Mortgage Broker resume examples

Choose and edit as your own

Get inspired by the best resume examples picked for your profession and create your!

Add pre-written phrases

Describe yourself as a professional just in 2 clicks! All the phrases you need are prepared by us

Save and Download your Resume

Save it in PDF format. Ready-to-sent to you employer!

This resume is created in 7 minutes.
Summary

Well-rounded Server/Bartender with wide-range history in the service industry. Bringing passion for the industry and fun, positive attitude with unwavering commitment to customer service.

Skills
  • Strong organizational skills
  • Outstanding customer service
  • Courteous
  • Outgoing personality
  • Positive Attitude 
  • Safe serving knowledge
  • Payment processing
  • Maintaining glassware stock
  • Maintaining a clean bar
  • Food preparation
Education and Training
2017 Bartending Training Certification : Art of Mixology
ABC Bartending School | Marietta, GA

40 Hours: "Hands on" Bartending Training Program 

Know how to Free Pour

Bartender's Code of Ethics

Beer and Wine Knowledge

Cocktail and Martini Recipe Training 

Bar Etiquette, Maintenance, and Setup 

State Law

Experience
08/2019 - 12/2019 Bartender Louie's Sports Tavern | Stone Mountain, GA
  • Served each guest with a sincere, positive, pleasant and enthusiastic attitude.
  • Maintained full knowledge of bar and menu items and made recommendations.
  • Prepared mixed drinks; poured wine, beer and nonalcoholic beverages.
  • Maintained bar stocks, replenishing daily as necessary.
  • Delivered quality food and beverage service to guests in a responsible manner.
  • Processed cash, credit card and voucher payments.
  • Upheld a high standard of cleanliness in all work areas.
  • Performed closing duties including cleaning, sanitizing and replenishing.
  • Maximized employee morale and corrected performance issues according to established standards.
  • Set effective employee schedules that maintained coverage at peak times and minimized labor costs.
  • Devised unique events and special promotions to drive sales.
  • Ensured optimal beverage stock by monitoring monthly inventory and partnering with owner for corrective action planning to reduce expenses.
  • Increased revenue by promoting additional items and assisting with beverage menu creation.
  • Communicated effectively with kitchen staff regarding customer allergies, dietary needs and other special requests.
02/2019 - 04/2019 Bartender Cigar Village Bar-East Atlanta | Atlanta , 30316
  • Engaged in small talk with over 15  patrons per day to build rapport and earn repeat business.
  • Operated cash register and Point of Sale (POS) system for transactions and made proper change for cash transactions.
  • Cigar knowledge and Education 
  • Ordered and maintained inventory of bar products, including alcohol, soft drinks and supplies to drive high volume of sales.
  • Restocked beer and liquor on regular schedule and after special events to prepare for forecasted needs.
  • Promoted products to customers to enhance bill totals with high-profit items.
01/2018 - 02/2019 Server Novo Cucina | Dunwoody, GA
  • Educated guests on daily specials and menu offerings such as appetizers, entrees and desserts.
  • Discussed alternative selections with chef for guests with food allergies or gluten-free requests.
  • Arranged each place setting attractively and verified all items were clean and free from water spots and chips.
  • Satisfied customers by keeping drinks topped off and anticipating needs such as condiments and extra napkins.
  • Managed closing duties, including restocking items and reconciling cash drawer.
  • Operated POS terminals to input orders, split bills and calculate totals.
  • Maintained table settings by removing courses, replacing utensils and refilling beverages promptly.
  • Promoted desserts, appetizers and specialty drinks.
  • Recommended daily specials, wine selections and desserts to guide patrons toward more profitable items.
  • Communicated effectively with kitchen staff regarding customer allergies, dietary needs and other special requests.
  • Assisted individuals in selecting meal options, including entrees and desserts and recommended alternative items for those with food allergies and gluten intolerance.
09/2019 - Current Mortgage Broker Bates Mortgage Group | Smyrna, GA
  • Guided home buyers and sellers through the process of purchasing and selling a home
  • Take full mortgage application
  • Credit analysis and Improvement suggestions
  • Collect income and asset documentation
  • Adhere to all State and Regulatory laws
  • Adhered to US Mortgage security and audit procedures.
  • Managed opening and closing times for the main branch.
  • Delivered prompt, accurate and excellent customer service.
  • Maintained confidentiality of bank records and client information.
This resume is created in 7 minutes.
Summary
Experienced and knowledgeable in the lending process. Working with clients that are first time home buyers, to clients that are experienced real estate investors. Have been in the financial industry for the past 17 years from retail banking to being a mortgage broker and a team lead on a mortgage sales team.
Skills
  • Sales expertise
  • Energetic
  • Customer service-focused
  • Debt and credit management
  • Bank security issues
  • Financial planning expert
  • Reliable
  • Excellent time management
Experience
Mortgage Broker 12/2013 to 07/2015 Mortgage Alliance of Canada Toronto, Ontario
Originated mortgages working with over 20 lenders.
Was responsible for being a team lead of 5 other mortgage reps.
Worked with agents, lawyers, and other key referral sources to grow the book of business.
Managed an office, ran meetings and trained new reps.
Mortgage Sales Force 10/2008 to 12/2013 Td Bank Toronto, Ontario
Sold all mortgages, home equity lines of credit for TD Bank.
 
Worked with first time home buyers, investors and builders.
 
Established and grew relationships with real estate agents.
 
Did from $20-$25 million average in sales per year.
Financial Advisor 08/2001 to 09/2008 TD bank Toronto, Ontario
Proficient in all bank related products. Had a book of clients that I sold mutual funds, mortgages and credit cards too.
 
Educated customers on the variety of loan products and available credit options. Executed the loan origination process, including ordering credit reports, appraisals and preliminary title reports. Provided expert financial advice on mortgage and both educational and personal loans.
In Store Representative 07/2000 to 08/2001 Bank of Montreal Toronto, Ontario
Worked in a small branch inside a grocery store.
Sold Mutual funds, credit cards and opened accounts.
Ran sales campaigns and acquired new clients from the store.
Education and Training
Bachelor of Arts: Political Science and Business 1993 York University Toronto, Ontario, Canada
Coursework in Accounting, Finance and Business Administration Completed Mortgage Underwriter training
Activities and Honors
Board of Directors Fresno State Hockey
 
Board of Directors Fresno Monsters Junior Hockey Club
 
Team Manager Fresno Monsters Peewee Team
 
This resume is created in 7 minutes.
Summary

Enterprise Account Executive with experience in both direct and B2B sales concentrated in IT, SaaS, APM, monitoring, hardware, software, storage, networking and licensing.

Highlights
  • Consultative Selling
  • Territory management
  • Partnering with CEO and CFO level management
  • Excellent sales techniques
  • Strong lead development skills
  • Strong deal closer
  • National account management
  • Top-ranked sales Account Executive
  • Goal-oriented
  • Key account generation
Accomplishments
  • Catchpoint Systems
  • Hired as 1 of 4 original Account Executives to a newly formed sales team
  • Closed some of Catchpoint's largest and noteworthy clients such as Cisco, Intuit, Yellow Pages, L'Oreal and GoDaddy.com
  • Promoted to Enterprise Account Executive
  • Strategic Business role created specifically for me
  • Achieved over $2,000,000 in current pipeline with opportunities with Bank of America, Apple, Symantec, Ameriprise, American Express, MetLife and Visa
  • With 68 named accounts, I generated a pipeline of over 14 new business opportunities that accounts for 20% of my named territory
  • Ranked as the #1 rep for pipeline and new business opportunities

  • PC Connection
  • Achieved over 100% to quota every year
  • In 2011 achieved 179% to quota
  • Achieved sales revenue of $4,367,682 in 2011
  • Gross Profit of $476,558 for 2011
  • Achieved sales revenue of $4,673,534 in 2012
  • Achieved Gross Profit of $486,076 in 2012
  • In 2012 achieved 135% to quota
  • Achieved a gross margin of over 10%
  • Closed largest EMC storage deal worth over $1,000,000
  • Closed largest LANDesk deal worth over $400,000
  • #1 Account manager for revenue and Gross Profit for 4 years in a row
  • Have earned our company's Achiever's Club 4 years in a row
  • Achiever's Club 2009 - 100% Goal Performance
  • Achiever's Club 2010 - 100% Goal Performance
  • Achiever's Club and Circle of Excellence 2011 - 100% Goal Performance, Highest Annual Growth, and Top Systems Sales
  • Achiever's Club and Circle of Excellence 2012 -100% Goal Performance and Top Systems Sales
  • Verizon
  • Sold > $400,000 in new business in first 3 months of hire, exceeding sales quota by $139,000
  • Closed >20 sales per month directly with CEO and CFO level decision makers averaging $180,00 per month
Experience
10/2014 to Current
Enterprise/Strategic Business Account Executive Catchpoint Systems Boston, MA

Prospect into Catchpoint's largest customer prospect base. Develop a strategic plan to maximize sales opportunities while working with many different decision makers. Work with Account Development Rep to actively prepare, implement and execute specific account plans. Work directly with my Performance Engineer on product demonstration via Webex or onsite presentation. Work with client on requirements and contract/SLA obligations. Specialize in developing call plans to land new accounts, crafting messaging for effective prospecting, and closing with unique customer benefit presentations.

09/2013 to 10/2014
Sr. Account Executive Catchpoint Systems Boston, MA

Identified prospective customers using lead generating methods and worked closely with my Account Development Rep to build and execute territory strategy. Prospect within established territory via phone, email and LinkedIn. Conducted product demonstrations via the web and on site meetings to prospective customers and key decision makers. Manage the entire sales cycle from inception to customer close. Strategic selling, account development, account management, prospecting, qualifying, secure marquee accounts

12/2008 to 09/2013
Sr. Executive Account Manager PC Connection Milford, NH

Identify, qualify and capture new purchasing customers for IT hardware, software and licensing in the Medium to Large customer base. Pursue qualified leads, pro-actively target existing customers for new projects pertaining to software, hardware, storage or licensing opportunities. Maintained sufficient knowledge of IT trends and new product launches to stay up to date for existing customers and their IT initiatives. Collaborate with business partners like HP, Dell, and EMC to canvass mutual sales territory. Work actively with business partners to grow our customer base. Effectively utilized sales process to identify and capture new sales opportunities.


Have earned PC Connection's Achiever's club 4 years in a row

Exceeded Revenue and Gross Profit goals 4 years in a row

Had actual revenues of $4,367,682 for 2011

Gross Profit of $476,558 against a goal of $265,969 for a % to goal of 179.18% in 2011

Achieved revenues of $4,673,534 in 2012

Achieved Gross profit $486,076 in 2012

Gross Profit of $486,076 against a goal of $360,000 for a % to goal of 135% in 2012


06/2007 to 12/2008
Sales Lahti's Jeep Leominster
01/2006 to 06/2007
Mortgage Broker Right Trac Mortgage Co. Leominster, MA
    04/2004 to 12/2005
    Benefits Account Manager Fidelity Investments Maynard, MA
    03/2003 to 03/2004
    Mortgage Officer First Option Mortgage Co. Maynard, MA
    06/2001 to 03/2003
    Hunting Account Manager Verizon Maynard, MA
    Education
    Computer Science Fitchburg State College Fitchburg, MA
    This resume is created in 7 minutes.
    Professional Summary
    Call Center Representative with expertise providing customer support in high call volume environments. Exceptional computer aptitude and telephone etiquette.
    Skills
    • Skilled in call center operations
    • Strong problem solving aptitude
    • Persuasive speaker
    • Committed to maintaining data integrity
    Work History
    Customer Solutions/ Retention Specialist 07/2011 to 06/2013
    North American Bancard Troy, MI

    • Optimized and evolved retention strategies to retain business and revenue for the company.
    • Addressed and resolved customer product complaints empathetically and professionally.
    • Defused volatile customer situations calmly and courteously.
    • Accurately documented, researched and resolved customer service issues.
    Customer Account Executive 11/2007 to 07/2011
    Comcast Sterling Heights, MI

    • Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
    • Referred unresolved customer grievances to designated departments for further investigation.
    • Resolved service, pricing and technical problems for customers by asking clear and specific questions.
    • Acted professionally and patiently when addressing negative customer feedback.
    Mortgage Broker 05/2004 to 06/2007
    Prime Financial Group Novi, MI

    • Originated, reviewed, processed, closed and administered customer loan proposals.
    • Submitted loan applications to the underwriter for verification and recommendations.
    • Maintained strict confidentiality of bank records and client information.
    • Reviewed and edited loan agreements to ensure accuracy.
    Education
    Associate of Arts: Criminal Justice Current Wayne County Community College District - Detroit, MI
    Proof Operations, Ten-Key Training 2000 Wayne County Community College District - Detroit, MI
    Medical Administration 1999 National Institute of Technology - Southfield, MI
    This resume is created in 7 minutes.
    Skills
    advertising, budgets, closing, CA, contracts, client, financial, Forklift, law, Lotus Notes, marketing, Excel, Outlook, window, Microsoft Word, Payroll, policies, profit, quality, relationship building, retail, transportation, type
    Experience
    Home Health Aide Jan 2014 to Current
    Help at Home, Inc. Chicago, IL
    • Perform household tasks such as laundry, dusting, heavy and light cleaning as well as shopping and bill payment with.
    • patience, care and professionalism.
    • Provide transportation assistance requiring lifting and dressing client for outings.
    • and health care appointments.
    • Prepare balanced meals and offered companionship and encouragement.
    • Recognized for exceptional client care and exhibiting an uncompromising work ethic.
    Mortgage Broker Jan 2002 to Jan 2014
    Lee & Lee Associates Chicago, IL
    • Successfully led a Chicago based retail mortgage brokerage firm serving state and local programs as well as non for profit organizations thorough advanced knowledge of mortgages, contracts, and Illinois' law.
    • Manage all financial, marketing, advertising, and transactional aspects of the firm including annual operating and capital expense budgets.
    • Increased profits by 20% year over year consecutively for nearly a decade through advertising, conducting open houses, and relationship building strategies.
    • Processed 20+ mortgage loan applications with a 25% closing rate monthly.
    Housekeeping Aid Jan 2008 to Jan 2011
    J. Brown VA Hospital Chicago, IL
    • Performed a variety of environmental and protective maintenance tasks including: cleaning wards, patient rooms, storerooms, offices, common areas, window washing, furniture moving and equipment care.
    • Operated industrial type powered cleaning equipment and was cross-trained as back up relief for the Infectious/Hazardous Waste Handler.
    • Consistently met and exceeded productivity goals; efficiently cleaned and sanitized 19+ patient's rooms daily with 100% quality completion rate based on performance tracking system.
    • Promoted within 6 months to Program Support Assistant to serve as liaison between patients and the medical center, implementing solutions to problems, concerns, and unresolved needs.
    Facility Operations Jan 2007 to Jan 2008
    Lifetime Fitness Chicago, IL
    • Responsible for daily maintenance and upkeep of entire grounds both indoors and exterior ensuring the facility is clean, safe.
    • and operating efficiently.
    • Adhered to policies and procedures in compliance with OHSA regulations; operated KaiVac.
    • 1750 no touch high powered washing machine and Demo Tennant F10 Dual Speed floor buffer.
    • Consistently recognized as Top Performer based on customer feedback and high quality and productivity ratings.
    Education
    Associates of Business Administration 2015 Truman College Chicago, IL
    Asbestos Abatement Removal - License & Certified Home Health Aide - Certificate of Completion NIMS, Forklift, OSHA - Certificates of Completion
    This resume is created in 7 minutes.
    Executive Profile

    Over 20 years in the mortgage business and developed a mortgage software. Produced multi millions in mortgage transactions.

    Professional Experience
    10/2014 to Current
    Project Manager/Sales/Closer Island Power Honolulu, Hawaii

    Verify customer address and ownership. Request proposals. Confirm appointments for both sales and schedule appointments for site inspections. Submit for approval.

    09/2014 to Current
    Sr. Loan Advisor Security National Mortgage Company Honolulu, Hawaii
    • Originate and process mortgage loans
    12/2013 to 09/2014
    Branch Manager Sun West Mortgage Company Honolulu, Hawaii

    Originate and process mortgage loans. Oversee all aspects of processing, submissions and approvals.

    04/2006 to 12/2013
    CEO/President DNT Holdings, LLC Las Vegas, Nevada
    • Mortgage software developer.
    01/2009 to 12/2011
    Mortgage Broker Reliance Financial Services Aiea , Hawaii

    Oversee all aspect of processing, submission and approvals

    10/2005 to 12/2007
    MLS Experts, Inc. Dba Emortgedge Las Vegas, Nevada
    • Owner of MLS Experts, a Nevada Corporation.
    • Enterprise Level, Mortgage Loan Processing software developed and provided to Mortgage Brokers nationwide.
    12/2005 to 10/2006
    Mortgage Broker/Owner Pacific Monarch Financial, Inc Las Vegas, Nevada
    • Oversees all aspects of loan processing, submission and approvals.
    10/2001 to 12/2008
    Mortgage Broker/Owner Pacific Monarch Financial, LLC Aiea, Hawaii
    • Oversees all aspects of loan processing, submission and approvals.
    10/2000 to 10/2001
    Mortgage Solicitor New Horizons Financial Aiea, Hawaii
    • Originate and process mortgage loans.
    01/1995 to 10/2000
    Mortgage Solicitor Pacific Mortgage Funding Group Aiea, Hawaii
    • Originate and process mortgage loans.
    Education
    1984
    Pilot Training: Private Eveland Aero Service Honolulu, Hawaii
    1990
    Bachelors: Business Administration University of Phoenix Honolulu, Hawaii

    Business Administration

    1986
    Certificate: Graphic Arts Denver Business College Honolulu, Hawaii

    Graphic Arts

    Skills

    Software Developer, Sales, Detail and Customer Service oriented. Proficient and a quick learner on multiple types of software.