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0000 xxxxxx xxxx , xxxx , xxxxx 00000 • (xxx-xxx-xxxx or ( xxx-xxx-xxxx abc@xyz.com
Operations Management/Business Development/Relationship Cultivation
Project Oversight ~ Organizational Efficiency ~ Human Capital Development
Results-driven Business Development Professional eager to offer cross-functional leadership, account management, relationship cultivation and communications to a progressive organization. Particularly astute at developing and implanting client retention and loyalty programs as well as market penetration.
Key Transferable Skill Sets
Strategic/Feasibility Plans • Leadership Principles • Retention and Loyalty Focused • Extensive Business Analysis
Financial Management • Efficiency Strategies • Proactive Problem Solving • Business Development
Data Gathering and Analysis • Time Management Effectiveness • Market Penetration
Office/Administrative Support • Competitive Intelligence Assessments
Qualifications Profile
Strong analytical background with the ability to work independently on multiple projects with specialized experience in project oversight and adherence, information management, profit and loss analyses, budget forecasting, customer service programs, call center management, network management strategies, group dynamics, efficiency practices, market exposure techniques, vendor acquisitions, conflict management and effective communication techniques, budget and timeline adherence and strategic planning.
Possess strong organizational and analytical skills and highly adaptable in quickly changing business environments.
Skilled at managing multiple projects and leading teams in cross-functional, concerted efforts.
Knowledgeable in numerous facets of management with a focus on high yield results with as minimal risk as possible.
Competent leader and mentor who is able to create a team environment, including building collaborative relationships, training peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.
Proven ability to adapt strong process knowledge and technical skills to diverse organization needs.
Technology savvy and proficient in numerous software applications and platforms.
Transferable Competencies
Manage high level business facets including in-depth analyses related to departmental budgets, financial lines and marketing plans.
Compute sales projections, evolving sales strategies, ascertain resource and budgetary requirements and contribute to critical policies and decisions necessary to attain sales goals and key performance benchmarks.
Develop in-depth marketing and business development plans by thoroughly analyzing market trends, demographic, and psychographic information.
Strong analytical background with the ability to work independently on multiple projects with specialized experience in operational analysis, strategic planning, financial feasibility assessments, effective customer service methodologies, conflict management and effective communication techniques and research and data analysis.
Demonstrate dynamic leadership qualities and strong communication skills in successfully steering planning meetings and delivering comprehensive strategies.
Capable of in-depth research and data analysis with the purpose of improving customer edification and comprehension of different products and services.
Select Career Highlights & Contributions
Consistently originated 25-30M in closed loans for builder owned Mortgage Company. Secured 90% capture rate excluding cash and rejects with 97% customer satisfaction.
Earned 4-4.5% gross revenue per loan and generated $1-1.5M gross profit.
Created and implemented customer satisfaction program for other company loan officers modeled after own successes.
Managed over 500 inbound contact center agents indirectly, over 32 direct reporting group managers, team supervisors and related infrastructure and consistently generated higher than budgeted profitability.
Created highly profitable national call center that included a 7 figure profit after 8 months of operation.
Directly responsible for 3 team leads and 20 call center loan officers as well as handled all recruiting, hiring and training of staff, and creation of policies and procedures for department.
Received 98% customer satisfaction response rate and outstanding compliance and regulatory audit.
Professional Summary
Senior Loan Officer
Prospect Mortgage 2009-Present
Senior Loan Officer
PNC Mortgage 2009-2010
Mortgage Loan Specialist
Bank of America 2009-2010
Senior Loan Officer
Suburban Mortgage Co, LTD 2002-2009
Senior Service Delivery Manager
Stream International 1999-2002
Call Center Manager
CTX Mortgage Co 1998-1999
Primary Job Functions: Strategic Planning, Creation of Business and Marketing Materials, Sales Process Training, High Level Analyses, Feasibility and Viability Plans, Client Cultivation and Retention Processes, Both Short Term and Long Term Budget Planning and Management Initiatives for Business Solvency, Valuation and Competitive Intelligence Assessments, Project Management and Adherence, Human Capital Training Programs, Customer Needs Analyses, Competitive Analyses.
Academic & Professional Development
University of Texas at El Paso
Quality CRA Certification Examination
Creating Customer Loyalty
Fundamentals of Consumer Credit
Home Improvement/ Equity Lending
Windows, Word, Excel
Professional Selling Skills
Selling Real Estate Loans
Prior Series 7 & 63 Certified
Fair Lending Training
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