Mortgage Consultant Customer Service

ED MILLER

772-***-**** **********@***.***

**** ** **** ******* ******, Port St. Lucie, FL 34986

Excellent references upon request.

Background

Over 20 years sales experience Banking, Insurance, Mortgages, B2B, Face to face interactions 15 years telemarketing experience not on resume

Highly proficient in Word, Excel, Power Point, Encompass Easily adapts to new software programs

NMLS #228728

Objective

To secure a sales/marketing, insurance, management or training position with an established organization with a stable environment that will recognize my talents, and lead to a beneficial relationship.

Experience

Loan Specialist, K Force/ Highlight Technologies, May 2020-Present

• Review pertinent facts and make eligibility determinations by analyzing factors such as intended use of proceeds, legislative and administrative limits, etc.

• Contact banks and other third parties to obtain information necessary to formulate loan recommendations.

• Respond to inquiries from applicants, their representatives and agents, and others concerning the status of applications and reasons for Agency decisions.

• Process loan modifications by performing necessary analysis and preparing full documentation supporting the analysis.

• Assist Case Managers with closing and disbursing approved loans. Assistant/Consultant, American Financial Network, April 2018-October 2019 Assistant/Consultant, Eagle Home Mortgage, Sept 2014-March2018

• NMLS Licensed and also originates new loans

• Accountable for obtaining closed and booked mortgages by sourcing existing clients, relationships, and builder accounts.

• Marketing Martin and St. Lucie County territory by devising a technique for introducing Eagle concept and product to clients

• Serving as a product specialist and trainer for new hires as needed.

• As needed, interact with operations partners (processing/closing/UW ) to provide the best customer service

• Ensure files move through processing and closing in a timely manner and follow up with clients

• Daily illustration of excellent customer service skills with clients and applicants to ensure client retention

• Proficiently assist in the development of financial objectives in association with Loan Officer present customer database

Home Mortgage Consultant, Sept 2013-Sept 2014, Everbank

• Accountable for obtaining closed and booked mortgages by sourcing existing clients, new realtor relationships, and builder accounts.

• Marketing Martin and St. Lucie County territory by devising a technique for introducing Everbank concept and product to clients and referral partners.

• Serving as a product specialist and trainer for new hires as needed Loan Officer,Harbor Community Bank, June 2013 — Aug 2013

• Perform sales activities to promote the Institution in a positive manner and develop profitable working business relationships with mortgage brokers, realtors, and builders to result in increased loan volume.

• Ensure loan pipeline is consistent with yearly forecasted volume goals. Home Mortgage Consultant, Wells Fargo Bank NA, October 2006- June 2009; Sept 2010-May 2013

• Increased productivity by 15% ; despite challenges in the real estate market

• Originate high quality loans which meet WHFM guidelines while providing excellent customer service

• Inform prospective and existing customers of WFHM programs, rates, policies, underwriting requirements, and loan procedures

Education

Indian River State College, Ft. Pierce, FL — AA Degree in Marketing Excellent references upon request.

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