Highly qualified and accomplished financial professional offering 7+ years of experience in leadership and direction in the financial services and financial products industries. Robust background with loan Funding, servicing, asset management, and loss mitigation strategies. Excel in professional staff training, development, mentoring, and production. Goal-focused Mortgage Executive with commitment to bottom-line success through effective sales development, brand awareness, and client satisfaction.
Managing a pipeline of over 50 loans
Outstanding knowledge of all applicable government lending regulations related to real estate and property
Extensive knowledge of teamwork concepts, customer service and sales techniques
Ability to accurately analyze, review and understand complex financial data
Client relationship management
Written verbal communication Increased revenue, sales growth recruitment and training
Profound knowledge of mortgage processing, underwriting, and closing practices
Strong ability to provide high quality customer service diligently
Deep knowledge of bankruptcy processes
Sr. Mortgage Banking Executive, 01/2013 to Current Global Equity Finance Inc. – San Diego, CA / Las Vegas, NV
Identified prospects and solicited business referrals, by contacting realtors, attorneys and financial professionals in an assigned territory.
Drove company expansion from 12-member mortgage brokerage with one office, to three and established new branch in Las Vegas, NV.
Led teams to excel in high-stakes environment while encouraging professional development and independent decision-making.
Obtained and maintained information about available loan products, processing procedures, underwriting guidelines and general departmental directives. Assisted with collection of loan-application related documents and delivery of loan package, on a timely basis.
Promoted from Sr. Loan Officer to Executive Team Leader within six months of employment.
Awarded most revenue per loan award averaging over $6,300.00 in Net Revenue per funded loan.
Awarded highest average loan amount for 2013 $290,000.
Averaged 10 fundings per month and responsible for over $600,000 in Total Gross Revenue to the company for 2013.
Created and Launched The Fraiman Group inside of Global Equity Finance along with effective marketing for my team.
Sr. Mortgage Banker & Financial Advisor, 12/2011 to 01/2013 Merrill Lynch, Pierce, Fenner & Smith – Boca Raton, 33433, FL
Designed financial plans
for over 100 high net-worth individuals and business owners including mortgages, insurance, retirement.
Managed a team of ten Senior Loan Consultants forging new client relationships and servicing existing ones while maintaining large client base.
$25 million in new loan production, 84 total new loans in 2012, 50% increase from 2011.
Increased loan production as a team manager including 30% increase in loan production for entire team.
Sr. Investment Advisor , 01/2007 to 12/2011 Clary Asset Management LLC – Boston, MA & Lubbock, TX
Demonstrated record of success in
and Common stock offering
to accredited investors through my own
Successfully introduced over $3,000,000 million dollars in one year for an early stage startup company for acquisition purposes, as well as opened
offices in Texas and Ohio.
Responsible for managing over $20,000,000 million in
AUM and the
succession of several RIA firms throughout the
platform as well as Fixed
Financial Advisor, 01/2007 to 01/2008 Axa Advisors LLC – Wellesley Massachusetts
Responsible for helping individuals and business owners design and implement an appropriate investment strategy based
on their specific personal financial goals and circumstances.
Rendered exceptionally high quality service to clients in the area of estate planning for high
net worth individuals using appropriate life
many of my own
insurance and securities marketing campaigns.
establishing new client accounts. Analyzing client's current and future
Promoted from Sr. Loan Officer to
Executive Team Leader within six months of employment.
Awarded most revenue per loan averaging over $6,300 in revenue per funded loan.
President's Club Achievement.
Multi-Award Production Levels.
Member, Mortgage Bankers Association
Member, National Association of Mortgage Brokers (NAMB)
Member MBA 's National Technology in Mortgage Banking Conference
Member of University of Massachusetts Alumni Association.
California - DOC Mortgage Loan Originator License
Minnesota Mortgage Loan Originator License
Nevada Mortgage Loan Originator License
New Mexico Mortgage Loan Originator License
Oregon Mortgage Loan Originator License
Washington Mortgage Loan Originator License
University of Massachusetts / Amherst, Massachusetts
Bachelor of Arts: English Literature Class of 2004