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Customer Service Relationship Banker

Location:
Philadelphia, PA
Posted:
May 01, 2023

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Resume:

LAMONT BRYANT 267-***-*****Philadelphia, PA ***** *adwunu@r.postjobfree.com

Page 1 of 3

Lamont Bryant

267-***-*****Philadelphia, PA 19126 *adwunu@r.postjobfree.com

*Authorized to work in the US for any employer

Work Experience

Calcap Lending LLC -Private National Lending*Commercial Loan Officer-NMLS#1493625 Feb 2022-Present

Contractor Position/Broker. JOB DUTIES AND RESPONSBILITIES Include: POS USED: ENCOMPASS, SHAPE SOFTWARE, SALESFORCE, CRM, CORELOGIC REAL QUEST, POWER POINT, OUTLOOK, EXCEL & MS

*Products Sold: Fix/Flip, Ground Up Construction, Bridge & Long Term Rental/Vacation Properties Multi-Family & Mix Use

*Self, source all Leads & Loans from “Direct Borrowers, Brokers, Real Estate Agents & Personal Referrals

*Collect & Complete all documents from 1003 Application through Closing Documents and fund of loan

*Negotiate Mortgage Terms & Pricing before sending to the Underwriting dept

*Educate and explain company “Policies, Procedures, Product Line to all client for best recommendations

Prudential Savings Bank Philadelphia Region

Assistant Vice President of Financial Center Managers-NMLS# 1493625 Specialize in “Retail Banking, Commercial/Residential Lending, HELOCS, Credit Repair, Team Building, Direct Sales, Leadership Development, Profit & Loss Management, Community Development, Customer Acquisition and Sales Management”.

July 2020-Dec 2021

JOB DUTIES AND RESPONSBILITIES:

Full-time position, hired to oversee six “Finance Center Managers for the Region” & monitor the overall financial and customer service performance of all branches. Supervise the daily operations of the Regionals Portfolio, to achieve “Financial/Operational goals”. Perform “Monthly & Yearly Audits for all Branches”, participate in all hiring of Branch Management & Hourly staff. Also, responsible for implementing strategies to achive Key Sales & Service Goals through the delivery of exceptional customer service which supports the banks

“Deposits, Loans, New Account Opening & Fee Income Goals.

[Left Prudential Bank b/c of the sale to Fulton Bank] LAMONT BRYANT 267-***-*****Philadelphia, PA 19126 *adwunu@r.postjobfree.com Page 2 of 3

Velocity Mortgage Capital Account Executive/Commercial Loan Officer - Philadelphia, PA May 2019 to June

JOB DUTIES AND RESPONSIBILITIES:

• Heavy outbound calling effort

• Develops & prepares loan solutions and refers products, service; reviews documentation to ensure compliance. Manages customer pipeline for efficiency.

• Maintain and develop relationships with residential and commercial mortgage brokers

• Maintain client relationships and facilitate client contact throughout the loan process.

• Research industry trends to help identify top prospects & the most efficient way to service the client. Citizens Bank Philadelphia Region

*Business Relationship Banker

Jan 2015 to May 2019

Worked closely with new & existing retail and Business customers to understand their financial needs, solutions, spending, saving & borrowing habits. Also, provide recommendations & assist

"Business Customers" while ensuring compliance with financial policies, procedures and regulatory requirements on a daily basis! The key to being a "Business Relationship Banker" build trustworthy long lasting relationships, help businesses reach their financial, personal & business goals. By moving sales to the next level in order to meet not only today's goals but future goals as well.

*Associate Licensed Banker: In my first role of "Associate Licensed Banker" my responsibility was to give every customer the best customer service experience that they can get when they come into Citizens Bank. With over 14 year experience in the Sales, Financial & Insurance Industry. By offering Citizens Bank’s best products including "Checking, Saving, Loans, Mortgage, Life Insurance & a number of Financial Products. I was able to hit my goal every quarter for two straight years. Independent Insurance Agent* Health, Life & Fixed Annuity Licensee Jan 2004 to June 2018

• Over 14 years of Customer Service & Direct Sales of Individual & Group Benefit Plans.

• Established and maintained long term client relationships and customer service

• Prospected clients through cold calling, B2B and proper networking

[

/ March 2020 - Covid Restrictions, became a contractor and currently contract w/Velocity LAMONT BRYANT 267-***-*****Philadelphia, PA 19126 *adwunu@r.postjobfree.com Page 3 of 3

Financial Advisor*Prudential Insurance Company of America July 2012 to 2014

• Provide a broad range of financial products, services & commitment to helping clients & businesses improve their future financial success. • Developing & implementing a business plan that best suits the client.

Education

Bachelor's in Computer Technology Berean Institution School of Business - Philadelphia, PA Temple University-Business Administration & Accounting Reference given at request!

Certifications and Licenses

NMLS#1493625

Public Notary: January 2021 to January 2025 License to notarize documents under the state. Additional Information

(Encompass, Shape Software, CRM, Corelogic Real Quest, PowerPoint, Excel & Outlook)

• Excellent analytical & communication skills

• The ability to prioritize effectively and manage a variety projects within the deadlines.

• Very effective working in a team environment as well as independently

• Public Speaking • Payroll/Scheduling

• Salesforce 10+ Years • Accounts Payable (10+ years)

• Marketing • Account Management (10+ years)

• Accounts Receivable (10+ years) • Benefits Administration

• B2B Sales • Business Development



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