Sales Manager Outside

JOSHUA ADAM AGEE

SanJose,CA

******@*****.*** 408-***-****

https://www.linkedin.com/in/adam-agee-161a3543

RESIDENTIALMORTGAGE -BRANCHBANKING -AUTOFINANCEMANAGER

Highly accomplished Finance and Banking Specialist with 20 years of experience in consumer finance and lending in residential mortgages as well as high-pressured sales.A 6-year managerial experience with supervision of an 11 employee staff.Recognized for outstanding sales performance by numerousPresidents’ Club awards,salesman-of-the-month awards,over $23 million in quarterly fundings and high honors in customersatisfaction.Asadedicatedteamleaderwithwellgroundedworkethics,establishingsoundpersonal andbusinessrelationshipsisthekeytosuccess.

CORECOMPETENCIES

● ExceptionalInterpersonalSkills

● RiskandCompliance

● MentoringandCoaching

● ProfessionalIndependentJudgement

● NegotiatingTechniques

● ExpertProductKnowledge

● UnderwritingandPrequalifying

● EmployeeManagement

PROFESSIONALEXPERIENCE

SelfEmployed–SanJose,CA Nov2022-present

CustomertoRealtorLiason

WellsFargoHomeLending–SanJose,CA Oct2021–Nov2022

MortgageLoanOfficer

ChaseHomeLending–SanJose,CA Jan2017–Oct2021

MortgageLoanOfficer

BankOfAmerica–SanJose,CA July2015–Jan2017

MortgageLoanOfficer

EverBankHomeLending–SanJose,CA March2014-Dec2014

MortgageLoanOfficer

UnionBank–SanJose,CA July2011-March2014

SeniorRelationshipBanker–BusinessBanking,ResidentialLending ABILITIESANDDUTIES

To locate and create lucrative business relationships by using well-developed research skills and efficient outside sales routes.To step in as sales manager when needed.To organize client gatherings and deliver educational and insightful weekly presentations.To remain accessible to inside staff members,upper management and clients throughout the week,evenings and weekends.To have a clear knowledge of the company's current business practices by keeping up-to-date with any enhancements to regulations and guidelinesincludingprequalifying,underwriting,fundingandgeneraloperations.Topracticeresponsiblesales and account management principles.To remain proficient in various up to date types of communication and computerprogramsandtech.

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