Jim Louchis

*** *. ****** *****

Clayton, CA ****7

Cell: 925-***-****

Email: ad2hc9@r.postjobfree.com

OBJECTIVE: To obtain a challenging Financial or Sales position in Mortgage Finance, Real Estate, or Banking Industries

CURRENT POSITION: September 19,2022 to Present - C2 FINANCIAL CORPORATION

Loan Consultant selling, originating, processing and closing residential mortgages. Selling reverse, conventional, high balance, jumbo, FHA and VA loans for purchase and refinace transactions.

PRIOR POSITIONS:

May 2023 to September 2023 - PEAK AMERICAN FINANCIAL

Review Revocable Trusts for accuracy of funding assets, legal changes and reallocation of assets to lower volatility and higher assets.

February 2023 to May 2023 - AMERICAN INCOME LIFE

Contact and fulfill Union Members for assessing life insurance and medical insurance needs.

December 2011 to July 2022 – SUMMIT FUNDING

Loan Consultant selling, originating, processing, and closing residential mortgages. Selling conventional, high balance, jumbo, FHA, and VA loans for purchase and refinance transactions.

2008 to 2014 – FINANCIAL NETWORK INVESTMENT CORPORATION

Financial representative selling stocks, mutual funds, and life insurance. Securities License Series 7, 63, and 65. Insurance License Number: 0G21694

2005 to 2011 – RPM MORTGAGE

Loan Consultant selling, originating, processing, and closing residential mortgages.

1998 to 2004 – RBC MORTGAGE

Loan Consultant selling, originating, processing, and closing residential mortgages.

1987 to 1997 – WEYERHAEUSER MORTGAGE

Loan Consultant selling, originating, processing, and closing residential mortgages. Branch Manager responsible for recruiting, training, and managing branch sales and operations staff. Oversee the branch profit and loss statement.

1978 to 1986 – WELLS FARGO BANK

Retail Branch Manager selling mortgage loans, line of credit, car loans, and credit card products. Product Manager responsible for financial reporting and credit card mass solicitations

EDUCATION: MBA in Finance – San Jose State University

BS in Accounting and Finance – University of California, Berkeley

OTHER ACTIVITIES:

Hiked the 240-mile John Muir Trail in 2005, 2009, and 2015.

Past Scoutmaster and Assistant Scoutmaster, Boy Scout Troop 262, Clayton 1998 to 2005

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