(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Mortgage Financing Advisor /Production Manager

Mortgage Production Manager and a financing advisor for Pulte Mortgage which is a wholly-owned subsidiary of homebuilder Pulte Group, Inc.

Pulte Mortgage provides mortgage financing for new homes being built by Pulte. I managed all mortgage loan production and gave mortgage advise /structured loans and pricing for prospective customers to enable sales for the builder. I handled all communities being built by the builder in NJ , resulting in a loan volume of 250-300 loans annually.

Responsible for direct support and expertise to the assigned mortgage processing team and focused in an advisory capacity on all aspects of the loan process from loan sizing/quote and pricing/application through underwriting and closing.

Act as a bridge between the builder , buyer and loan processing teams.

Advise and educate consumers about the home purchase process and structure the mortgage to facilitate the home purchase for them.

In-depth knowledge of Fannie Mae/Freddie Mac loan programs and guidelines in addition to specialized investor programs.

Ensuring compliance with banking state and federal and guidelines.

Handling an average annual portfolio of 100 million.

Consistently ranked as the best performing employee in the division. Won Presidents Award for the same.

Licensed in NJ , PA , NY , MD , VA , CT and MA.

Education and Training
Birla Institute of Technology , Expected in 05/1999 MBA : Business Management - GPA :
Delhi University , Expected in 06/1996 Bachelor of Commerce (Honors) : Business And Managerial Economics - GPA :
Keybank National Association - Mortgage Financing Advisor/Area Production Manager
Murray, UT, 07/XXX6 - 05/2020
  • Manage mortgage loan production, while ensuring a high level of member service.
  • Maintain and manage pipeline for loan production team.
  • Coach and develop sales and mortgage staff to maximize operational efficiencies.
  • Develops sessions to train the sales and lending staff of changes made and additional products added.
  • Partnering with and resolve issues with both internal contacts as well as external customers and borrowers while maintaining productive relationships and demonstrating strength in interpersonal communication skills
  • Supervise all projects under construction for timelines and guidelines for Fannie Mae project approval. Responsible for all new Fannie Mae project approvals .
  • Ensuring that all loans are saleable and deliverable according to Agency, Corporate Broker, and Company guidelines.
  • Developed and implemented sales strategies, forecasting/budgeting and reports as necessary.
  • Monitoring loan pricing and other competitive factors to effectively compete in the market place.
  • Assisted the builder in the development of realtor/broker contacts for the benefit of the sales staff.
  • Worked on resolving home appraisal issues and reconsideration's for low appraisals typical of new construction.
  • Advise and educate consumers about the home purchase or process, and gather consumer information and apply skill and experience to put clients in the best financial status possible.
M/I Homes - Mortgage Loan Officer
Raleigh, NC, 08/XXX5 - 07/XXX6
  • Loan origination and providing financial advice and consultancy to help prospective clients secure mortgage with TBI
  • Expertise in Conforming & Nonconforming Loans, ARMs, Jumbo Loans, Fannie Mae & Freddie Mac products and guidelines, FHA loans.
  • Collaborating and aligning with cross-functional teams in execution of loan origination, processing and completing business process efficiently to ensure best customer experience.
  • Ensuring all loans meet investor guidelines in order to ensure saleability of the loan.
  • Managing financial risk and legal compliance.
  • Responsible for generating disclosures.
  • Managing and achieving aggressive operational and service excellence targets.
  • Leading a team of junior loan officers and clerks and training them.
  • Assisting and communicating with consumers throughout the loan process.
Think Bank - Mortgage Loan Officer
Apple Valley, MN, 05/XXX2 - 07/XXX5
  • Build home loan business by various outreach activities such as networking with relevant groups, organizing events, involvement in chambers of commerce etc.
  • Managed portfolio of large customers of the bank, to grow and service mortgage business with them.
  • Loan origination and advisory to customize solutions while ensuring loam meets the underwriting , risk , pricing and saleability parameters.
  • Strategizing and implementing the sales and financial goals while ensuring financial and operational compliance.
  • Nominated for signature series with Bank of America.
Bank Of America - Banker
City, STATE, 09/2009 - 04/XXX2
  • Managed and led retail branch platform operations. Achieved 42% increase in the branch profits.
  • Managed and maximized sales strategies by recognizing and referring cross-sell opportunities.
  • Managed compliance to the operational standards laid down by the bank and government regulatory authorities.
  • Analyzed client’s financials and requirements to offer customized solutions with bank’s financial products like credit cards, loans, credit lines, IRAs, etc. and maximized customer satisfaction.
  • Managed customer inquiries and concerns and created positive solutions.
  • Communicated brief, executive updates and ensured compliance by analyzing and preparing various reports.
  • Oversaw and train sales and operations staff at the branch.

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School Attended

  • Birla Institute of Technology
  • Delhi University

Job Titles Held:

  • Mortgage Financing Advisor/Area Production Manager
  • Mortgage Loan Officer
  • Mortgage Loan Officer
  • Banker


  • MBA
  • Bachelor of Commerce (Honors)

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