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North Carolina Marketing Representative Resume Example

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NORTH CAROLINA MARKETING REPRESENTATIVE
Summary
Customer service professional offering 10+ years of mortgage loan processing, review of credit reports and desktop underwriting verification. Excellent communication and problem-solving skills. Dedicated to achieving customer satisfaction as well as meeting or surpassing company expectations. Able to focus on projects, develop strategies and meet or exceed deadlines. Strong rapport with personnel, clients, and associates based on knowledge, professionalism, and integrity.
Highlights

[ Loan Processor] / [ Loan Analyzer ] / [ Marketing & Sales ] Summary Customer service professional offering 10+ years of mortgage loan processing, review of credit reports and desktop underwriting verification. Excellent communication and problem-solving skills. Dedicated to achieving customer satisfaction as well as meeting or surpassing company expectations. Able to focus on projects, develop strategies and meet or exceed deadlines. Strong rapport with personnel, clients, and associates based on knowledge, professionalism, and integrity. Professional
  • [ Loan Processor] / [ Loan Analyzer ] / [ Marketing & Sales ]
Accomplishments
Relevant Skills • Receiving, analyzing and evaluating incoming documents to ascertain loan eligibility. • Adept at verifying credit reports, income and assets. • Well versed in filing and submitting loans through automated underwriting programs i.e. DU/LP upon validation. • Substantial knowledge of real estate terminology and departmental procedures, loan related documentation requirements and relevant state issued regulations.  • Critical thinking, excellent customer service skills, organization and efficiency. JD Power recipient.
Experience
01/2016 to 01/2016
North Carolina Marketing Representative Heimer Insurance － Charlotte, NC
  • Designed, developed and implemented marketing and sales objectives by developing field sales action plans and presentations.
  • Accomplished marketing and sales objectives by planning, implementing, advertising, merchandising, and trade promotion programs.
  • Sustained rapport with key accounts and clients buy making periodic visits; explored explicit needs, anticipated new opportunities.
  • Provided information by collecting, analyzing and summarizing data and trends.
  • Protected organization's value by keeping information confidential.
  • Updated job knowledge by participating in educational opportunities; maintained personal networks and participated in professional organizations.
  • Accomplished marketing and organization mission by completing related results as needed and successfully communicated products and services to mortgage industry professionals as directed by company goals.
01/2012 to 01/2016
Home Equity Specialist/Home Loan Processor Wells Fargo － Charlotte, NC
  • Demonstrated ability to apply sound knowledge to diverse applications while managing a pipeline of 60 - 80 loans per month.
  • Verified and examined information and accuracy of loan applications and closing documents.
  • Submitted loan applications with recommendation for underwriting approval.
  • Top performer in mortgage division and customer service.
  • Analyzed data, identified trends and reported recommendations to upper management.
  • Managed a pipeline of 60-80 loans per month while effectively communicating with customers, bankers and incoming callers.
  • Processed and/or closed conforming and non-conforming loan products including data analysis and validation.
  • Met monthly goals in production and quality assurance.
  • Performed manual mortgage calculations to validate rate disclosures.
01/2006 to 01/2012
Treasury Services Advisor Bank of America － Charlotte, NC
  • Managed a pipeline of 80-100 loans and consistently met monthly funding goals.
  • Recipient of JD Power Customer Loyalty award.
  • Completed daily advances and pay downs for commercial and business banking clients.
  • Identified, resolved and discovered root causes through research to provide solutions to basic and moderately complex requests in a timely manner with error-free quality.
  • Reviewed loan applications to ensure that they meet program parameters.
  • Request needed documentation to fulfill product requirements.
  • Provided day to day account servicing and resolution of primarily routine to moderately complex inquires and operational requests for accounts and clients.
Education
B.A: Social Work Western Carolina University － Cullowhee, NC Social Work
Skills
advertising, banking, basic, closing, credit, Critical thinking, clients, excellent customer service, customer service, data analysis and validation, documentation, filing, managing, marketing, marketing and sales, merchandising, networks, presentations, promotion, quality, quality assurance, rapport, real estate, Receiving, research, sales, sound, underwriting, validation
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Resume Overview

Companies Worked For:

  • Heimer Insurance
  • Wells Fargo
  • Bank of America

School Attended

  • Western Carolina University

Job Titles Held:

  • North Carolina Marketing Representative
  • Home Equity Specialist/Home Loan Processor
  • Treasury Services Advisor

Degrees

  • B.A : Social Work

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