Technical Support Regulatory Compliance

Michael Barlow

Location: Allen, TX Email: *********@*****.*** Phone: 972-***-****

“Leadership is about making

others better as a result of your

presence, and making sure that

impact lasts in your absence.”

- Sheryl Sandberg (COO,

Facebook)

Competencies

● Interpersonal

Communication

● Leadership

● Organization

● Time management

● Adaptability

● Root Cause Analysis

Technical Skills

● Google Suite

● Microsoft Office

● Velocify

● Point

● AS400

● Advantage

● CRM Software

● Regulatory Compliance

● Product Knowledge

● Sales Analytics

● Technical Support

● Project Management

● Market Research

● Contract Negotiation

● Data Analysis

● Technical Documentation

Professional License

Mortgage Loan Originator

NMLS #1460942

General lines – life, accident,

health and HMO

#1515485

Academic History

University of Utah, BS

Economics

University of Phoenix, MA

Organizational Management

Branding Statement

Dynamic and results-driven professional with over ten years of experience in client relationship management, sales strategy, and account growth. Proven track record of exceeding sales targets and enhancing client satisfaction through strategic planning, exceptional communication, and rapid triage of complex support issues. Adept at fostering long-term partnerships, analyzing market trends, and delivering tailored solutions that drive revenue and customer loyalty. Proficient in CRM software and data analysis, with a strong ability to manage multiple accounts and projects simultaneously. Seeking to leverage expertise to contribute to the success of a forward-thinking organization. Professional Experience

New American Funding

Loan Officer 12/2024 - 03/2025

● Built and maintained strong relationships with potential borrowers, ensuring personalized service and trust

● Assessed financial data, including income, credit, assets, and liabilities, to determine borrowers' eligibility

● Prioritized customer service excellence by delivering tailored solutions and supporting business growth

● Generated new business opportunities by identifying client needs and offering financial solutions that met their objectives

Massey Services

Inspector/Sales Consultant 02/2024 – Current

● Manages client accounts with a focus on delivering customized solutions, maintaining regulatory compliance, and building long-term relationships

● Adept at conducting needs assessments, providing tailored services, and ensuring high levels of customer satisfaction

● Proven leadership skills in training and mentoring team members to uphold service standards Texas Lending

Mortgage Consultant 02/2020 – 02/2024

● Conducted comprehensive consultations to understand clients' financial situations, mortgage needs, and long-term goals

● Analyzed various mortgage products and recommended suitable options based on clients' financial profiles

● Developed and implemented marketing strategies to generate leads and expand the client base

Wells Fargo Bank

Home Loan Mortgage Consultant 09/2018 – 12/2019

● Streamlined loan processing procedures, reducing the average approval time

● Explained complex loan terms and conditions in an easy-to-understand manner, ensuring clients were fully aware of their commitments

● Mentored and trained junior consultants on industry best practices, loan processing, and client relationship management

One Exchange

Benefit Advisor 06/2012 – 08/2018

● Organized and led informational sessions to educate clients and potential clients about insurance benefits and options

● Conducted thorough assessments of clients' insurance requirements based on their personal and financial situations

● Clarified complex insurance policy terms and conditions to clients, ensuring they understood coverage limits, exclusions, and benefits

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