Sales Marketing

Trula McNamer

**** ***** **** **, *****, TX *****

469-***-**** CELL ALT – 469-***-****

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

Profile Summary ● Over 22 years experienced professional with a successful career in mortgage lending, credit analysis, and client management and business communications. Knowledge of FHA, VA, FNMA, FHLMC, HARP, USDA, Refinancing, Debt/Income Ratios, Credit Criteria with SOLUTIONS, experience of all aspects of loan processing, required documentation, property Appraisal review and analysis.

● Excel at interacting with others at all levels to ensure financial and credit goals are attained.

● Proactive approach has resulted in capturing numerous accounts and expanding client base.

● Possess excellent management, interpersonal, analytical, organizational and team based skills.

● Excel within highly competitive environments where leadership skills are key to success.

● Effective managerial skills necessary to direct, train, and motivate staff to its fullest potential.

● Experienced in credit risk analysis, debt ratios, qualifying and ATR analogies Ability to analyze income from complex and variety of income statements, 1040’s, 1120’s and personal financial statements in all formats and variations.

Financial Employment First National Bank of Omaha

Jan 2015 – Jul 2016

Sr. Loan Officer- Texas Lic. NMLS #243245

● Customer and financial based position accountable for soliciting clientele and developing strategic financing with clientele and agents.

● Develop tactics to increase accounts and profitability within a territory consisting of areas throughout the Southwest Region of the U.S.

● Devise and implement innovative marketing principles and promotional sales events for residential and commercial properties to further support financial growth and profitability.

● Counsel high net-worth individuals and corporate clients with regard to investment opportunities, risk analysis, and monetary returns.

● Cross-sell credit services and products to clientele.

● Participate in community events to position myself as a leader within the territory and community.

Highlights:

Team based experience in attaining goals and expectations Developed a strategic marketing campaign targeting Real Estate Brokers, accountants, attorneys, and financial professionals which has generated substantial referrals and additional clientele. Leadership Skills and adaptive with all personnel hierarchy and authorities.

Self driven and motivated to accomplish company and personal goals Time line discipline, organizational attitude, regulations & guideline savvy.

Education Collin College-Business Law /Mediation Dispute Resolution SMU CAPE-Cox Business

AS.FS. Business- Graduate of Leadership Members and Entrepreneurs Brookhaven College-Contract and Business Law

Grayson County Community College

Marketing / Business Administration

Bartlett High School, Anchorage Alaska

2017

2011

2006-2008

2007

1984

Specialization

Marketing, Solicitation and Sales, Financial Statement Analysis, Credit Analysis, Mortgage Banking, Financing Specialist and Secondary Market Specialist. Volunteer – SMU Leadership Committee, Metrotex Realtors Member &volunteer, CCAR, Collin County Bar Association, LifePoint Church

Contact this candidate