vice president of mortgage lending resume example with 19+ years of experience

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

Performance-driven sales executive with 20 years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to build, manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.

  • Established track record of exceptional sales results
  • Thorough knowledge of business and management principles
  • Leadership and coaching
  • Strong interpersonal skills
  • Relational selling
  • Cross-cultural sales background
  • Credit and portfolio/agency lending expertise
  • Operational excellence
  • Develop and regulate lending strategies
  • MBA
Work History
Executive Sales Manager, VP, 06/2020 - 01/2023
Loanmart Los Angeles, CA,
  • Aligned organizational objectives with company mission to increase business growth and integrate work strategies
  • Developed initial sales roadmaps and market strategies to promote successful product launches
  • Inspired, coached and mentored a team of 12 loan originators to exceed their personal goals
  • Improved the financial situation of the credit union, from portfolio core growth to agency sales
  • Established annual sales goals and prepared budget
  • 2022- 952 units for $302m / 2021- 1,782 units for $465m / 2020-1,455 units for $371m (2021 and 2020 were record-setting)
  • Exceeded core growth goals every year, with 130% to goal in 2022
  • Fostered a culture of integrity, development and top performance
  • Established lending programs and policies
  • Provided loan-level support and problem resolution between origination and underwriting
  • Collaborated with sr. leadership to develop an agency salable loan program, utilizing Optimal Blue in our LOS (Encompass)
  • Managed strict adherence to all internal and external compliance regulations with daily pipeline management/reporting
  • Launched MA Housing and RI Housing in 2022
  • Engaged in several realtor associations, RIAR, RIMBA and RIBA
  • Launched FHA/VA lending through a broker channel in 2021
  • Managed all business development channels for the residential mortgage team, i.e. web, call center and retail (co-sponsored an incentive program with retail management)
  • Launched investment loan products and a 97% financing product with our MI partner
  • Collaborated to develop a Risk Committee for exception reviews
  • Recruited a proven top producer in early 2021, and developed five trainees
  • Collaborated with VP and SVP of mortgage operations to improve efficiencies (such as upfront underwriting) and accelerated the CD process
  • Developed and led new hire training in 2020, which yielded significant ROI
  • Reported daily on lending and operations reports, along with calendar of upcoming events
  • Monitored competitor rates and fees, and stayed current on credit union products and services
  • Performed performance reviews, developed business plans and goals and performance managed as needed
  • Maintained strong working relationships with staff, management and outside business partners
Area Sales Manager, VP, 04/2010 - 11/2018
Santander Bank (formerly Sovereign Bank) City, STATE,
  • Managed top performing mortgage sales team across RI and Central MA, which consisted of 17 loan officers supporting 47 retail branches
  • Partnered with market leaders (regional president and district executives) to exceed goals and objectives across all LOB, including retail, lending, small business and investments
  • Contributed to lending policies, reviewed loan agreements and lending strategies
  • 2017 top performer with $115m funded, YOY shift to purchase volume, recruited four top performing new hires and increased market share
  • 2016 top performer with $110m funded volume, recruited five new hires (three from peer competitor), and personally funded $9mm
  • Bankwide leader in 2015 with $80m funded, which was 120% of goal
  • Delivered $175m funded volume in 2013, which was #2 bankwide, 898 funded units, which was #1 bankwide, 853 checking account cross-sells and 68 booked home equity loans, which was 150% of goal
  • Delivered $234m funded volume in 2012, which was 156% of goal, 1,157 funded units, which was #1 bankwide, 703 checking account cross-sells and 71 booked home equity loans, which was 150% of goal
  • Recruited, trained and coached over 20 team members
  • Tracked employee (annual reviews, actions plans, goal setting) and department performance
  • Monitored competitor rates, fees and products to ensure bank was current
  • Increased company growth through collaboration with sales and marketing departments
Branch Manager, AVP, 10/2008 - 04/2010
Santander Bank (formerly Sovereign Bank) City, STATE,
  • Engaged employees in business processes with positive motivational techniques
  • Assessed employee performance and developed improvement plans
  • Supervised branch operations and made continuous improvements in each area
  • Encouraged employee development and promoted management staff from within
  • Led the RI District in both retail and business New Customer Acquisition and ranked top 5% bankwide in Q1 2010 (Coventry)
  • Participated in the rollout of the Teller Staffing Model in Q1 2010
  • Instrumental in complete turnaround of Pawtucket branch- set higher expectations and instituted cross-sell goals, resulted in top 10% bankwide
  • Exceeded overall point production and deposit goals in Pawtucket, averaged more than $80 million in core deposits and earned company recognition as district Success Story in Q2 2009
Financial Services Consultant, 01/2002 - 10/2008
Santander Bank & Citizens Bank City, STATE,
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
  • Offered competitive commercial banking solutions and retail financing options
  • Originated, reviewed, processed, closed and administered customer loan proposals
  • Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements
  • Created reports on deteriorating trends and fiscal year-end losses
  • Received regional branch recognition awards (President's Club)
Product Manager, 09/1997 - 01/2002
Company Name City, State,
  • Reviewed sales, customer concerns, and new opportunities to drive Special Products Group (SPG) business strategy
  • Documented user stories, specifications, and custom product features into detailed work order to communicate across teams and build mandatory requirements (IBM and HP)
  • Collaborated with sales, marketing, and support teams to launch products on time and within budget
  • Coordinated project planning and execution with team members and team leads
  • ***Reseller Sales Rep
  • ***Inside Sales Rep
MBA: , Expected in 05/2002
University of Rhode Island - Kingston, RI,
Status -
Bachelor of Science: Business Administration, Expected in 05/1996
University of Rhode Island - Kingston, RI,
Status -

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Resume Overview

School Attended

  • University of Rhode Island
  • University of Rhode Island

Job Titles Held:

  • Executive Sales Manager, VP
  • Area Sales Manager, VP
  • Branch Manager, AVP
  • Financial Services Consultant
  • Product Manager


  • MBA
  • Bachelor of Science

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