Lisa Wellner-Moskal

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

Temecula, CA 92592

314-***-****

adyuop@r.postjobfree.com

Professional Experience:

June 2017 – July - 2023 – Fifth Third Bank

Account Executive

• Hired to open brand-new West Coast territory for the Correspondent Channel.

• Building and managing 25 plus active lenders in a territory covering California, Oregon, Arizona, Washington, Nevada, Utah and Idaho. California and the West Coast territory provided 75% of the Bank’s Correspondent volume for the last 3 years.

• Develop new accounts based on relationship, selling the Bank’s products and delivering top quality customer service.

• Perform Welcome Calls to new clients. Train and assist with Black Knight’s Lending Space software. Communicate with clients for any industry updates and implement changes along with company’s guidelines and policies.

May 2007 – June 2017 - US Bank Home Mortgage

Account Executive

• Building and managing a territory covering MO and Southern IL. As of May 2014, San Diego and Inland Empire.

• Development of new accounts based on a relationship selling approach.

• Continual training and development of new and existing accounts/lenders on all US Bank policy and procedures as well as compliance and regulatory changes.

• Started a territory that produced $500m in 2008- 2009, over $1b each year from 2010- 2013 and $5b in 2014-2015.

• Met 100% of established goals to earn Presidents Club status 7 out of 9 years of service.

• Met 150% of established goals to earn Presidents Circle status. August 2003– May 2007 - InterFirst Wholesale Lending, a division of ABN AMRO Mortgage Group.

Account Executive

• Managed a territory of 40 plus Broker and Correspondent accounts.

• Developed new accounts with training of products and company processes.

• Cultivated relationships by assisting in the development of loan originators through sales training.

• Assisted in development and training of processors and closers. September 2001 – August 2003 – United Guaranty Insurance Corp. Sales Representative

• Solicited new business for mortgage lenders in market.

• Managed existing account relationships, developed territory management plan with Account Manager

• Conducted educational seminars/workshops.

• Trained lender clients on navigation of website and automated underwriting systems interfacing with FNMA Desktop Underwriter and FHLMC Loan Prospector. October 1998 – September 2001 - Radian Guaranty, Inc. Contract Underwriter

• Approved residential real estate loans up to assigned limits for various investors.

• Gained proficiency in FNMA-DU and FHLMC-LP along with various other lenders’ automated underwriting systems.

• Proactively communicated loan status to investor and loan originator.

• Answered underwriting questions regarding various investors’ products.

• Analyzed financial status of borrowers and properties for mortgage insurance risk.