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Loan Processor Customer Service

Location:
St. Augustine, FL
Salary:
55,000
Posted:
April 04, 2023

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Resume:

Page *

Brian J. Sundermier

*** ******** **. **. *********, Florida 32092

E-mail: adwb6r@r.postjobfree.com

Mobile: 904-***-****

Objective:

To obtain a challenging position, utilizing 20+ years of increasingly responsible and diversified management, sales, marketing and financial experience, affording me the opportunity to continue to grow personally and professionally. Education:

• University of Florida, B.S. Degree (Business Marketing and Economics) Accomplishments:

• Results driven, performance results recognized in multiple industries meeting/exceeding all goals and metrics

• Managed and grew new markets in (3) different industries (financial loan, proprietary software, retail/service)

• Implemented industry specific best practices in customer service, finance, and administration

• Identified as a top performing employee throughout work history Summary Profile/Skills:

• Strategic sales, solution selling and market development

• Leadership/Management experience

• Exceptional time management skills

• Financial acumen

• Formal communication and presentation skills

• Professional image and excellent customer service orientation

• Ability to build/maintain account loyalty through solid relationship building

• Goal and metric oriented

• Technologically proficient in Microsoft Office and various industry specific software applications Professional Experience:

PHH Mortgage, Lenderlive, Computershare, Jacksonville, Florida March 2009 - Current High Net Worth Priority Loan Coordinator/Loan Originator/Loan Processor

• Dedicated consultant for Merrill Lynch, HSBC, and UBS premier high net-worth customers through the refinance/new purchase loan process.

• Experienced in Conventional, FHA, VA, Jumbo, Non QM, Fix to Flip, and Bridged loans.

• Established relationships with financial advisors and the bankers to service their clients who have excess of 5 million dollars invested with these firms.

• Aggressively adapted to financial transitions and policies servicing multiple sources (Merrill Lynch, HSBC, UBS), with high proficiency.

• Exceeded all company metrics including loan closures, interest rates, purchase commitment deadlines, exceptional quality, and customer service goals.

• Managed an aggressive portfolio in excess of as many as 140 loans, at a time, thru expertise along with excellent time management skills significantly increasing employer’s net revenue.

• Prepared all underwriting financial statements, 3rd party, and other required documentation to meet product guidelines and adhere to the client’s need for product placement and financial parameters. Emergency Communications Network, Ormond Beach, Florida 2007 – 2008 Regional Account Representative

• Developed marketing materials, solution selling techniques and strategic planning to prospect and sell high speed/web-based emergency notification systems (Reverse 911) to the local government sector.

• Prepared and delivered both on-line and in person sales presentations.

• Created solid working relationships with key government officials and decision makers.

• Negotiated terms of sale, prepared proposals, RFP’s, signed contracts and all other required documents. Page 2

Brian J. Sundermier

420 Palisade Dr. St. Augustine, Florida 32092

E-mail: adwb6r@r.postjobfree.com

Home: 904-***-**** Mobile: 904-***-****

Experience (continued):

Household Finance Group, HSBC GROUP, Jacksonville, Florida 2003 – 2007 Senior Account Manager/Assistant Manager, Loan Originator

• Lead and managed a sales team of approximately 10 employees to meet/exceed sales goals and quotas for a client base in excess of $50 million.

• Hired, mentored and trained new sales associates.

• Identified as the Presidential Award Winner for top sales performance; achieving top 10% and # 1 ranking in the state of Florida for 2 consecutive years and maintained top 20% ranking during remaining tenure with company.

• Reviewed daily revenue numbers, processed and funded mortgage loans, resolved major sales concerns and maintained retention mortgage payoff information, managed leads and marketed various mortgage products to clients.

• Reviewed and finalized all required documents for underwriting tasks, appraisal/title reports and closing and funding loan requirements.

Preferred Rent-a-Car, Orlando, Florida 1999 - 2002 Office Manager/ Account and Market Representative

• Managed all employees and marketing efforts in three (3) separate offices (including airport location), selecting and training new hires, servicing clientele, expanding new markets and establishing/maintaining profitability for each location.

• Gained valuable experience in business to business (B2B) and business to consumer (B2C) sales, customer segmentation, target marketing, negotiation and the importance of developing/updating market strategies.

• Consistently ranked in top 5% (#1 of13 managers) within the company.

• Managed and exceeded profitability metrics.

• Conducted market analysis and research; resulting in the opening of 2 new offices in high demand areas.



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