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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx •



career objective

results-driven, solutions-focused and detail-oriented team player desiring a challenging and progressive sales role within a dynamic and successful financial institution.



ø  offer over 6 years solid and progressive consumer finance experience, including expertise within mortgage lending, product sales, and management capacities.

ø  in depth expertise in life, health, annuities insurance processing and sales.

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

ø  apply sharp problem-solving proficiencies, intelligent business acumen, and cost-effective strategies, along with exceptional written and verbal communication skills, to any professional environment.

ø  successfully steered sales operations to generate high volume growth and revenue.

ø  capable of staying focused and maintaining a calm demeanor in high-pressure situations while exhibiting high quality, diplomatic customer / client services interaction both in person and via telephone.

ø  contribute proactive planning, developing, and implementing of sales campaigns / promotions to expand utilization of company products and services.

ø  able to effectively maintain cross-sell ratios by peeling the onion , while profitably offering and closing the sale on all financial products to both new and established clientele.

ø  skillful at performing independently or within a team to exceed all operational goals and objectives.


~ key achievements ~


top ranking professional in miami mortgage industry

recognized for superior sales and customer service skills.

professional experience


indy mac bank                                                                                                                              2007-2008

sr. loan officer

  • sharp business acumen and experienced in managing broad scope of operations, from loan origination, customer service and loan processing to marketing of home loans.


american home mortgage                                                                                                           2006-2007

sr. loan officer

  • managed broad scope of loan/finance activities including origination, processing, and marketing home loans.


american southern/jv wells fargo                                                                                                  2006

loan office

  • successfully steered sales operations to generate high volume growth and revenue through superior services of loan origination, processing, and marketing for three offices.


wells fargo private mortgage banking                                                                                    2005-2006

private mortgage banker

  • consistently ensured delivery of quality customer service vital to sustaining and growing accounts.
  • responsible for the successful origination and underwriting of jumbo home loans.


countrywide home loans                                                                                                            2002-2005

loan officer

  • effectively identify and capitalize on opportunities to penetrate and develop markets utilizing exceptional recruiting and marketing skills, along with loan origination and processing services.


professional education


associates of arts degree miami-dade community college north miami, fl                                    1989-1991

general courses florida atlantic university boca raton, fl                                                        1992-1993

licensed florida 2-15 state license for life, health, and annuities                                                    2008

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