Contract License Analyst resume example with 5+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build team relationships.

Knowledgeable and innovative finance, sales and marketing professional whose success is based on integrity, exceptional customer service, efficiency and ambition.

Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build team relationships.


Customer service-focused

Sales expertise

Collections proficiency

Mutual funds knowledge

Cash handling expert

Bank security issues

Cash dispenser operation

Financial planning expert

NCR Cash recycler

Night and safe deposit system operation

  • Detail-oriented
  • Excellent time management
  • Analytical
  • Energetic
  • Friendly
  • Excellent communicator
  • Reliable
  • Knowledge of VA loan process
Marian Fond du Lac, WI Expected in 2016 Bachelors of Business Management : Business Management - GPA :

Bachelors of Business Management Fond du Lac, WI

Attended Investment Banking seminar

Completed Mortgage Underwriter training


Outstanding communications skills Comfortable interacting with, and persuading, people of all backgrounds.

Implemented several strategies that successfully increased sales and improved client retention rates.

Promoted to Senior Escalation Rep after 24 months of employment.

Northwestern Mutual - Contract & License Analyst
City, STATE, 2014 - 02/2015
  • Contracting & licensing for current as well as prospective life insurance agents. I work in conjunction with Northwestern Mutual's partnership offices, the State Insurance Departments and FINRA to contract, license and all qualified individuals in the varies states and network offices. Pre-Screen applications from third party Northwestern Mutual partnership Coordinators
  • Complete, criminal, financial, employment and education background checks
  • Appoint license lines and authority (Life, DI, Variable, Long Term Care) according to Northwestern Mutual compliance and the agent required training.
  • Analyzing if the candidate meet the appropriate credentials to become, a college intern, Associate Financial Rep
Wells Fargo - Customer Assistance Support Specialist
City, STATE, 01/2007 - 01/2011
  • with management experience in commercial lending, mortgage back office servicing, and retail operations. Customer focused in a call center or client-facing environment with demonstrated skills in document review, research, workflow prioritization and quality control. I am able to multi-task and meet production goals in a deadline-driven environment. The ability to work independently with little supervision. Highly motivated and takes initiative As a senior Specialist I handled department calls from team members with supervisor escalated calls and question to better assist the customer
  • Maintained lending compliance requirements, guidelines and regulations with FNMA, FHLMC, FHA, VA, GNMA, MHA, HAMP, BAU, RESPA, HOEPA, HMDA, Private, Conventional, ARM, Balloon
  • Analyzed collateral, appraisals, titles, flood plains, credit reports, tax returns, financial reports, and profit and loss statements
  • Evaluated collateral, appraisal and credit documentation to determine loan risk reviewing title searches, flood and property appraisals for accuracy
  • Assisted in new hire transition training, by providing guidance regarding the roles and process of their job duties, and the computer systems
  • Apply needed conditions to mortgage applications to assure borrower meets program/product specifications
  • Mentored team member via shadowing to provide feedback to assist my supervisor and management in improving the department metrics Provide high-level customer service to clients reviewing and responding to customer complaints in a timely manner including over the phone and in written correspondence.
  • Support underwriters and performed quality checks to ensure customer concerns were addressed in compliance.
  • Processed and prepared loan documents for closing with an attention to detail and accuracy. Established and maintained strong working relationships with Sales Lenders, Personal Bankers, Clients, Investors, Attorneys, and Office of the Comptroller of the Currency (OCC).
  • Responsible for productivity targets, and will ensure quality and customer satisfaction
JP Morgan Chase Bank - Retail/Sale Teller Supervisor
City, STATE, 01/2005 - 01/2007
  • Prepared work schedules, prioritizes work for teller staff and managed workflow by performing telling duties including mail-in-cashier duties and check distribution ensuring a positive customer experience.
  • Recruiting and developing a sales team
  • Balanced daily teller cash drawers and reviewed reports of daily transactions for accuracy. Verified cash when overages/shortages occurred and assisted tellers with balancing issues using knowledge of common errors
  • Handled and resolved escalated or complex questions and issues of customers or team members
  • Providing total customer service
  • Attracted prospective clients by setting up lead boxes in local businesses and interacting with the public at malls and in door-to-door campaigns.

Lending, Clients, Customer Service, Receptionist, Retail Sales, Sales, Loans, Mortgage, Retail, Retail Marketing, Workflow, Closing, Correspondence, Quality Checks, Satisfaction, With Sales, Training, Commercial Lending, Operations, Quality Control, Appraisal, Arm, Credit, Documentation, Fha, Financial Reports, Fnma, Hmda, Metrics, Tax Returns, Cash, Cashier, Recruiting, Sales Team, Annuities, Associate, Life Insurance, Long Term Care, Access, Avaya, Davox, Excel, Filenet, Highly Organized, Microsoft Word, Outlook, Powerpoint, Problem Solver, Sas, Serial Attached Scsi, Solutions, Switching, Very Organized, Word, Business Management

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Resume Overview

School Attended

  • Marian

Job Titles Held:

  • Contract & License Analyst
  • Customer Assistance Support Specialist
  • Retail/Sale Teller Supervisor


  • Bachelors of Business Management

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