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Sales Manager Loan Officer

Location:
Palm Beach Gardens, FL
Salary:
85k base + commission + benefits
Posted:
December 01, 2023

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Resume:

Page * *

Larry J. Stanavitch

Sales Manager

ad1mm5@r.postjobfree.com • 561-***-****

• Palm Beach Gardens, FL 33418

Performance-driven and versatile professional with diverse expertise in loan management and bond trading across diverse sectors; poised to excel in sales management roles. Expert at delivering exceptional services, managing accounts, and engaging customers to enhance sales. Ability to deliver sale strategies, while catering to a national network of commercial clients to meet and exceed set goals. Prudent at conducting strategic market analysis as well as evaluating sales potential and unique service/product preferences Articulate communicator with aptitude for establishing customer-focused approach to business innovation to achieve prescribed goals and profitable results through cross-functional collaboration. Areas of Expertise

Sales Management

Business Operations

Customer Service & Satisfaction

Strategic Planning & Execution

Relationship Management

Team Development & Leadership

Margin Growth

Complex Problem Resolution

Multi-disciplinary Coordination

Professional Experience

Traditions Funding Freehold NJ 2022

Loan Officer Merchant Funding

American Financing Mortgage Co., Aurora, CO 2020 – 2022 Loan Officer

Held meetings with loan applicants to identify relevant needs and gather information for loan applications. Analyzed active loan files on a regular basis and recommended strategies to speed up the loan process. Completed loan contracts and educated clients about policies and regulations. Interviewed applicants to define financial eligibility and establish debt payment plans. Monitored and updated accurate account records. Rejected loan applications and explained deficiencies to applicants. Responded to applicants' questions and resolved any loan-related issues. PHH Mortgage Co., West Palm Beach, Fl 2019 – 2020

Loan Officer

Assessed credit worthiness by processing loan applications and documentation within specified limits. Interviewed candidates to evaluate financial eligibility and loan-granting feasibility. Completed loan contracts and counseled clients on policies and restrictions. Updated and maintained precise account records. Assessed customer needs, explore all options, and introduce different types of loans. Developed referral networks, suggested alternate channels, and cross-sold products and services to accomplish quotas. Operated in compliance with laws and regulations as well as adhered to lending compliance guidelines.

Hedge Fund, Palm Beach Gardens 2000 – 2019

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Bond Trader/Sales

Developed and applied trading skills and knowledge of trading relationships for credit sector, specifically municipal issues across credit, maturity, and coupon/call structures to ensure best execution. Tracked assigned sector spreads and acquired understanding of relative value in assigned sector. Developed knowledge of fixed income markets, assigned sectors, and bond market transactions. Maintained and rebalanced portfolios across strategies. Additional Experience

Senior Vice President/Branch Manager, J.W Genesis, North Palm Beach, FL Education

Graduate Securities Principal Curriculum

Nelson Stousland School of Business, Newark, NJ

Professional Training

Branch Management NYSE, Securities Training Corporation, Boca Raton, FL Licenses

NMLS License # 1924039,

Series 7, 63, 24, NASD Series 8 NYSE Licenses, Florida Life Insurance (inactive)



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