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retail sales manager resume example with 9+ 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

Enthusiastic Mortgage Loan officer with 20-year of experience specializing in residential mortgages. Experience in use of loan origination systems and automated underwriting systems. Managed 30+ residential loans per month. Good at building loyalty and trust between bank and customer. Multi-ti talented loan officer professionally versed in customer service and bank lending policies. Excellent communicator and decision-maker with a strong eye for detail and a proactive nature. Skilled loan officer knowledgeable about many current types of loans FHA, Fannie Mae, Conventional, Jumbo, Manufactured Homes etc. Proficient time manager and collaborative team player. Successfully managed high volumes of HELOCs, REFI's and new purchases in fast-paced environments with demanding productivity, funding and familiar with verifying business and personal tax, credit, employment, loan, personal and residential histories. Comfortable working alone or with team members to accomplish tasks and enhance processes. Hardworking and reliable Loan Officer, Processing with strong ability in lending compliance. Offering leadership and good communication. Highly organized, proactive and punctual with team-oriented mentality. Experienced with mortgage cadence and symitar and black knight and encompass and other mortgage systems. Banking relationship experience. Experienced in working and collaborating with underwriting. Great call center skills good with customer interviewing and service.

friendly skills detailing customer information.

Skills
  • NMLS license upon new registration
  • Relationship selling and sales goals
  • Loan Origination and Underwriting
  • Planning & organizing
  • Preparing applications
  • Information verification
  • Reliable & trustworthy
  • Mortgage Banking and Analysis
Experience
Loan Processor, 07/2021 - 10/2021
Pacific Western Bank Los Angeles, CA,
  • Reviewed and verified borrowers' income, credit reports, property appraisals and supplemental information to prepare documents for underwriting.
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
  • Maintained fast-paced schedule by consistently providing satisfactory application approval turnaround times.
  • Created and completed loan submission packages.
  • Managed conditions sent from underwriting departments.
  • Maintained complete confidentiality of submitted information according to release guidelines.
  • Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders. Work with mortgage Cadence and Symitar, Black Knight and encompass and other mortgage filing systems. Just used Mortgage Cadence at Mission Federal and Symitar.
  • Upheld compliance with privacy and security requirements, as well as federal statutes covering VA loans.
Loan Processor, 05/2021 - 07/2022
Pacific Western Bank Carlsbad, CA,
  • Reviewed and verified borrowers' income, credit reports, property appraisals and supplemental information to prepare documents for underwriting.
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Supported loan officiant and underwriter teams by ensuring timely, judicious and accurate loan processing.
  • Organized loan files, updated databases, prepared general correspondence and communicated with stakeholders.
  • Filed completed packages quickly and efficiently.
Inside Sales Executive, 06/2017 - 08/2018
Ul Morrisville, NC,
  • Communicated with repeat customers to build long-term relationships.
  • Monitored employee productivity and motivated team to meet daily goals.
  • Collaborated with marketing and development departments for effective sales.
  • Managed team of 4 sales specialists that contacted partners through phone calls, emails, mailings, faxes and seminars to communicate company initiatives. Worked with Sales Force software and CRMS. Worked with Real Estate Brokers and Real Estate Agents through out the US. Put them in front of an audience for advertisement and marketing strategies and campaign's.
  • Lead inside sales meetings to outline projected goals and marketing campaigns.
  • Negotiated prices, terms of sale and service agreement to close transactions.
  • Investigated sales and service issues to provide successful resolutions.
  • Coordinated work of sales team and motivated performance to surpass quotas.
Auto Sales Associate/Finance, 04/2014 - 01/2016
Summit Credit Union Kenosha, WI,
  • Teamed with sales managers and sales consultants to create positive atmosphere, resulting in maximum profitability and customer satisfaction.
  • Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws.
  • Identified interest rates and loan terms by reviewing and analyzing client credit.
  • Delivered extensive coaching in financial processes and procedures to both newly hired and existing employees.
  • Assessed client needs and developed specific strategies to establish financial capabilities.
  • Drafted monthly operation summaries, identified cost savings and communicated results to regional managers.
  • Accomplished revenue and profitability goals by applying extensive knowledge of bank and credit union programs as well as factors which produced best terms.
Mortgage Loan Officer, 07/2012 - 10/2012
First Continental Mortgage City, STATE,
  • Met with applicants to obtain information to streamline loan application process, fielding questions regarding steps.
  • Cultivated partnerships with individuals and firms to better promote products meeting customers' needs.
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
  • Originated loans and assisted senior-level credit officers with complex loan applications.
  • Developed and maintained relationships with local real estate agents.
  • Submitted applications to credit analysts.
  • Complied applications and paperwork and double-checked for accuracy. Sold bank products, quoted interest rates , locked rates, Impounds, processed loans, converted loan, business loan experience, personal & business tax forms.
Mortgage Loan Processor, 02/2010 - 08/2010
Land Home Financial Services, Inc City, State,
  • Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Created and completed loan submission packages.
  • Managed conditions sent from underwriting departments.
  • Filed completed packages quickly and efficiently.
  • Evaluated financial statements and contacted institutions and customers to clarify details.
  • Organized, filed and maintained customer, department and regulatory loan records.
  • Checked applicant credit, personal references and employment histories.
  • Conveyed acceptance or rejection to customers by mail, telephone or in person.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services. Converted new leads daily.
Education and Training
: Business Administration, Expected in
-
San Diego Mesa College - San Diego, CA
GPA:
Status -
Associate of Applied Science: Micro Computer Technology, Expected in
-
Associated Technical College - San Diego, CA
GPA:
Status -
Certifications
  • Certified in Micro Computer Technology
,

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Resume Overview

School Attended

  • San Diego Mesa College
  • Associated Technical College

Job Titles Held:

  • Loan Processor
  • Loan Processor
  • Inside Sales Executive
  • Auto Sales Associate/Finance
  • Mortgage Loan Officer
  • Mortgage Loan Processor

Degrees

  • Some College (No Degree)
  • Associate of Applied Science

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