Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary
Over 7 years of success and contributions in banking and finance demonstrating superb statistical, financial, and records management strength with full regulatory compliance. *Articulate communicator who works well with cross functional teams, internal/external customers, vendors, executive management, key decision makers, and regulatory officials from project start-up to successful completion. *Avid user of technology and Excel Spreadsheets; adept in conducting planning, forecasting, and review/analysis of financial statements and data. Computer skilled in MS Office Suite (Word, Excel, and PowerPoint) and able to produce insightful management reports. *Results oriented and deadline driven; adept in managing multiple projects with conflicting deadlines with highest regard to accuracy, efficiency, and confidentiality. *High degree of integrity with an established reputation for quality, accuracy, and results. DRE License, Chamberlin Real Estate School, Campbell, CA A dynamic and ambitious professional who is results orientated and committed to growing a business from within. Martin possesses the right attitude that will fit in to any existing highly skilled team and has the same passion and drive for every project he works on. He is a well-organised individual with an effective use of time management and an ability to prioritise effectively and be flexible where necessary. Right now he would like to further an already successful career by working for a ambitious company in a stimulating and challenging work environment. A professional and pro-active manager who always has an upbeat positive attitude and who possesses a successful track record in building and cultivating business critical relationships. Joseph is always calm and tactful and can deal with any situation that arises, he is an entrepreneurial team oriented person who thrives in a high-energy, fast-paced sales environment. He is always willing to take on board new ideas and to develop them further. He is now ready & qualified for the next stage in a successful career, and is looking for a suitable position with an ambitious company. Highly focused and seasoned Wholesale Mortgage Account Executive with an exceptional mortgage program knowledge base and a strong customer service record. Adept at handling multiple mortgage accounts simultaneously with full attention to accurate and complete detail. Able to explain a complex variety of mortgage rules and program requirements to customers and junior staff in a clear and accessible manner. Account Executive Exceptionally focused and innovative Account Executive with a stellar customer service and revenue generation record. Adept at explaining complicated advertising concepts and financial data in a clear and accessible manner to colleagues and clients. Effective multitasker able to bring multiple account projects to completion with complete cost-effectiveness and accuracy. ACCOUNT MANAGEMENT SKILLS ***Ability to understand and fully assess client needs and develop targeted solutions. ***In-depth understanding of both the Commercial and Public Sector. ***Advanced skills in Excel and PowerPoint. ***Knowledge of the client & product life cycle process. ***Demonstratable product and market knowledge. ***Good problem owner and solver. ***Ability to quickly learn, use and understand new technology. ***Strong business skills dealing at a senior level within customers and partners. ***Can sell across diverse networked products. ***Experience of working in a target driven environment. ***Able to develop a portfolio of key accounts. PERSONAL SKILLS ***A clear, persuasive & personable communicator. ***A creative, lateral thinker, able to constructively build on the existing sales model. ***Articulate, poised and a good communicator. ***Having clarity and sound judgment. ***Self-motivated and eager to take ownership of responsibilities. ***Having a natural drive with a loyal, strong, and proactive work ethic. ***Capable of working alone & under own initiative at times, within strict and specific time scales. ***Proven motivational and leadership skills. ***A team player with an enthusiastic attitude.
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Work History
Mortgage Loan Consultant, 2016 - Current
Capitol Federal Savings Bank Derby, KS,
  • Conduct outbound calls to potential and existing customers to develop new business and retain existing accounts.
  • Make financial product recommendations and provide service solutions based on individual customer finances, needs, and objectives.
  • Effectively communicate information and analytical results to customers, bank partners, real estate brokers, and title companies from loan start-up to closing.
  • Facilitate borrower and real estate agent satisfaction by providing exceptional customer service and communication throughout the loan process.
  • Developed forecasting tools and dashboards to analyze revenue variance, business pipeline and industry trends.
Mortgage Loan Originator, 09/2014 - 01/2016
Bayview Financial Fort Lauderdale, FL,
  • Originated residential mortgage loans through outbound calls and developing relationships with real estate professionals, builders, and other business referral sources.
  • Participated in business related development opportunities, community and bank events in an effort to promote homeownership.
  • Developed and executed marketing plan based on monthly and quarterly production standards.
Senior Mortgage Loan Officer, 11/2009 - 09/2014
Alaskausa Mortgage Company North Pole, AK,
  • Consulted with diverse clientele base and evaluated, authorized, and/or recommended the approval of real estate loans.
  • Assessed client needs and finances, and advised borrowers on a variety of loan products and repayment plans.
  • Analyzed credit reports, property evaluations, and financial data for optimal loan structuring and processing.
  • Worked in collaboration with banking partners and customers from initial loan application to closing.
banking, closing, credit, clientele, client, Customer Service, Documentation, Financial, Forecasting, Team Building, Regulatory Compliance, marketing plan, mortgage loans, Project Management, Quality Assurance, real estate, Recording, Relationship Management, Reporting, Requirements Gathering, Risk Management
Bachelor of Science: Business Economics, Expected in
University of San Francisco (USF) - San Francisco, CA
Business Economics

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Resume Overview

School Attended

  • University of San Francisco (USF)

Job Titles Held:

  • Mortgage Loan Consultant
  • Mortgage Loan Originator
  • Senior Mortgage Loan Officer


  • Bachelor of Science

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