Inside Account Manager, Credit Unions Resume Example
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INSIDE ACCOUNT MANAGER, CREDIT UNIONS
Summary
Resourceful financial services professional: High energy, self-motivated, goal driven professional with a team oriented mindset who can balance the need of quality production in a high quantity environment with a strong commitment to ethics in banking. Offering 18 years of mortgage industry experience including processing, underwriting, sales & management, including 15 years of experience training and mentoring mortgage professionals and 7 years of management experience with increasing responsibilities and revenue requirements.
Summary of Skills
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Experience
Inside Account Manager, Credit Unions03/2014 to CurrentGreenstone FcsCadillac , MI
- Responsible for new book of business created from CSC clients with 98% customer retention to date.
- Grew revenue utilizing consultative sales technique to create demand for enterprise wide credit solutions to credit union clients
- Exceeded all sales goals and metrics for both 2014 and 2015
Quality Control Forensic Underwriter09/2011 to 11/2013Greenstone FcsCorunna , MI
- Quality control specialist and forensic underwriter on FNMA project.
- Maintained superior knowledge of client directives and guidelines.
- Daily activities: calculate income, assets and cash to close review credit, appraisal, occupancy, eligibility based on program guidelines/lender variances and research tools including TWN, Lexis Nexis and Enhanced MLS Developed technical writing and forensic research skills.
- Trained, coached and mentored underwriting staff to ensure compliance to client protocol, directives and guidelines.
- Exceeded company metrics consistently: quality scores (98% + last 6 months) and prodution (average 124% of goal for last 12 months) Average units: underwriting 6 per day or QC 10 per day Promoted twice in 2 years (previous processor and underwriter) Managed pipeline based on multiple variables including age, deficiency, client and training opportunities Developed and maintained relationships with peers both crossdepartment and directly with client.
Loan Officer11/2010 to 08/2011Lendmark Financial Services, Inc.Greensboro , NC
- Retail origination of FHA reverse mortgages.
- Answered customers' questions regarding products, prices and availability while emphasizing product features based on analysis of customers' needs.
- Exceeded targeted sales goals, daily cold calls, conversion rate Created training guidelines to assist sales peers to pass 15 different state regulatory and licensure tests.
Loan Officer09/2008 to 08/2010Lendmark Financial Services, Inc.Greenville , NC
- Retail origination of prime, FHA and VA mortgage loans.
- Exceeded sales metrics for production and quality consistently.
- Experienced and successful in client financial analysis, marketing, sales, communications, customer service, administration, problem solving, processing, underwriting and compliance procedures.
- Developed and maintained relationships with local real estate agents.
Sr. Loan Consultant05/2008 to 08/2008Collins Community Credit UnionNorth Liberty , IA
- Originated, reviewed, processed, closed and administered customer loan proposals and mortgage applications through closing.
Sr. Loan Consultant09/2007 to 04/2008Chevron Federal Credit UnionBakersfield , CA
- Exceeded sales metrics and recognized superior product knowledge and customer service Developed and maintained relationships with local real estate agents and home improvement dealers.
Branch Manager03/2000 to 06/2007Nations LendingPlano , TX
- Origination of prime, FHA and non-prime residential mortgages.
- Promoted to branch manager in district office in 2004.
- Consistently recognized for sales ability, policy and procedure implementation and product knowledge.
- Created and implemented district-wide training program for regulatory procedures and processings.
- Managed both sales and processing employees.
- Consistently exceeded required metrics: regular "Top of the Block" winner for quality loans and unit sales per month.
- Won 3 consecutive "Circle of Excellence" national awards for yearly production excellence.
Branch Manager/Sr. Loan Advisor09/1997 to 09/1999Francisan HealthMichigan City , IN
- Originated retail prime and non-prime residential mortgages.
- Managed staff of sales and processing employees.
- Maintained fully working knowledge of all branch operations and positions including sales, processing, closing and post closing.
- Promoted from loan officer in Atlanta to Branch Manager in Jacksonville, FL.
- Increased production and profitability by over 75% in 4 months of managment.
- Exceeded required metrics and consistently named top originator, ranked #1 nationally at time of promotion.
Wholesale Account Executive04/1997 to 08/1997FHB Funding CorporationCity , STATE
Producing Branch Manager09/1996 to 03/1997CMP MortgageCity , STATE
Operations Manager08/1993 to 08/1996First Plus Financial F/k/a Mortgage Plus, IncCity , STATE
Education
Bachelor of Science: English/Political Science1992East Tennessee State UniversityCity, StateEnglish/Political Science
Technical Skills
Microsoft Office Suite, Siebel, SalesForce, DU, Calyx, Encompass,
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Resume Overview
School Attended
- East Tennessee State University
Job Titles Held:
- Inside Account Manager, Credit Unions
- Quality Control Forensic Underwriter
- Loan Officer
- Sr. Loan Consultant
- Branch Manager
- Branch Manager/Sr. Loan Advisor
- Wholesale Account Executive
- Producing Branch Manager
- Operations Manager
Degrees
- Bachelor of Science : English/Political Science 1992
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