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mortgage loan officer resume example with 18+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Skills
  • Sales Development
  • Sales Forecasting
  • Sales Records Management
  • Operating Procedures and Policies
  • Budgeting and Expenditures
  • Customer Service
  • Sales Program Coordination
  • Problem Solving
  • Salesforce Administrator
  • Customer Complaint Resolution
  • Sales Quota Management
  • New Hire Onboarding
  • Contract Management
  • Operations Management
Experience
Mortgage Loan Officer, 04/2019 - 04/2023
First Horizon National Corp. Miami, FL,
  • Stayed abreast of lending regulations, industry trends and market rates.
  • Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information.
  • Located and suggested loan packages that met client needs and priorities.
  • Reviewed credit histories from applicants and determined feasibility of granting requested loans.
  • Gathered client debt, credit and income information to determine loan eligibility.
  • Met with applicants to obtain information for loan applications and answer questions about processes.
  • Informed customers of loan application requirements and deadlines.
  • Developed and maintained relationships with local real estate agents.
  • Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
  • Analyzed new markets and developed referral networks to locate new loan prospects.
Mortgage Loan Officer, 08/2016 - 04/2019
First Horizon National Corp. New Iberia, LA,
  • Analyzed new markets and developed referral networks to locate new loan prospects.
  • Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information.
  • Stayed abreast of lending regulations, industry trends and market rates.
  • Located and suggested loan packages that met client needs and priorities.
  • Gathered client debt, credit and income information to determine loan eligibility.
  • Met with applicants to obtain information for loan applications and answer questions about processes.
  • Complied applications and paperwork and double-checked for accuracy.
  • Approved or denied loan applications and explained reasoning behind decisions.
Sales Operations Manager, 12/2009 - 07/2016
Concentrix Chesterfield, MO,
  • Built sales forecasts and schedules to reflect desired productivity targets.
  • Used change methodologies to increase sales and led projects for increased productivity.
  • Supported sales team members to drive growth and development.
  • Directed and coordinated products, services and sales activities.
  • Established ambitious goals for employees to promote achievement and surpass business targets.
  • Prepared budgets and approved budget expenditures.
  • Improved profit margins by effectively managing expenses, budget and overhead, increasing closings and optimizing product turns.
  • Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
  • Enhanced sales volume through skilled support to both new and inactive customers.
  • Oversaw regional and local sales managers and staff.
  • Reviewed operational records and reports to project sales and determine profitability.
Sr. Sales Operations Manager, 03/2007 - 12/2008
Adobe Systems Incorporated Washington, MN,
  • Managed and administrator for SalesForce.com (CRM tool) for Sales worldwide.
  • Sales needs analysis for two SalesForce.com upgrade for sales methodologies changes.
  • Continuous monitoring for Best Practices of Sales needs and changes for SalesForce.com system and report requirements.
  • Assisted in implementation of integration of Partner Portal which connected to SalesForce.com.
  • Liaison between Sales and IT for SalesForce.com master report requirements and changes.
  • SalesForce.com dashboard requirement and monthly/quarterly updates.
  • SalesForce.com opportunity forecast management monthly/quarterly.
  • Manage (3) sales operations employees, SalesForce.com Administrator, and Sales Support Administrator.
  • Managed the worldwide ordering process desk & shipments with high growth quarter over quarter.
  • Created and implemented sales Eval program within SalesForces.com, monitored and reported within SalesForce.com.
  • Liaison between all other corporate departments (Marketing/Product) Marketing/Finance/ Manufacturing/Support) for Sales requirements needs and/or issues.
  • Liaison between Sales and Finance compensation to confirm and validate commission payouts.
  • Weekly/Quarterly Executive Reporting for BOD meetings processed from data retrieved from SalesForces.com.
  • SalesForce.com reporting analysis for Marketing leads.
  • Sales Operations lead for training and on boarding of new sales reps.
  • Direct report to Sr. VP of America Sales assists with all presentations & sales data requirements.
Sales Operation Manager, 12/2003 - 03/2007
Control Risks Houston, TX,
  • Direct report to Sr. VP of America Sales assists with all presentations & sales data requirements.
  • Manage (2) sales operations employees, business analysis and partner administrator.
  • Implemented and managed CRM/PRM (ClickCommerce aka ChannelWave) database for internal and external customers/partners.
  • Implemented needs and requirements of new version of GoldMine (CRM) for internal Sales team to use for their day-to-day business.
  • Developed and monitored sales metrics both for worldwide internal and external customers.
  • Implemented, managed, and controlled Account Executive forecasting for direct and indirect.
  • Managed monthly sales commissions and quotas.
  • Participated in corporate initiatives representing sales needs and requirements.
  • Developed and maintained Lead distribution program for resellers.
  • Implemented reseller marketing programs operationally, with result analysis reports.
  • Yearly budgets, quarterly revenue forecasts.
  • Managed a 5-9 member Tele sales team inbound & outbound calling, quarterly sales goals & attainment $1M+.
Education and Training
High School Diploma: , Expected in 06/1974
-
Thomas McKean High School - Wilmington,
GPA:
Status -
Certifications
  • General Electric - Green Belt Certified
,

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Resume Overview

School Attended

  • Thomas McKean High School

Job Titles Held:

  • Mortgage Loan Officer
  • Mortgage Loan Officer
  • Sales Operations Manager
  • Sr. Sales Operations Manager
  • Sales Operation Manager

Degrees

  • High School Diploma

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