Sales Associate Mortgage Loan

Steven M. Thomas

**** *. ******** ***. ****, AZ *5213 480-***-**** ****************@*****.***

Professional Summary

Licensed Texas All-Lines Adjuster seeking a challenging position in insurance claims adjusting. I have been part of an adjusting team as a ladder assist, scoping losses, inputting Xactimate information and reviewing policy. I recently took an in-depth Texas All-Lines and Xactimate classroom course as well as Adjusters Boot Camp to improve my value as an adjuster and am now looking to branch out on my own. I am a result-oriented, dedicated and hard-working individual with exceptional communication skills and a proven track record of success exceeding performance standards. Knowledgeable of HO2, HO3, CP10 Policies and policy coverage review. I work well independently as well as with a team. I am confident I will be an excellent addition to any adjusting team.

Areas of Expertise

Residential Property

Commercial Property

Xactimate

General Liability

Workers Compensation

Casualty Investigation

Roof Inspections

Storm Deployment

Recorded Statement

Professional Experience

CREST MORTGAGE, Chandler, AZ Nov. 2020 – Present

Mortgage Loan Originator NMLS# 2004644

●Licensed in Arizona and California

●Assists borrowers in understanding loan options and products.

●Gathers client’s financial information to review if they are eligible for granting mortgage loans.

●Assists in completing mortgage loan application while following national and local financial standards.

●Perform full life cycle of mortgage origination, from prospecting to closing.

●Helps borrowers through the application process, obtaining items needed to meet and resolve lender conditions, and the closing.

●Generate referrals from new and existing customers.

●Prepare and maintain daily reports, call logs, and borrowers on tracking sheet.

●Maintain strong public relations with all clients.

●Work independently and utilize empowerment regarding decision making.

MILE HIGH ADJUSTERS NORTHEAST, Rockaway, NJ Feb. 2020 – Nov. 2020

Team Member/Ladder Assist

Half of an insurance adjusting team.

Assisted adjusting team in safely traversing roofs.

Documented scope of damage (proper photographs and measurements).

Mount/label photographs (using Xactimate for property damage and Fotoslate for casualty losses).

Prepared estimates for property damage in Xactimate.

PARADISE PROMOTIONS, Phoenix, AZ Mar. 2016 – Feb. 2020

Lead Sales Associate

●Top Rep of the Quarter, Quarter 1 and 4.

●Perform full life cycle of business development, including prospecting, product promotion, negotiating contracts, overcoming objections, and closing sales.

●Generate referrals from new and existing customers.

●Prepare and maintain daily reports, call logs, sales vs. goals on tracking sheet, and source code capture.

●Maintain strong public relations with all clients.

●Work independently and utilize empowerment regarding decision making.

Licenses and Certifications

Texas All-Lines License #2663813

Arizona License #20245450

Xactimate Level II Certification #1529764

Mortgage Loan Originator NMLS #2004644

References Available Upon Request

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