mortgage loan officer resume example with 14+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary

Self-starting Production Assistant,Radio Personality with comprehensive understanding of technical operations and customer support services required in video, radio,television and film production and distribution. Demonstrated to collaborate with colleagues, partners and external vendors to provide on-time delivery. Fast learner with expertise in modern digital media content, mobile video, games and applications. Adept at managing relationships and interacting professionally with team members within organizations and with external clients. Fun-loving with experience in public relations and digital media production. Offering superb marketing skills to drive brand awareness. Effective at promoting discussion with guests to create engaging dialogue.

  • Production support
  • Project support
  • Telephone etiquette
  • Administrative support
  • Escorting actors
  • Workflow Optimization
  • Print and Digital Media
  • Production Scheduling
  • Adobe Audition
  • Switchboard operation
  • Managing station brand
  • Microphone setups
  • Performing voice overs
  • Storyboarding
  • Promotional event coordination
  • Strong research skills
  • Music selection
  • Soundboard repairs
  • Excellent communication abilities
  • Investigative journalism
  • Story development
  • Interviewing skill
  • Media operations knowledge
  • Social media proficiency
  • On-camera skills
  • Teleprompter use
  • Attention to Detail
  • Good Telephone Etiquette
  • Online presence monitoring
  • Online marketing strategies
  • Lead Development
  • Search engine optimization expertise
  • Networking and relationship building
  • Promotion tactics implementation
  • Social Media Management
  • Progress monitoring
  • Content and digital asset management
  • Trade show representation
  • Data Entry
  • Self-Motivated
  • Team-building
  • Business Development
  • Sales expertise
  • Customer Relations
  • Revenue Generation
  • Account development
  • Performance improvement
  • Client Service
  • Problem solving strength
  • Product promotions
  • Systems and software programs
Davenport University Grand Rapids, MI Expected in 05/2023 MBA : Business Administration And Management - GPA :
CSB Media Arts Center North Palm Beach, FL, Expected in 09/2021 Certificate : Radio And Television Broadcasting - GPA :
  • Professional development completed in Radio and TV broadcasting.
Florida Atlantic University Boca Raton, FL Expected in 08/2012 Bachelor of Arts : Biology - GPA :
Work History
Johnson Financial Group - Mortgage Loan Officer
Whitefish Bay, WI, 12/2019 - Current
  • Worked with underwriters to fix application problems and resolve issues.
  • Reviewed loan files and updated to match current standards.
  • Implemented sales strategies that established relationships with realtors and CPAs.
  • Fielded customer complaints and provided solutions.
  • Explained different types of loans pertaining to client situations.
  • Developed prospects for new loans by conducting 600 cold calls weekly.
  • Monitored pipelines to track and log status of loans.
  • Explained very technical financial information to applicants in easy to understand language.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Rehmann - Financial Advisor
Vero Beach, FL, 01/2009 - 12/2019
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Capitalized on gaps in market and reached out personally to onboard new clients, process transfer paperwork and set up new accounts.
  • Boosted sales by 30 % and exceeded sales target by employing consultative sales tactics and superior customer care.
  • Prepared for and coordinated marketing events, created marketing compliance documentation and managed event marketing reimbursement to increase customer base and grow revenue.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
  • Kept client financial plans optimized for current market trends and economic conditions.
  • Guided clients through compiling important financial histories and documentation for evaluation.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Kemper - Insurance Sales Agent
Bude, MS, 06/2008 - 12/2017
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 50%.
  • Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
  • Quoted and calculated premium rates for policies, using rate book, software and calculator.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Handled approximately 700 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 30%.
  • Presented financial plans to clients based on analysis of financial status and goals.
  • Answered inquiries and provided information to sales representatives, distributed appropriate paperwork and fulfilled quote requests to deliver excellent customer support.
  • Computed total holdings, dividends or commissions to allocate appropriate payments to customers.

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

  • Davenport University
  • CSB Media Arts Center
  • Florida Atlantic University

Job Titles Held:

  • Mortgage Loan Officer
  • Financial Advisor
  • Insurance Sales Agent


  • MBA
  • Certificate
  • Bachelor of Arts

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

*As seen in:As seen in: