Customer Service Financial Services

DEAN

BARWICK

PROFILE

Over ** years of experience in sales

primarily in financial services working

in both large and small companies. I

have developed strong skills in

creative problem solving helping the

clients I serve to accomplish their

goals and find desirable solutions to

meet their needs.

Consistently achieving top tier sales

results while providing over the top

customer service has earned me the

loyalty and respect of both clients and

co-workers I have worked with.

CONTACT

PHONE:

714-***-****

EMAIL:

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

HOBBIES

Outdoor Adventures

Road Trips

Gunsmithing

Treasure Hunting

Drone Flying

WORK EXPERIENCE

Right Time Mortgage Inc. (NMLS 2191124), President 04/2021-Present

Manage residential mortgage business. Originate process and close mortgage loans. Maintain compliance with all Federal and State regulations.

Dean Barwick and Associates, LLC, Manager

08/2010–Present

Increase profitability and stability in financial firms by designing and implementing SOPs in sales, accounting, and clerical departments. Develop marketing and PR campaigns through SEO and Social Media. Create and maintain websites, produce marketing videos for clients and maintain top placement in search engines for relevant keywords. Client Referrals:

• Signature One Financial. Chuck Reid 714-***-****

• Building Forensics International. William Cuccia 714-***-**** Independent Insurance Agent, Broker

03/2008–Present

Market and sell Life Insurance and Annuity products to consumers. Lending Family, Broker

01/2003–03/2008

Manage residential mortgage business. Originate process and close mortgage loans. Dominated the first page of search engines for relevant key words through SEO campaigns. Utilized DU through FNMA for 80% of our loans.

LICENSING

• California Real Estate Broker 01256554

• NMLS 2124587

• California Life and Health 0G00204

• FAA Remote Pilot Cert. 4480586

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