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Yyyyyy x. yyyyyy
Seasoned, dynamic and results-driven Senior Level Mortgage Lending Professional with an in-depth understanding of market positioning, high level client relationship management, and full cycle sales processes, eager to contribute demonstrated track record success toward supporting the goals of a progressive employer in a Senior Level Business Development role. Effectively pursue a consultative sales approach and leverage advanced communication and presentation skills to close deals.
Core Competencies
Lending Guidelines and Principles
Persuasive Communicator
Utilize Referral /Networking Platforms
Lending Compliance and Processes
Full Cycle Sales Management
Client Relationships/Retention
Hire/Train/Manage Teams
Business Analysis/ Improvement
Develop Key Marketing Strategies
Fiscal Accountability/P&L Results
Professional Qualifications
Engage new and existing clients in the sale of mortgage products including conventional, VA, and FHA; deep and rich understanding of compliance requirements, creditworthiness and product features.
Consistent high performer; named in the Top 5 Account Executives at Wachovia, funded over $100MM at WMC Equity Services, and named #1 Account Manager at Norwest Mortgage and South Coast Financial.
Define and propose best solutions to meet clients needs; ask in-depth questions regarding financial matters, guide improvements in credit status and manage process from inception to closing.
Cultivate meaningful internal/external alliances to strengthen position and influence cooperation.
Respected; gain the cooperation, buy-in and trust of staff, peers, management and clients with ease.
Lead teams to excel in individual and group performance targets; acknowledged mentor and motivator.
Instrumental in developing and maintaining critical business relationships based on trust and mutual respect; collaborated with a variety of professionals to guide smooth loan processes for clients in a multitude of lending products and packages.
Maintain utmost confidentiality, handle sensitive information with care, communicate lending conditions and deliver exceptional customer service.
Professional History
2010 to Present: Lights Financial - Mortgage Associate
2010 to Present: Seven Palms Real Estate - Real Estate Agent
2007 to 2009: Just Mortgage Inc. - Senior Account Executive
2004 to 2007: Wachovia - Account Executive/Sales Manager
1996 to 2004: WMC Equity Services - Account Executive/Account Manager
1993 to 1996: Norwest Mortgage Inc. - Account Executive
1990 to 1993: South Coast Financial - Mortgage Loan Originator
Licensure / Professional Development
Training Courses - Underwriting, Mortgage Lending & Real Estate Sales.
CA
DRE License #01072208 / NMLS #270826 / Department of Real Estate # 072208
/ N.M.L.S. #270826
Member,
National Association of Realtors and California Association of Realtors.
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