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Owner Licensed Mortgage Broker Resume Example

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JC
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Executive Profile

Dynamic, licensed real estate professional specializing in construction and residential mortgage financing, with an interior designer's certification. Accomplished in credit analysis presentations of diverse financial portfolios, including knowledge of appraisals, surveys, title work. Direct work with construction contracts, plans, specs, budgets and draws. Detail and multi-task oriented, managing an office and resolving issues with strong organizational, written and verbal interpersonal skills.

Skill Highlights
  • Licensed and bonded
  • Fannie Mae/Freddie Mac platforms
  • Calyx Point
  • Credit bureau analysis
  • Microsoft Office
  • Self-motivated professional
  • Excellent time management
  • Leadership/communication skills
  • Business operations organization
  • Lead follow up
  • Client account management
  • Analytical
  • Customer-oriented
  • Highly professional and confidential
  • Negotiations expert
  • Experienced entrepreneur
  • Market research and analysis
  • Knowledge of Revit
  • Space planning
  • Knowledge of interior design concepts
Core Accomplishments

Successfully climbed two corporate ladders before establishing a boutique residential mortgage company, building a strong client base and a core of third party vendors and lenders, becoming an expert in construction lending.

Design and act as general contractor for the construction of my home.

Successful completion of Interior Designer's Certification.

Professional Experience
04/2000 to Current Owner/Licensed Mortgage Broker Wells Fargo Bank | High Ridge, MO,

Accountable for all business aspects including developing a strong, credible client base, overall customer satisfaction, building lender relationships, attending continuing education classes and keeping current on products and laws.

09/1999 to 04/2000 Private Mortgage Banker Northeast Bancorp | Buckfield, ME,

Originate and successfully close jumbo and super jumbo mortgages in Colorado's ski resort communities.

1997 to 09/1999 Business Banking Officer Fidelity National Information Services | San Diego, CA,

Responsible for originating new business relationships and leveraging existing ones. Understand client needs to effectively cross-sell bank products to business owners and their employees. Development of lead sources via cold calling and joint marketing.

1996 to 1997 National Relationship Manager Wells Fargo Bank | Kaysville, UT,

Manage a major merchant portfolio of over 1,000 contracts, ensuring optimal levels of products and services to meet and exceed client expectations, improving profitability. Awareness of future opportunities to present to Chief Financial Officers.

1995 to 1996 Supervisor of Branch Operations Common Spirit | Lynnwood, WA,

Work closely with the Branch Manager in the expansion of PMB into California, preparing offices and training new hires. Assist in a joint venture with Wells Fargo. Continue generating, underwriting, and timely closing jumbo residential loans.

1993 to 1995 Private Mortgage Banker Csc | San Diego, CA,

Grow a portfolio of affluent clients, working with them and their financial managers throughout the residential mortgage process. Prepare and present credit analysis' and loan documentation.

1992 to 1993 Senior Paralegal Bailey, Harring & Peterson, P.C. | City, STATE,

Assist in the formation of this new law firm, developing client databases, computerized forms, legal billing, electronic filing system, legal research databases. Continue work in complex civil litigation, real estate, corporate, and municipal and special district matters.

09/1985 to 1992 Paralegal Calkins, Kramer, Grimshaw & Harring P.C. | City, STATE,

Work on complex civil litigation, corporate bankruptcy and antitrust matters. Investigative work through client and witness contacts, and analysis of documents. Draft pleadings and memorandums, trial and deposition preparation, research and case strategy analysis, and general corporation organization work.

Education
Expected in 2010 Certification | Interior Design Interior Designers Institute, Newport Beach, California GPA:
  • Principals and elements of design
  • Business principals
  • Home staging and model home design
  • Color
  • Kitchen and bath design
  • Floor, wall, and window coverings
  • Textiles and accessories
  • Drafting, space planning and graphics
  • Portfolio boards and presentation
  • Design resources
Expected in International Teacher Certification | Teaching English to Speakers of Other Languages Canadian Global TESOL Institute, Vancouver, British Columbia GPA:

Expected in Bachelor of Arts | Education St. Michael's College, Winooski, Vermont GPA:

Professional Teachers License.

Dean's List.

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Resume Overview

School Attended
  • Interior Designers Institute
  • Canadian Global TESOL Institute
  • St. Michael's College
Job Titles Held:
  • Owner/Licensed Mortgage Broker
  • Private Mortgage Banker
  • Business Banking Officer
  • National Relationship Manager
  • Supervisor of Branch Operations
  • Private Mortgage Banker
  • Senior Paralegal
  • Paralegal
Degrees
  • Certification
  • International Teacher Certification
  • Bachelor of Arts