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Mortgage / Licensing / NMLS

Midvale, Utah, 84047, United States
$20 an hour
October 24, 2011

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Academy Mortgage December **** – September ****

Title: Licensing Specialist

Duties: Managed and facilitated mortgage licenses for a nationwide mortgage company

Work with state regulators to acquire and maintain state licenses – Lender, Broker, and Servicer

Account administrator for Company with the National Mortgage Licensing System (NMLS)

Transitioned company and branch licenses onto the NMLS

Educated and worked with management, branches, branch managers and loan officers in obtaining proper state licensing required for them to originate mortgages

Keep up with changes in “Safe Act” and state regulatory agencies to make sure loan officers stay compliant with changes in the mortgage industry

Apply for and maintain investor relationships with brokers/lenders

Apply for and maintain city business licenses for each branch

Envision Lending May 2008 – November 2009

Title: Senior Loan Officer

Duties: Originate mortgage loans – FHA, VA, FNMA, FHLMC

Proactively manage own sales performance

Developed own marketing strategies and campaigns

Developed strong referral base by providing tenacious client follow-up and exceptional service

Consult with clients seeking to refinance or purchase property. Help customers determine the best loan for their short term or long term needs. Provided expert consultation and aggressively sold mortgage products. Pre-qualified and pre-approved loans, evaluated applications and review credit history to determine loan risk. Monitored loans carefully from initial to closing: watch pipeline to track deals in progress. Ensure collection of all pertinent information and application completion through frequent client call back. Highly knowledgeable in all mortgage and loan products and regulations.


Windsor Real Estate June 2006 – November 2009

Title: Realtor

Duties: Listing and Selling Agent

Educate and help the client understand the home buying and selling process

Prepare contracts and correspondence and perform competitive product evaluations

Effectively negotiate contracts for both buyers and sellers

Market and build own cliental

Extend Health September 2008 – March 2009

Title: Licensed Benefits Advisor & Telephone Sales Representative

Duties: Sold MediGap, Medicare Advantage, and prescription drug plans to qualified clients based on needs and financial resources

Explained features, advantages, and disadvantages of various policies to promote the sale of various products - Performed Customer Service

Fidelity Investments June 1998-Demember 2004

Titles: Securities Trader and Customer Service Representative

IPO Specialist and Senior Transaction Operations Specialist

Duties: Processed large contributions for Employer sponsored retirement plans

Researched and resolved problems within Employer sponsored retirement plans

Helped auditors find errors and balance retirement plans

Called plan and account representatives to resolve problems within retirement plans

Help developed and improved the transaction process with in my department

Wrote several training and procedure manuals - Trained co-workers as needed

Traded stocks, bonds, options, mutual funds, and IPO's for customers

Assisted clients with Margin Calls

Educated customers about the Stock Market, Retirement Savings, and Internet trading

Took inbound calls from customers - Performed customer Service


2004 to Current – Utah Mortgage Loan Originator

2008 to 2010 - Property & Casualty Insurance Agent

2008 to 2010 - Life & Health Insurance Agent

2004 to 2009 - Real Estate Agent

1998 to 2007 - Licensed Securities Trader – Series 7 and 63

1992 graduated with Associates Degree in Arts and Sciences, background in Business


Available upon request

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