Customer Service Sales

Phillip D. Jackson

***** ******* ****

Highland, Ca 92346

951-***-**** (cellular)

Email: ***************@*********.***

Objective: Use my experience and education to support the organizational goals. Contribute to sustainable profitability, within the corporation through improvement in workflow, customer service, and completion of assignments independently.

Core Competencies:

• Excellent organizational and time management skills

• Working knowledge of mortgage industry

• Strong government background

• Flexibility and adaptability to changes in priorities and deadlines

• Excellent customer service skills

• Ability to work independently as well as in a team environment

• Strong financial background

• Interpret regulatory requirements, and decision making accordingly.

Education:

• MPA in Public Administration Degree, University of Phoenix 08/2012

• BS/A Business Administration Degree, University of Phoenix, 07/2010

Certifications/License:

• Real Estate license

• FHA/VA underwriting certificate

• FHA/VA processing certificate

Computer Knowledge:

• Software: MS office, Excel, LPS and Point

Experience:

12/07 – 11/10 Wells Fargo Bank, San Bernardino, Ca

Consumer Underwriter 2

• Review legal documents (declaration, by-laws, trust agreements, tax returns and financial statements)

• Underwriting large and complex transactions

• FHA , Fannie Mae, Conventional guidelines and procedures

• Ensure accuracy and completeness

• Customer Service

• Involved is making recommendations on credit structures

• Rationale behind credit decision

• Direct and train lower level team members

10/06 – 10/07 Mortgage One Financial, San Bernardino, CA

Loan Officer

• Business development for residential mortgage

• Account Executive

• Product knowledge of residential loans

• Fannie Mae, Conventional or Sub-prime Knowledge

02/01 – 09/06 Hillcrest Funding/ Hillcrest Home Lending, Ontario

Funding Manager

• Managing Funding and Processing department

• Managed 10 team members

• Document Review

• Customer Service

• FHA, Fannie Mae, Conventional and Sub-prime knowledge

• First time homebuyers program city and county

• Manage operation workflow

• Ensure accurate closing and turnaround time

07/98-02/04 Alta Loma Financial, Alta Loma, Ca

Business Development

• Generating leads for possible sales

• Analyzes financial and credit data

• Drafting and enforce sales policies and processes

• Customer Service

• Working with underwriters to ensure accurate and timely closing

• Managing staff of 15 team members

• Focus on reviewing emerging markets, building market ideas and identify new prospective business.

Referral upon request

Contact this candidate