career objective

 

results-driven, solutions-focused and detail-oriented professional desiring a challenging and rewarding financial support role within a dynamic and successful organization where previous experience can merge toward the active achievement of exciting new business opportunities for continual organizational growth.

 

profile

 

ø  offer solid professional experience in commercial and residential loans, underwriting, real estate appraisals, and consumer finance support roles, including expertise within business-to-business negotiations, strategic analysis, training / development, and client relations capacities.

ø  achieve substantial sales goals through the optimization of strong business negotiations skills, dynamic presentation abilities, and superior interpersonal relationship-building techniques to achieve operational success and essential business retention.

ø  skillful at seamlessly blending strong decision-making abilities with outstanding organizational skills, solid analytical attributes, and successful interpersonal relationship-building techniques.

ø  optimally develop and maintain effective working relationships with clients to anticipate consumer needs and increase overall operational satisfaction.

ø  contribute a proven record for producing substantially profitable transactions through effective planning and organization while working under considerable time constraints.

ø  maintain accurate and proactive financial policy / procedure implementation through consistent professional educational and training endeavors to ensure successful compliance with financial laws and regulations.

ø  excel within independent or team-based environments to meet and/or exceed all organizational goals and objectives while exhibiting proven sales acumen.

 

professional experience

 

madison national bank, hauppauge, ny

ø  provide consultative expertise in the presentation, negotiation, and sales of financial services while consistently ensuring the highest levels of customer satisfaction are achieved at all times in the overall maximization of organizational profits.

ø  develop clientele from a non-existent foundation to create a consistently loyal client base and maintain continued operational marketplace presence.

 

greystone, long island, ny

ø  analyzed customer needs through the utilization of comprehensive wholesale commercial loan product knowledge and outstanding communications skills to build optimal relationships with mortgage brokers while concurrently exceeding all team-based and individual funding goals.

ø  efficiently gathered detailed information for the processing of loan applications from potential borrowers, as well as obtaining necessary documents required by lenders for loan approval.

 

 

professional experience

(continued)

 

green point financial, lake success, ny / houston, tx / flushing, ny

ø  maintained responsibility for all wholesale commercial mortgage production within the new york south market, including developing and maintaining essential long-term business relationships by facilitating profitable formal presentations and regularly interfacing with clients and operational personnel to ensure a seamless organizational process.

ø  successfully doubled year-end origination and production volume within the first year of employment, as well as attaining recognition as a nationwide top producer for the commercial mortgage division each consecutive year from 2002 to 2007.

 

ø  performed accurate underwriting activities of commercial loans of up to $1 million, along with building valuable new business relationships and sustaining positive relations with support staff members.

ø  optimally monitored appraisal and underwriting processes, including making necessary recommendations for cost-effective organizational improvements to ensure essential compliance with all corporate-based standards and business objectives.

ø  proficiently served as a lead underwriter for a standalone commercial / mixed-use lending unit which was part of a unique pilot project that explored the overall feasibility of offering specific products to additional markets.

 

ø  created exceptional policies and procedures toward the active recruitment, development, and supervision of personnel within various high-volume offices in the corporation s central region (i.e. houston, chicago, denver, phoenix).

ø  attained the significant task of managing all company-oriented national quality control functions by contributing accurate operational capabilities, essential appraisal expertise, and valuable leadership strengths.

ø  successfully spearheaded effective policies, procedures, and guidelines regarding necessary appraisal practices and standards, along with creating a comprehensive employee manual which provided direction toward the submittal of detailed nationwide branch-based reports to be sent to the corporate office for analysis.

 

ø  proactively participated in critical loan committee meetings, including providing corporate credit and collateral analysis presentations to executive-level management and profitably assisting in the planning and development of an outstanding mortgage broker program.

 

various additional financial support roles held 1981 c 1996

 

education and professional certification

 

master of business administration banking and finance                        dowling college

 

bachelor of science in business management                                           hofstra university

 

certified real estate appraiser                                                                     state of new york