Sales Associate Customer Service

Eileen Kennedy

SIERRA MADRE, CA **** 626-***-****

LinkedIn ****************@*****.***

Creative Licensed mortgage professional with extensive experience in the financial and banking industry. Known for a strong collaborative spirit and a proven track record of meeting goals and sustained client success. Passionate about creating lasting connections with customers and business partners on the way to finding mortgage solutions that meet both of their needs.

Project Management

Innovative Collaborator

RESPA

Business Strategy

Client Development

Loan Documentation

AUS (Automated Underwriting System)

Licensed in 21 States

Professional Experience

Mr. Cooper Mortgage/Nationstar March 2021-May 2022

Licensed Purchase Mortgage Professional

Responsible for assisting customers in the mortgage lending process of home buying.

Thorough knowledge of agency and government underwriting guidelines

Independent worker, strong sales and closing techniques

Ability to prioritize tasks

Over 20 years of mortgage experience

Licensed under NMLS and the CA-DOC in 21 States

Closets by Design, Monrovia, CA Aug 2019 – March 2021

Design Consultant

Employ a self-motivated, driven, direct sales orientated approach and deliver superb, interactive in-home customer design experiences.

Demonstrate a “closer” mentality, leading to a 40% sales rate; sales increased 20% over the last five months.

Detail Oriented in design, but also able to handle multiple projects at one time; use excellent communication skills to effectively bring design vision to life for the client.

Rideshare Driver, Monrovia, CA Dec 2016 – March 2021

Driver for Uber and Züm focused on safe, efficient travel and high-quality customer service.

For Uber, successfully completed over 800 rides over four years.

For Züm, safely transported special needs children to and from school for two years.

Optimized positioning and schedule to reduce wait times and increase revenue.

Stayed level-headed during encounters with aggressive and inebriated passengers. Used humor and customer service to de-escalate potential disputes.

Bank of America, Monrovia, CA Dec 1988 – Feb 2017

Personal Banker AVP Jun 2011 – Feb 2017

Opened credit cards and other accounts; worked with business partners to develop mortgages and personal loans.

Demonstrated analytical and problem-solving abilities in coming in at 105% or above on; named to the Top Performer list.

Displayed excellent oral and written communication skills in optimizing sales opportunities, routinely landing in the top 40% in my division.

Ensured compliance to state regulations and policies.

Mortgage Loan Specialist Sep 2009 - Jun 2011

Utilized expert knowledge of industry and financial services in pioneering a new position within a high-volume banking center focused on developing loans through referrals.

Utilized collaboration and strong customer service skills throughout the loan application process; comfortable emailing, faxing and providing phone support.

Contacted borrower and/or mortgage broker to collect necessary documentation and act as a liaison between origination staff, underwriters, and customers to effectively close loans.

Provided quality loan processing, reviewed files for adherence to underwriting standards and reviewed each submission for completeness.

Vice-President of Premier Banking Jun 2000 - Apr 2009

Leveraged outstanding consultative expertise to partner with clients in analyzing financial situations and goals; devised strategic solutions and action plans based on individual client needs.

Effectively managed a client base of 350 households, representing $60M in assets; consistently exceeded retention and business development goals.

Directed consistent revenue growth for the company by securing and building a large-scale client base, driving an average of $10M in deposits and investments annually.

Collaborated with brokerage advisors to boost investment revenues to $1.2M per quarter.

Education & Credentials

Master of Business Administration, University of Phoenix

Bachelor of Arts in Communication, California State University, Fullerton

Interior Design Certification– New Skills Academy

Licensed Sales Associate in 21 states

Fair Housing Act Certification

Software Experience

Comfortable using Mac and Windows

Skilled with mobile devices (iPhone, iPad, etc.)

Microsoft Word

AUS Mortgage system

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