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SENIOR MORTGAGE MANAGER:
Credit Analysis, Underwriting, Mortgage Consulting
Results-driven financial leader with 15+ years experience impacting profitability and growth for
a variety of both startup and established financial services institutions. Relationship builder
adept at promoting customer service excellence to drive exponential sales growth and
revenue expansion. Innovative problem solver with advanced knowledge of the complete
mortgage process and particular expertise in the operational side of the mortgage industry.
Areas of expertise:
Underwriting Credit Analysis Customer Relationship Management Strategic Planning
Partnership Development Consultative Sales Revenue Expansion Market Penetration
Operations Management Team Building Managerial Leadership
PROFESSIONAL EXPERIENCE
COMPANY 1, Columbus, Ohio 2005-2008
One of the world’s oldest operating financial services firms.
Mortgage Consultant
Directed sales of mortgage products, closing a high percentage of leads with a consultative
sales approach within a highly competitive increasing rate environment. Navigated clients
through the complete mortgage process with underwriting authority of over $400K. Cross sold
credit card products to qualified customers.
Ranked in the top 5% of nearly 800 loan officers within the nationwide corporate system 2
consecutive years, receiving the elite XXX recognition.
Achieved the record rate of converting nearly 15% of all sales leads into mortgage
applications, surpassing the company’s average by 88%.
Closed a landmark $100M in loans during tenure in this position.
COMPANY 2, Fort Wayne, Indiana 2004
Mortgage division of XXX residential building corporation.
Mortgage Branch Manager
Headed a 4-member team in the sale of mortgage products to existing XXXX clients.
Skyrocketed the critical “capture rate” nearly 150%, successfully winning the loan business
of 87% of XXX customers.
Raised customer service scores 58%, dramatically increasing the pool of potential repeat
customers.
Extended company's mortgage reach beyond XXXX customers, increasing outside
mortgage loans to non-company home owners by nearly 400%.