Seeking a position in as a mortgage loan officer for Global Wealth Management.
Microsoft Office: Word, Excel, PowerPoint, and Access. JavaScript, Ctt Programming, and Website design applications. Involved with Harborside Financial Mortgage Company as a Mortgage Advisor. Assistant and completed an internship with Amara Financial. |
I have received several awards highlighting my dedication to exceptional customer service and building relationships. From each position I have performed throughout my career path, I have been recognized for my interpersonal skills as well as my ability to connect with clients on a level that has translated to a better overall relationship with the company as well as my experience and understanding of my position.
- Responsible for originating mortgage loans and proactively solicit new residential mortgage business and sells Bank of America mortgage products to meet established loan quality and production goals.
- Continually identifies, develops and maintains a quality network of business relationships that serves as a recurring source of referrals for new mortgage lending opportunities.
- Responds to customer inquiries and referrals that are generated from both their own contacts and from other Bank of America business channels.
- Conducts interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advice customers of product/pricing policies and guidelines, and gather any additional required information.
- Responsible for ensuring exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements.
- Selling financial products including IRA's, CD's and credit cards, opening deposit accounts.
- Processing customer requests for lines of credit and home loans.
- Creating solutions for customers concerns, inquiries and problems.
- Recognizing and referring cross-sell opportunities, seeking and obtaining business and personal relationships.
- Performing weekly/daily sales reports.
- Helping new and current associates in the progression of gaining knowledge in their current role and in obtaining their next position of their career.
- Responsible for daily rental transactions including preparing legal documentation for leasing of vehicles and assisting with exceptional customer service obligations.
- Marketing to potential and current businesses several times a month to gain more business or facilitate a healthy relationship between companies.
- Maintaining daily responsibilities including callbacks, spreadsheets, inactive corporate accounts, delinquent accounts receivable, and contacting reservations in order to operate an efficient business.
GPA: 3.0 GPA: 3.6
AAMASU (African-American Men of Arizona State University)
Involved with the organization of the Black Awareness and Success event.
Participated in monthly meetings designed to develop a sense of community and build leadership skills among African American males. S.T.A.R.S Association (Students Taking Action To Reach Success)
- AAMASU (African-American Men of Arizona State University) Involved with the organization of the Black Awareness and Success event. Participated in monthly meetings designed to develop a sense of community and build leadership skills among African American males. S.T.A.R.S Association (Students Taking Action To Reach Success) Organized peer network groups. Attended meetings during each month to provide strategies and ideas to overcome barriers associated with the university. Organized forums to exercise leadership skills, personal success, and academic achievement.
Accounting, accounts receivable, Business Management, Calculus, CD, credit, customer service, documentation, Economics, financing, Financial, Financial Analysis, Financial Management, JavaScript, legal, Managerial, Marketing, Access, Excel, Microsoft Office, PowerPoint, Word, mortgage lending, mortgage loans, network, next, policies, pricing, Processing customer requests, Programming, quality, Real Estate, Selling, sales reports, spreadsheets, Website design
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School Attended
- RANGEVIEW HIGH SCHOOL
- ARIZONA STATE UNIVERSITY
- RIO SALADO COMMUNITY COLLEGE
Job Titles Held:
- Mortgage Loan Officer
- Personal Banker
- Management Trainee
Degrees
- Bachelor of Interdisciplinary Studies
- Personal Financial Management, Accounting Financial Analysis, Managerial Economics, Real Estate Fundamentals, Principles of Marketing, Business Management, Computer Technology, and Business Calculus.
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