LiveCareer-Resume

licensed sales producer customer service agent resume example with 9+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
  • :
Summary
Knowledgeable and innovative finance, sales and marketing professional whose success is based on integrity, exceptional customer service, efficiency and ambition.
Highlights
  • Microsoft Office proficiency
  • Excel spreadsheets
  • Meticulous attention to detail
  • Results-oriented
  • Self-directed
  • Time management
  • Professional and mature
  • Strong problem solver
  • Resourceful
  • Dedicated team player
  • Strong interpersonal skills
  • Legal administrative support
  • Self-starter
Accomplishments
Computed Data Reports
  • Provided required weekly, monthly and quarterly reports listing sales figures and client track records.
Customer Service
  • Researched, calmed and rapidly resolved client conflicts to prevent loss of key accounts.
Sales
  • Consistently generated additional revenue through skilled sales techniques.
Experience
Licensed Sales Producer/Customer Service Agent, 05/2014 to 01/2015
Stearns LendingSanta Ana, CA,
Cross-trained and provided back-up for other customer service representatives when needed. Processed applications, payments, corrections, endorsements and cancellations. Called 100 warm leads each week to expand client base. Promoted agency products to customers in person, on the telephone and in writing. Prepared necessary paperwork to process insurance sales and renewals. Pursued continuing education and training programs to continue professional development. Presented and clearly explained insurance policy options to clients based on their needs and goals. Researched coverage and premium options and supplied clients with the best coverage available. Promoted client retention through high-quality service and follow through.
Mortgage Loan Originator, 2012 to 03/2014
Accuray IncorporatedPittsburgh, PA,
Adhered to all federal and state compliance guidelines relative to retail mortgage lending. Performed daily maintenance of the loan applicant database. Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan. Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers. Educated customers on the variety of loan products and available credit options. Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports. Provided expert financial advice on mortgage and both educational and personal loans.
Owner/Stylist, 06/2011 to 05/2012
Studio G Hair & Make Up DesignCity, STATE,
Meticulously entered client and service information when booking appointments. Provided accurate product and merchandise information to customers. Responded to customer inquiries in a friendly and professional manner. Organized salon paperwork and office files. Scheduled beauty consultations and hair styling appointments. Helped analyze customers’ hair condition to recommend appropriate products and hair care methods.
Home Loan Consultant, 06/2007 to 01/2009
Wells Fargo Home MortgageCity, STATE,
Adhered to all federal and state compliance guidelines relative to retail mortgage lending. Performed daily maintenance of the loan applicant database. Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan. Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers. Educated customers on the variety of loan products and available credit options. Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports. Provided expert financial advice on mortgage and both educational and personal loans.
Home Loan Consultant, 01/2007 to 06/2007
Commercial Bank & Trust CompanyCity, STATE,
Adhered to all federal and state compliance guidelines relative to retail mortgage lending. Performed daily maintenance of the loan applicant database. Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan. Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers. Educated customers on the variety of loan products and available credit options. Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports. Provided expert financial advice on mortgage and both educational and personal loans.
Legal Assistant, 08/2006 to 2007
The Boyd Law OfficeCity, STATE,
Met with clients and other legal professionals to discuss case details. Completed case research via LexisNexis and Westlaw databases. Conducted client interviews and all client intake services. Interpreted and relayed legal information in a clear format for clients. Corresponded daily with clients, insurance adjusters, doctors and attorneys. Composed and typed routine letters of correspondence. Acted as the point of contact for all incoming co-counsel requests. Directed incoming calls to appropriate staff members. Drafted, received and tracked due diligence checklist. Organized legal memoranda and client correspondence. Opened new claim files.
Sales Assistant/Processor, 08/2005 to 05/2006
GMAC Mortgage CorporationCity, STATE,
Designed electronic file systems and maintained electronic and paper files. Served as central point of contact for all outside vendors needing to gain access to the building. Planned meetings and prepared conference rooms. Maintained an up-to-date department organizational chart. Made copies, sent faxes and handled all incoming and outgoing correspondence. Organized files, developed spreadsheets, faxed reports and scanned documents. Properly routed agreements, contracts and invoices through the signature process. Received and distributed faxes and mail in a timely manner. Managed daily office operations and maintenance of equipment. Adhered to all federal and state compliance guidelines relative to retail mortgage lending. Performed daily maintenance of the loan applicant database. Researched insurance information and flood certificates.
Real Estate Agent/Sales Assistant, 02/2002 to 07/2005
Reeves Williams LLCCity, STATE,
Counseled customers on market current status for residential and land markets. Guided home-buyers and sellers through the process of short sales. Generated lists of properties that were compatible with buyers' needs and financial resources. Created Realtor and buyer incentives and strategies with agents, builders and buyers. Developed close relationships with area Realtor and promoted builders to boost referral network. Educated clients on the current real estate market and answered any questions they had. Acted as a listing agent for brokers. Coordinated appointments with prospective buyers to showcase houses and plots. Wrote contract documents, purchase agreements and closing statements. Assisted in developing marketing material for properties. Actively follow-up with prospects and hot leads. Followed up with prospects throughout the sales process. Gathered, distributed and maintained all the materials for marketing plans. Showed residential properties and explained the features, value and benefits of available homes. Successfully guided home buyers and sellers through sales and purchase of properties. Promoted property sales through advertisements, open houses and participation in multiple listing services. Negotiated contracts and coordinate with lenders, attorneys and inspectors. Advertised properties to the general public via networking, brochures, ads and multiple listing services to maximize exposure.
Education
: Cosmetology, Expected in to Tennessee Academy of Cosmetology - Bartlett, TN
GPA:
Cosmetology training, Coursework in Business and Management, Coursework in Marketing and Communications
: Real Estate and Finance, Expected in 2004 to Ray Bouder School of Real Estate - Memphis, TN
GPA:
Fast Start Agent Training in Real Estate. Coursework in Business Administration and Economics
High School Diploma: General, Expected in 1989 to Mt. Pleasant Christian Academy - Mt. Pleasant, MS
GPA:
High School Education courses with focus on business, including: computer, typing, accounting and street law. 
Skills
Credit Analysis, Mortgage Software, Microsoft Office, Sales Software

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Tennessee Academy of Cosmetology
  • Ray Bouder School of Real Estate
  • Mt. Pleasant Christian Academy

Job Titles Held:

  • Licensed Sales Producer/Customer Service Agent
  • Mortgage Loan Originator
  • Owner/Stylist
  • Home Loan Consultant
  • Home Loan Consultant
  • Legal Assistant
  • Sales Assistant/Processor
  • Real Estate Agent/Sales Assistant

Degrees

  • High School Diploma

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: