Customer Service Loan Officer
Resume:
Bryan McDonald
Gilbert, Arizona, 85298
*************@*****.***
CAREER OBJECTIVE
- Proven sales leader with extensive business, team building, marketing, training, customer service and sales success. Recognized for consistently meeting and exceeding revenue goals. Highly motivated and skilled at motivating others. Looking to continue my established track record of developing, growing and nurturing long- lasting business partnerships with an industry-leading company that truly values client relationships. WORK EXPERIENCE
SUMMIT FUNDING, Tempe, AZ
Senior Mortgage Loan Officer, May 2020- November 2023
Originate and close residential home loans while consistently exceeding sales goals
Created and marketed the “Girldadloans” Team
Created and maintained a database of over 300 past clients
Use CRM’s Salesforce/ Jungo, Smartsheets and BombBomb to market to my Realtor, Builder, Past Client and other data bases
4 years of CORE coaching with 7 of the top Business Coaches/ Loan Officers in the country. The “theme days” and skillsets learned have helped grow my business exponentially. BANK OF AMERICA, Phoenix, AZ
Senior Mortgage Loan Officer, Jan 2018- Mar 2020
Use SalesForce as my CRM to properly manage my current pipeline and build my future pipeline as well as organize my network partners
Appropriately manage my time between building my future pipeline and working my pending pipeline with the clients and fulfillment team
Originate a minimum average of 6 1rst mortgage applications and 4 funding units/ month as well as home equity line of credit production
Build my pipeline through Financial Center partner referrals, walk in business and self-sourced business
Maintain mandated compliance/ continued education courses and credits
Maintain up to date knowledge of and originate all loan programs and products including Conventional, FHA, VA, and down payment/ first time homebuyer programs
BANK OF AMERICA, Chandler, AZ
Centralized Sales Lending Officer, Aug 2017- Dec 2017
To learn and implement the appropriate company systems in order to efficiently originate and close loans. Namely iOriginate and iFulfill
Use SalesForce as my CRM to properly manage my current pipeline and build my future pipeline as well as organize my network partners
Be available to the queue for a minimum amount of time in order to comply with the company conformance expectations
Pull client credit reports when necessary and analyze the associated data
I worked on a global purchase and employee loan team that focused on purchase loans but also originated refinances and HELOCs
AMERIFIRST FINANCIAL, Mesa, AZ
Mortgage Loan Originator, Aug 2016 – Jan 2017
Originate, pre-qualify, process and close residential mortgage loans with unmatched customer service
Pull credit reports and advise and educate my clients on areas they can increase their credit scores
Use multiple Mortgage related operating systems to help ensure an efficient and streamlined process
Create my own leads via referral business, online applications, group events and custom marketing
Review tax, income, asset and credit documentation to determine the strength of the application and loan
Build a platform of realtors, title agents, hazard insurance agents, mortgage insurance agents, credit repair specialists and home builders to have a referral network with ACADEMY MORTGAGE CORPORATION, Gilbert, AZ
Mortgage Loan Originator, May 2016 – Aug 2016
Originate, pre-qualify, process and close residential mortgage loans with unmatched customer service
Pull credit reports and advise and educate my clients on areas they can increase their credit scores
Use multiple mortgage related operating systems to help ensure an efficient, streamlined and secured process
Review tax, income, asset and credit documentation to determine the strength of the application and loan
Build a platform of realtors, title agents, hazard insurance agents, mortgage insurance agents, credit repair specialists and home builders to have a referral network with VIP MORTGAGE INC, Scottsdale, AZ
Mortgage Loan Originator, Mar 2013 – May 2016
Originate, pre-qualify, process and close residential mortgage loans with unmatched customer service
Pull credit reports and advise and educate my clients on areas they can increase their credit scores
Use multiple mortgage related operating systems to help ensure an efficient, streamlined and secured process
Review tax, income, asset and credit documentation to determine the strength of the application and loan
Build a platform of realtors, title agents, hazard insurance agents, mortgage insurance agents, credit repair specialists and home builders to have a referral network with FITNESS WORKS, Phoenix, AZ
Fitness Director, Continued Education Manager, Personal Trainer, General Manager Dec 2008 – Mar 2013
Develop and implement strength and conditioning and nutritional programs to help my clients reach their personal and lifestyle goals
Manage the profit and loss of the personal training department and individual sales quotas
Teach group fitness classes and boot camps
Maintain and instruct continued education classes for the gym's trainers
Assist in the hiring and development of new business locations SPORTS CLUB LA, San Francisco, CA
Personal Trainer, Feb 2008 – Nov 2008
Develop and implement strength and conditioning and nutritional programs to help my clients reach their personal fitness and lifestyle goals
Develop and instruct boot camp fitness classes
SPORTSTECH INTERNATIONAL, Scottsdale, Gilbert, AZ
Strength and Conditioning Coach, May 2006 – Dec 2007
Develop and implement strength and conditioning programs for teams and individual athletes
Train college football players in preparation for the NFL combine
Train athletes in sprint mechanics and both functional and dynamic movements BALLPARK ARIZONA, Scottsdale, AZ
Pitching Instructor, Baseball Camp Director, Jan 2005 – Aug 2006
Instruct proper pitching mechanics for ages 8-22
Organize and run a week-long baseball camp encompassing instruction in all facets of baseball for ages 8-15
Develop and implement strength and conditioning training programs for my clients EDUCATION
Central Arizona College, Coolidge, AZ
Associates Degree/ Kinesiology, May 2002- Also played Collegiate Baseball University of Arizona, Tucson, AZ
Completed coursework towards Kinesiology, May 2003- Also played Collegiate Baseball Grand Canyon University, Phoenix, AZ
Bachelor's Degree in Science/ Corporate Fitness and Wellness/ Kinesiology, May 2004- Also played Collegiate Baseball ADDITIONAL SKILLS
Proficient in Microsoft Word, Excel, and PowerPoint as well as many other computer programs
Vast experience with mortgage originating platforms iOriginate, iFulfill and Encompass
Experience with meeting and exceeding company quotas and vastly improving company and branch Profit and Loss
Mortgage Loan Originator License
CRM expert using Salesforce daily along with other CRM platforms
Continually built my business through years of downsizing, interest rate changes, etc.
CORE Coaching Student for the last 4 years- Coached by 7 of the most successful industry leaders and coaches in the country. Skillsets sharpened that grew my business include Sales “Theme Days”, Calendar organization, Advanced Sales Skills, Advanced CRM and computer program utilization, client retention, market pivoting, Etc.
*** References Available Upon Request ***
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