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Mortgage Loan Sales Manager

Location:
Palm Springs, CA
Posted:
November 29, 2022

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Resume:

Fernando Kelly

***** ****** **

Cathedral City, Ca 92234

adtq8g@r.postjobfree.com

509-***-****

Exceptional interpersonal skills that provide first-rate customer service to clients, business partners, and team members. Very successful in training and motivating the employees coach them to become top performers. Committed to the highest levels of ethical, professional, and personal excellence.

Work Experience

Branch Manager

JPMorgan Chase - Walla Walla, WA

August 2019 to August 31st 2022

• Partner with tellers to make every entrance into the branch a warm and welcome one • Assist bankers and partners in maintaining customer relationships

• Educate clients on how to use our digital platforms to bank and invest when, where and how they want • Build partnership with local businesses to build brand in local market area through strong community involvement

• Build relationships by promoting a client/customer centered organization and proactively addresses customer needs

• Create an environment that encourages team members to provide an exceptional customer experience; and a dynamic and engaging culture

• Address client issues promptly and effectively

Manage and coach branch employees to engage customers

• Actively identify, coach, develop, motivate and support employees so that they can provide superior service to every customer

• Work with individual bankers and tellers to identify customer needs

• Bring out the best in the branch employees by providing training, coaching, and motivation • Promote a strong control environment to evaluate, manage and conduct new and existing business by adhering to risk/control expectations, procedures and processes

Drive deposits & investments growth for the branch

• Create branch-specific strategies to grow the business

• Use reporting to identify high potential and at-risk customers

• Partner with bankers in cultivating new and existing deposits

• Work with partners, including financial advisors and home lending advisors, to grow investments • Improve revenues and expenses and grow the business, while exceeding customer expectations Mortgage Loan Officer

U.S. Bank - Walla Walla, WA

June 2017 to August 2019

Mortgage loan originator, also known as mortgage loan officer, working for us bank home mortgage and providing the best service to every customer . My main job duty is to solicit potential borrowers for new mortgage loans. And building a long term relationship for years to come.

Business Manager

Walla Walla Walla Valley Honda - College Place, WA December 2015 to May 2017

Completed F&I School Certified Business Manager (01/27/2016) Typical duties include reviewing financial reports, monitoring accounts, and preparing activity reports and financial forecasts.

Additional duties may include:

Overseeing the flow of cash and financial instruments Planning and directing the activities of workers in branches or departments Preparing reports as required by law, regulations or company policies Ensuring compliance with applicable laws and procedures. Assistant Manager

Shari's Restaurant - Walla Walla, WA

May 2014 to November 2015

Responsibilities

The Guest: Assists with maintaining maximum sales and customer satisfaction by overseeing the production of quality food and beverage served by a guest-centered staff in a clean and safe environment. Quality Food and Beverage:

1. Regularly expedite the pass bar to assist in training, monitoring, coaching and praising employees on quality food production, plating, prep, temperature standards and ticket times on your shifts. Follow through on store plans to improve Shari’s Guest Check scores for food quality and speed of service. 2. Conduct and follow up on shift line checks and bi-weekly HPQC on your shifts. Prepare and print daily prep sheets as needed, oversee prep duties on your shifts.

Service:

1. Assist with interviewing and developing “guest centered” staff and provide ongoing development on your shifts. Assist with ensuring that Shari’s Steps of Service are met by training and coaching service staff. Conduct pre-shift meetings to communicate game plan and motivate staff to ensure GSI scores are continually improving. 2. Manage guest satisfaction to minimize complains, follow up and resolve all complaints received on your shifts. Pass along compliments.

3. Assist with managing the restaurant’s 100 Club to promote guest relationship building. Make contact with each guest by visiting their table once during the dining experience to evaluate levels of service and satisfaction and establish a manager presence.

Sanitation and Cleanliness:

1. Train, inspect and coach staff in completing shift sidework and Mr. Clean assignments and monitor personal hygiene and uniform standards on your shifts.

2. Communicate restaurant’s equipment problems to the Manager. 3. Assist in conducting safety orientation and food safety training for new staff members and monitor employee safety practices each shift. Assist with maintaining the safety committee. Our People: Assist with identifying, developing and retaining talented people by providing ongoing training, honest performance evaluation, and motivation. Promote employee relations through consistent implementation of company personnel policies and procedures.

Proper Staffing/Quality and Quantity:

1. Assist with identifying, interviewing and selecting qualified staff dedicated to serving quality products with pride. 2. Assist with the development of weekly staff schedules using TMX. Be familiar with all FOH POS labor reports to anticipate volumes and use scheduled labor wisely on your shifts. Assist with coaching and counseling staff to increase productivity.

Accomplishments

Sales growth of about 30% for the year.

Sales trainer & Floor Manager

Mallon Ford - Tacoma, WA

July 2003 to April 2014

in gathering information on the web, maintaining daily records, preparing reports, etc. • Maintaining daily sales records and sending daily/weekly reports to superiors • Assisting them with information of the available finance options and relevant documentation • Accompanied customers in their test drives and answered promptly with intelligent responses • Achieved the highest customer satisfaction by maintaining a quick pace while serving them Achievements:

• Ford Master Certified through (Mallon Ford Tacoma WA) in 2005 Received Salesman of the year award in 2006 while working for Mallon Ford. Sales Consultant

Desert Suzuki - Indio, CA

April 1999 to July 2003

# Received award for being “7th in the nation” for car sales for the year 2001 while working at Desert Suzuki, CA.

# Received Salesman of the year award in 2000 while working for Desert Suzuki. Welcoming and appreciating prospective customers

Talking with customers to understand their requirements and expectations of a car Suggesting them an appropriate car model

Elaborating advanced features in new makes and models Conveying the superiorities of that car model over others available in the same category Assuring them about the correctness of the price of the car by emphasizing its features Negotiating the price securely with customer satisfaction

Worked in a team of eight under the sales manager

Assisted the sales manager in gathering information on the web, maintaining daily records, preparing reports, etc. Maintaining daily sales records and sending daily/weekly reports to superiors Assisting them with information of the available finance options and relevant documentation Accompanied customers in thier test drives and answered promptly with intelligent responses Achieved the highest to level.

Sales Consultant

Blue Mountain Nissan

November 1994 to March 1999

• Follows up with any clients to make sure that they are satisfied with product • Assembles any and all product displays in a given market

• Meets with retail associates to help them effectively sell products

• Finds new target markets and penetrates them to drive sales

• Discovers how to market products to new users

• Understands how to make products appeal to consumers based on the environment and current trends • Uses the Internet to push products to a given target market

• Works with the marketing department to develop new sales strategies

• Teaches other sales consultants how to make sales to potential consumers

• Discovers target markets and advantages of other companies

• Demonstrates advanced sales knowledge

• Always looks for new ways to make products attractive to customers Education

Diploma in Computer science

Walla Walla High School - Walla Walla, WA

1989 to 1992

Languages

• Spanish - Expert

Awards

National Sales Achievement

April 1999

Certifications and Licenses

NMLS

April 2016 to Present

Notary Public

March 2020 to January 2025

State of Washington public notary

Medallion Certification

July 2020 to Present

Completed F&I School Certified Business Manager (01/27/2016) Personal Reference:

Desmond Nwoke: 307-***-****

Diane Pease : 509-***-****

Jose Herrera: 760-***-****



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