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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000


career profile


     accomplished mortgage sales professional with more than 7 years experience in residential and construction loan origination environments.

     adapt quickly to new work environments and collaborates well with staff and senior management.

     possess a successful track record in meeting/exceeding loan closing as well as new account goals.

     dedicated to superior customer service and cultivate business relationships to obtain long-term revenue generation. 

     successfully manage loan administration responsibilities in a high volume atmosphere.

     possess excellent written and oral communication skills with a pleasant, professional demeanor.

professional experience


superior mortgage group, city, nj                                                                          2007-2008

mortgage planner

     advise clients during the mortgage process by completing applications, requesting financial documentation, and discussing financing products and pricing.

     pre-qualify clients during initial inquiry calls and review data with loan officer.

     serve as liaison between customer, branch, and processing center to facilitate submissions/closings.

     collaborate with processor, attorney, insurance agent, and closer to obtain all necessary documentation and facilitate loans closing on time.

     analyze complex financial data in client files to identify potential problems with loan applications and locate solutions prior to submission for processing.

     review and collect conditions from borrowers for the processor as required.

     manage customer development pipeline, including updating status of loans, while preventing pipeline fallout and quoting rate to pipeline floats.

     protect confidential information of current and previous customers.

     administer an updated database of all customers to generate target marketing campaigns.

     acquire new customers by cold calling a list of potential leads on a daily basis.


integrity home loans, city, nj                                                                        2005-2007

production assistant

     facilitate all customer inquiry calls to pre-qualify clients and review financial data with loan officer.

     create and coordinate marketing strategies targeted to buyers, sellers, realtors, and home builders.

     assisted with planning loan origination goals required to fund and close loan amounts for annual production goals.


chase home finance, city, nj                                                                           2001-2005

senior loan officer assistant

     assisted branch manager with all loan origination operations.

     trained new employees and helped them transition to new work environments and policies.

     collaborated with loan officer to complete and sell construction loan products from open to close.

     helped loan officer to meet and exceed annual closing goals through innovative marketing strategies, new business development, and superior customer relations.



union county college, city, nj                                                                         

liberal arts student

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