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Professional Summary

Enthusiastic, resourceful young professional with adept management skills and strong environmental adaptability that focus on building the brand image and increasing sales.

Skills & Qualifications
  • Fluent in Spanish
  • Social Media Planning and Implementation
  • Internet marketing
  • Brand Development
  • Process implementation
  • Data analysis
  • Client assessment and analysis
  • Marketing and promotions
  • Comparative market analysis
Work History
02/2018 to Current
Mortgage Loan Originator Quicken Loans Inc. Cleveland, OH
  • Generated status reports, brief books, and spreadsheets.
  • Researched industry competitors and compiled detailed analysis data.
  • Evaluated client financial positions and identified the most appropriate banking products.
  • Researched companies and prepared presentations for management and prospective buyers.
  • Used investment software to break down complex legal and financial information for the client.
08/2017 to 01/2018
Barista R&B Bubble Tea KTV Toledo, OH
  • Complied with standards for merchandising, stocking and storing product.
  • Improved page content, keyword relevancy, and branding to achieve search engine optimization goals.
11/2010 to 07/2017
Hostess Jennifer's Restaurant Strongville, Ohio
  • Engaged in suggestive selling and other sales techniques.
  • Maximized customer service by training staff, overseeing operations and resolving issues in a timely manner.
01/2017 to 06/2017
English Second Language Teacher US Together Inc. Toledo, OH
  • Created monthly academic status reports based on in-depth student evaluations.
  • Designed seasonal programs emphasizing vocabulary, pronunciation and reading comprehension.
  • Coordinated communication between students and school administration to create an effective and culturally-sensitive learning environment.
May 2018
Business Administration : Marketing and Spanish
University of Toledo - Toledo, OH
This resume is created in 7 minutes.
Sales professional and proven leader, skilled in phone work as well as face to face sales looking for opportunity in a growing industry. In my tenure as a sales representative for the Van Tuyl auto group I was consistently ranked in the top 10 in gross profit and unit sales before being promoted into management positions. My skill set easily transferred to the call center environment where after passing the SAFE exam I quickly ranked among the top 7 employees nationally in locked loans and talk time at, the second largest online consumer direct lender in the United States.
Core Qualifications
  • Mortgage origination
  • Lead nurturing 
  • Analytical problem solver
  • Clear and articulate phone manner
  • Excellent time management
  • Team leadership
Pre-disbursement Specialist Dec 2016 to Current
JP Morgan Chase Phoenix, AZ
  • Coordinate funding and closings with title and other vendors
  • Pragmatically facilitate problem fixes
  • Ensure satisfaction of all loan conditions before disbursement

Sales Rep Oct 2015 to Nov 2016
State Farm Tempe, AZ
  • Licensed to sell P&C insurance and take applications in a call center environment.
  • Top 5 call center rep in sales and closing percentage every month on the floor.
Loan Originator Apr 2014 to Sep 2014
loanDepot Scottsdale, AZ
  • Licensed Loan Originator in ten states.
  • Originated refinance loans in call center environment.
  • National top performer second month after passing the SAFE exam.
In-House Sales Representative Aug 2012 to Oct 2012
Wyndham Vacation Ownership Branson, MO
BMW New Vehicle Client Advisor/ Toyota Sales Team Lead Aug 2011 to Jul 2012
Reliable Superstore BMW Lexus Toyota Scion Springfield, MO
  • Promoted to BMW New Vehicle Client Advisor after leading Toyota franchise as top Toyota Team Leader, out-performing three other teams in total sales.
  • Achieved Gold and Silver level sales awards in second and third months, respectively, as a client advisor.
  • Ranked in top five out of 35 sales people in average sales per month.
  • Achieved top 6 ranking in sales for Van Tuyl Automotive Industries Midwest region covering all new car brands 4 out of 6 months as a sales rep before being promoted into management.
Field Tech/Corporate Administrator Aug 2010 to Jun 2011
Adkins Cabling Phoenix, AZ
Colonial Life- Sales Associate Feb 2010 to Dec 2010
Colonial Life Phoenix, AZ
  • Generated leads and appointments for Sales presentations in a cold call environment
  • Communicate past gate keepers to decision makers
Additional Information
  • Accomplishments: AIMS Scholarship Recipient Desert Vista Honor Roll (Four Years) Desert Vista Varsity Lacrosse (Three year letterman) First Team Arizona All-State Lacrosse (2007)
Call center, Client, Insurance, Team Leader, Sales, Mortgage Origination
High School Diploma 2007 Desert Vista High School Phoenix, AZ, United States
Business University of Arizona Tuscon , AZ, United States 2008-2009
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Professional Summary

Results-oriented and resourceful financial professional adept in mortgage products, healthcare, financial services, and the energy sector whose talent shines in a competitive, innovative and creative environment. Accomplished in analyzing client's financial condition to recommend financial solutions to best meet business needs, implementing advanced financial and technical skills in complex customer environments, and effectively building loyal and long-term relationships with customers. Desires a financial consultant opportunity (change this out as needed based on the job you're applying to)

  • Extensive knowledge of small business financial products and services 
  • Proficient in Microsoft Office Suite Products, Calyx Point, and Encompass and familiar with Great Plains
  • Skilled in designing strategies to increase sales, client retention and customer base 
  • Non-profit accounting skills include: budgeting, forecasting, and planning
  • Ability to build relationships with clients and partners and influence others without direct control
  • Solid oral and written communication skills 
  • Proven experience with application of database management and spreadsheets 
  • Expert in general month-end close procedures including posting journal entries and account reconciliation
Work History
Residential Mortgage Loan Originator, 01/2016 to Current
Hancock Mortgage Sugarland, TX
  • Develop and maintain relationships with local real estate agents and establish prospects for new loans by conducting 5-7 weekly meetings with new and existing agents
  • Comply with regulatory requirements, including the Equal Credit Opportunity Act, HMDA, TILA, and RESPA
  • Communicate and present information to senior partners during various stages of the loan process to demonstrate borrower's ability to purchase
  • Review financial status and analyze client's credit histories, financial statements and borrowing capacity by performing front and back end ratios 
  • Successfully collaborated with team members to close an average of 15-20 loans and reviewed 100-150 financials statements on a monthly basis
  • Establish strategies to develop and expand existing customer sales, which resulted in a 10-20% increase in annual sales
  • Regarded as one of the branches more productive loan originators, handling an average of 3-5 loans month; recipient of the Top-Producer award in April 2017
Residential Mortgage Loan Originator, 01/2014 to 12/2015
E- Fast Funding Cypress, TX
  • Analyzed applicants' financial status, credit, and property evaluations to determine loan feasibility and performed daily maintenance of the loan application database 
  • Consistently exceeded loan quota by 10% each month during busy season between September- December
  • Facilitated borrower and real estate agent satisfaction by providing exceptional customer service and communication throughout the loan process
  • Worked closely with team members to ensure timely follow up on all new leads generated by referrals and marketing programs
  • Expedited the processing of various loan documents and ensured compliance with policies, procedures and guidelines 
Residential Mortgage Loan Originator, 01/2011 to 12/2013
LendTex, LLC Houston, Texas
  • Oversaw and ensured completion of all mortgage loan applications through interviewing and assisting loan applicants with the process
  • Provided expedient service cited as key to consistently high customer satisfaction and a 10-12% increase in referrals in fiscal year 2012
  • Developed and maintained successful relationships with business referral sources 
  • Compiled database of loan applicants' credit histories, corporate financial statements and other financial information
  • Maintained knowledge of the loan products, underwriting, processing procedures, and general departmental guidelines 
Accounting Specialist (Contractor), 11/2009 to 02/2010
ITSRX, Inc Houston, Texas
  • Audited the A/R account for 2009 for four pharmaceutical companies in order for the Controller to prepare financial statements
  • Composed effective accounting reports utilizing pivot tables and charts in Excel to summarize accounts payable/receivable data 
  • Reconciled discrepancies between accounts receivable general ledger account and accounts receivable trial balance account 
  • Gained understanding of the work flows of a pharmaceutical sales company including the issuance, processing, and collection of insurance payments for a patient's prescription
  • Provided proper analysis of the data upon completion of monthly reconciliation in order to assist the Controller in identifying areas of concern or potential issues that may need to be resolved so that receivables are properly being recorded and collected
Business Development Manager, 12/2008 to 05/2009
Zeon Global Energy Inc Victoria, Texas
  • Managed a truck stop with convenience store which averaged over $150,000 in monthly sales 
  • Led a comprehensive training for 4 employees and managed work activities of all subordinates and staff  
  • Maintained daily and monthly ledgers to generate financial reports
  • Oversaw scheduling, payroll, and supervised employee-customer relations 
  • Acted as primary contact to all vendors and suppliers; negotiated pricing and regulated inventory levels
Bachelor of Science: Finance, December 2014
University of Houston - Clear Lake - Houston, Texas

Licensed Mortgage Loan Originator - NMLS License #336554:
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Professional Summary
Exceptional leader talented at developing team members, coaching and changing behaviors. Technically-savvy with outstanding relationship building, training and presentation skills.
Experienced lending professional with strong leadership and relationship-building skills. Meticulous professional, excellent at juggling multiple tasks and working under pressure. Broad industry experience includes commercial lending, consumer lending, and residential lending. 
  • Leadership skills
  • Strategist
  • Brand Marketing
  • Financial analysis
  • Complex problem solving
  • Market strategy
  • Time Management 
  • Powerful negotiator
  • Process management
  • C-Level presentations
  • Asset Management
  • Strong verbal communication
  • Regulatory compliance
  • Project Management 
  • Budgeting 
  • Risk management processes and analysis
  • Business development 
  • Supply Chain Solutions 
  • Work History
    Market Manager 01/2017 to Current
    Movement Mortgage, LLC Fairfax, Virginia
    • Coaching, mentoring, developing  team of mortgage lending professionals; originating mortgage loans from brokers, builders, developers and real estate professionals. 
    • Manage day to day operations of branch P&L for office. 
    • Negotiator and problem solver for lending team. Key employee in underwriting guidelines, compliance and product changes constantly to obtain loan approvals for lending pipeline.
    • Relationship manager both internally and externally. Strategy planner and organizer.
    Asst. Vice President, Area Sales Manager 09/2013 to 12/2016
    M &T Bank Mortgage Division Vienna , Virginia
    • Opened new office inside beltway. Developed new partnerships with internal department team members.
    • Grew external partnerships within real estate and business communities.
    • Implemented marketing and business strategies which resulted in 150% growth of volume.
    • Initiated key partnerships which resulted in 54% revenue growth.
    • Developed new process for employee evaluation which resulted in marked performance improvements.
    • Hired 15 sales representatives over 36 months, built office and grew market share inside beltway.
    Branch Sales Manager 08/2009 to 08/2013
    Wells Fargo Reston , Virginia
    • Hired lenders, built team and closed over 102 million in year 2.
    • Exceeded regional annual sales target by 70%.
    • Exceeded goal next year by 33% closed over 150 million in year 3.
    • Increased regional market share by 43% within 48 months.
    • Built relationships with customers and the community to establish long-term business growth.
    • Managed profitable profit and loss center.
    Vice President 01/2007 to 08/2009
    JP Morgan Chase Sterling , Virginia
    • Supervised a sales force of 10 sales associates through merger, acquisition of WAMU.
    • Experienced in managing multiple sales personalities. 
    • Managed the mortgage office production over 100 million dollars.
    • Managed successful profit and loss center.
    • Created strategies to maintain competitive edge.
    • Finished with strong  KPMI metrics exceeding goals.
    Sales Manager 03/2004 to 12/2006
    Wells Fargo Vienna , Virginia
    Mortgage Loan Originator 01/1999 to 02/2004
    Wells Fargo Vienna , Va
    • Recommended loan approvals and denials based on customer loan application reviews.
    • Originated, reviewed, processed, closed and administered customer loan proposals.
    • Compiled database of loan applicants' credit histories, corporate financial statements and financial information.
    • Developed and maintained relationships with real estate agents, brokers, builders, and community partnerships.
    • Delivered product and marketing presentations at community events, public seminars, and real estate community.
    • Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
    • Received  several “Employee of the Quarter” service award.
    • Created strategies to develop and expand existing customer sales, which resulted in a 12% increase in sales.
    • Closed an average 24 to 27 million in sales volume each year. 
    • Qualified for Presidents Club consistently over 3 years.
    Commercial Loan Officer 09/1996 to 12/1998
    Community Lending Corp Annandale , Va
    • Developed prospects for new loans by conducting 50 cold calls weekly. 
    • Reviewed over 20 financial statements per quarter.
    • Created strategies to develop and expand existing customer sales, which resulted in a 10 % increase in sales.
    • Developed strategies targeting investors for financing.
    • Called on businesses to generate leads and increase lending to existing business owners up to 250M.
    • Developed contact management  lists and called on property management companies.
    • Called on commercial brokers, investors, financial planners. 
    • Managed existing relationships within company book. 
    • Submitted loan applications to the underwriter for verification and recommendations.
    MBA: McDonough School of Business 2016 Georgetown University - Washington, DC Executive Masters in Leadership, McDonough School of Business 
    Bachelor of Science: Communications James Madison University - Harrisonburg, Va
    • Community service leadership award.
    • Awarded to Mellon Bank, presidents club, 3 consecutive years.
    • Awarded to Citibank, presidents club, 3 consecutive years.
    • Created weekend carrier program bringing additional business to bank.
    • Business 2 business sales award for market share growth.
    • Awarded top manager for recruiting and retention, lowest turnover of employees over 3 year period.
    • M&T, highest manager rating in region from direct report surveys.
    • Metro Laser Associates, board member.