instilled in the loan officers I’m responsible for, the same motivation.

Accountant - Over 20 years, involved in accounting at the Federal, State and private level. Progressed

from a staff accountant to positions as diverse as City Treasurer for Buena Park, California. Served as a

controller for 2 different private industries.

Education:

MBA - Golden Gate University

BBA - Campbell University

Current California Resident Insurance License #0H66797

Non-Resident License – Texas #1772795

Non-Resident License – Michigan #0623423

Non-Resident License – Oregon #6221905

Interests:

Sports, Reading, Golf

References:

Available upon request

Contact this candidate