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Customer Service Sales

Location:
Port Huron, Michigan, 48060, United States
Posted:
March 19, 2011

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Kelly Blake

**** **** **. - **** *****, MI *****

Phone: (810) ***-****

Email: iaz28m@r.postjobfree.com

Licenses held

State of Michigan Life, Health and Disability License

Professional Experience

Notary Public 05/2006 - 01/2010 Notary Public, Mortgage Loan Closing Agent

Witness signing of documents and notarizing the documents.

Acts as an impartial third party to witness the signing of mortgage loan documents.

Process and deliver paperwork.

Standard Federal Bank 12/2001 - 12/2002 Licensed Personal Banking Consultant

Consulted with prospective and current clients to develop strategies to meet their financial needs which included annuity products, retirement savings accounts and other investment options. Provided full service mortgage solutions, home equity loan options as well as consumer lending options.

Exceeded sales goals of Annuity products as well as deposits, loans and referrals to other departments.

Represented the business through key leadership roles in civic, charitable, business and social organizational activities in order to maintain a good citizen stature for the bank. Handled face to face contact with new and prospective clients;dealt with clients on the telephone on a regular basis.

Innovative Mortgage Company 12/1998 – 11/2001 Mortgage Account Executive/Branch Manager

Developed business by calling on potential or existing customers to develop new business or retain existing business, in person or via telephone.

Consulted and interviewed clients to develop information concerning their needs, desires, and earnings; obtained and analyzed pertinent financial and credit data; advised clients on suitable loan programs; provided price quotes.

Originated loan applications for first and second mortgages; completed all necessary form in computer or by hand. Negotiated terms and conditions of loan with mortgagors. Processed and closed mortgage loans when necessary.

Bank One 09/1989 - 12/1998 Teller,Customer Service Representative, Loan Consultant, Mortgage Processor/Closer

Exceeded sales goals of banking products including deposits, loans, referrals to other departments. I

Implemented referral program for teller's, coached, trained and mentored new hires.

Responsible for assisting customers via telephone and in person.



Contact this candidate