Branch Manager Loan Originator

**** ******** **** #*** **********, IL *****

Phone 847-***-****~ E- ************@***.***

Steven M Levin

Objectives I seek a job in your organization as a team player so that I can use my academic skills as well as the interpersonal qualities for the benefit of the company. Utilize my outstanding sales and interpersonal skills to reach sales goals and maximize revenue and earnings.

Experience 12/08/2022 to Current

03/01/2013 to Current

04/15/2018 to

03/15/2021

01/2011 to 02/28/2013

Mortgage Banker

07/2010 – 12/2010

Illinois Life & Health Insurance

License

Draper & Kramer Mortgage Inc.

Show Host – Roll the Dice

AM 1590 WCGO

Chicago Financial Services

ELB Mortgages

Highland Pk, IL

Northbrook, IL

Chicago, IL

Chicago, IL

Northbrook, IL

Loan Originator~

10/2009 – 07/2010 Chicago Financial Services Chicago, IL Loan Originator / Branch Manager~

Managed a Branch & team of Loan Officers in Chicago area.

Managed Branch Production & Personal Production with new/different products available in the market.

Accurate completion of the mortgage related documentation in compliance with the lending policies and procedures of the company.

03/2008-09/ 2009 Flagship Mortgage Northbrook/Deerfield, IL Loan Originator / Branch Manager~

05/2007-03/2008 1stMetropolitan Northbrook, IL

Loan Originator / Branch Manager~

1999-05/2007 Perl Mortgage Northbrook, IL

Loan Originator / Branch Manager~

1985-2000 Integrated Ins. & Financial, Inc. Northbrook, IL Insurance Broker for Life, Health, & Annuities~

Registered Financial Advisor. Licensed Series 7 & 66 Individual and Mutual Fund Securities broker. Life, Health, Accident, and Annuities licensed. Financial Planning to families/individuals, presented to group seminars. Involved with children’s college education, retirement planning, large expenditures, and investments.

Delivered annual growth on assets of at about 10 million dollars for personally managed client portfolios.

Grew customer base year over year. Earned a reputation for expert financial advice and superior customer service that resulted in strong referral business.

Handled transactions involving mutual funds, stocks, bonds, and options for clients from diverse cultural and socio-economic backgrounds.

Performed hedging, financial modeling, financial analysis, and risk-tolerance assessments to advise both high net-worth and low-income clients on best-option investment strategies.

Initiated regular client mailings to solicit feedback and maintain high client satisfaction. Education 08/76 – 05/80 Niles Township,North

Skokie, IL

Math

08/80 – 05/84

Indiana University

Bloomington, IN

Accounting

Finance

References

Alan Cohen, Owner Accurate Perforating 847-***-**** Ken Perlmutter, President Perl Mortgage 773-***-**** John Nordigian Norstan Inc. 847-***-****

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