Finance position

***** ******** **** **** ******, TEXAS *****

PHONE 281-***-**** E – MAIL *********@*****.***

J E R E M Y D. B O U R N E

EDUCATION

****-**** ********** ** ******* Houston, Texas

Bachelor’s Degree in Finance

Knowledgeable of Microsoft Word, Excel, PowerPoint

Obtained property & casualty claim service adjuster’s license

Obtained mortgage loan officer license

WORK EXPERIENCE

09/08 – present Grandmark Mortgage Woodlands, Texas

Mortgage Banker

• Sell customers on our programs

• Negotiate with customers on rates and our closing fees

• Maintain relationships with customers for referrals

• Preserve relationships with realtors

• Set budgets with customers to see if they qualify

• Follow the bond market to predict where interest rates will move

• Multi-task on a day-to-day basis

01/08 – 09/08 Family Funding Woodlands, Texas

Loan officer

Call potential customers for home purchases, refinances, and home equity loans

Work leads and sell our company’s products to potential customers

01/07 – 10/08 NovaStar Mortgage Woodlands, Texas

Loan officer

Call potential customers for home purchases, refinances, and home equity loans

Sell customers on our products and rates

09/05 – 11/06 Allstate Insurance Woodlands, Texas

Liability Investigator

Determine liability for automobile accidents

Responsible for managing 50 claims on a regular basis including: negotiating with other insurance companies, taking statements from all drivers and witnesses, explaining the claims process to all customers, and trying to make their accident experience run as smooth as possible.

Negotiate with customers on what percentage they were at fault

Sold customers on using our repair shops

Mentor for 2 newly employed workers

10/04 – 4/06 Dillard’s Woodlands, Texas

Sales Associate for women’s and men’s shoes

Up sold customers on men’s and women’s shoes

Contact this candidate