qualifications summary

 

results-driven sales and management professional eager to apply dynamic business development, client relations servicing and managerial skills toward actively supporting the employer in optimizing sales and profits. proven experience interacting with staff and customer, directly impacting the recognition of dollars in revenue. intelligent risk-taker and skilled communicator reflected in career growth. 

loan origination / finance/ mortgage sales / financial advisement / sales

account management / teambuilding & leadership / million-dollar portfolio

professional experience

 

first security lending/augusta financial

senior sales officer, 12/2008 c present

•         approve retail loans within specified limits, and refer loan applications outside those limits to management for approval; close 7-10 loans per month.

•         meet with applicants to obtain information for loan applications and to answer questions about the mortgage process, including fha and conventional programs.

•         analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.

•         explain to customers the different types of loans and credit options that are available, as well as the terms of those services; compile loan applicants' credit histories, and financial statements.

•         stay abreast of new types of loans and other financial services and products to better meet customers' needs.

 

metlife financial services, glendale, ca

financial advisor, registered sales representative, 11/2007 c 08/2008

•         advised clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.

•         performed duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.

•         recommended strategies clients can use to achieve their financial goals and objectives, including estate conservation planning, retirement planning, and planned giving.

•         sold financial products such as annuities, life insurance (all types), mutual funds, disability insurance, and long term care insurance.

•         reviewed clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.

 

new century financial corporation, irvine, ca

regional vice president, 06/2002 c 06/2007

•         facilitated the professional success of 40+ sales and operations staff and directly impacted the success of the northern california territory by driving sales leads and boosting morale among sales representatives and potential business partners.

•         drove sales to unprecedented levels of $100mm - $125mm/monthly and monitored p&l of regional territory.

•         designed curriculum for an intense professional development program for both in-house support staff and outside sales account executives.

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regional sales manager

•         directed the success of 2 top producing sales teams and supervised 55 account executives.

•         demonstrated the leadership abilities along with collaboration with the rvp resulting in boosting region into the top 5 ranked sales teams on the west coast (2005 & 2006).

•         recognized $1billion in production each month based on solid sales management, staff development, and production goals consistently being reached.

 

regional operations manager

•         headed up a team of 15 account managers and 7 underwriters; determined eligibility and potential of new recruits to join the existing team of underwriters and account managers.

 

sr. account manager

•         verified the efficiency of 75 submissions/50+ closings per month by assessing title reports, income documentation, and appraisal reports.

•         sought after and grew 75+ external broker/banker relationships.

 

first horizon home loans, memphis, tn

account executive, 12/2001 c 06/2002

•         directed the professional success of newly hired brokers by offering comprehensive training on company products and internal procedures.

•         sold 2^nd mortgage liens to retail mortgage brokers and bankers; recognized $4-6mm/mo. in total volume funding and tracked $8mm/mo. pipeline in 2nd mortgage loans.

                      

union planters mortgage corp, memphis, tn

account manager/jr. account executive, 06/1999 c 11/2001

•         funded 175 units/ $10-12mm/mo. in 2nd mortgage liens and monitored pipeline of 380 2^nd  mortgage loans per month.

 

additional experience with long beach mortgage corporation as retail sales representative      

education

 

california state university long beach, long beach, ca
bachelor of arts in history, 2009

 

licensure

•         california department of insurance-license #of85902

•         finra (formerly nasd) licensed series 6, 63, & 65

•         california department of real estate-license #01324273

 

awards & activities

 

•         recognized as operations manager of the year, 2004

•         nominated in 2005 by svp for leadership development program.

•         inducted to the new century women s forum 2006 via nomination and support of the chief financial officer

•         member of president s club first 3 quarters of 2006-recognized for top regional production, profit, quality compliance, and increased productivity

 

 

 

 

 

<date>

 

<<first name>> <<last name>>

<<title>>

<<company>>

<<street address, suite #>>

<<city, state zip code>>

 

dear <<courtesy>> <<last name>>,

 

it is with great confidence that i offer my years of executive-level sales management experience and strong client relations ability to your organization. as i pursue the <<position title>> within <<company name>>, i recognize that my credentials and experience would greatly assist in reaching future goals and objectives.

 

experience as senior sales officer, financial advisor, registered sales representative, regional vice president, regional sales manager, regional operations manager, sr. account manager, account executive, and account manager/jr. account executive is the basis for my confidence that i would be a valuable asset to your organization. my career history consists of vast experience in operations oversight. i consistently communicate the corporate vision to the internal members of the organization so that everyone understands their role in achieving these goals, ensuring that the action steps are taken to ensure that goals are met and developing action plans to achieve those goals. thereafter, i prepare recommendations for improvements, controls, new methods, and other changes to improve the efficiency of operations.

 

during my career, i ve gained notable experience leading and training other employees in the appropriate procedures related to the overall administration of an economic enterprise. my professional background also includes a proven expertise in personnel management, leadership, operations, interpreting complex loan and finance rules and regulations, and effectively communicating with other members of management and personnel, verbally and in writing.

 

my aptitude for evaluating complex problems and reviewing related information to develop viable solutions would be of great use to your organization. i welcome more discussion about how my skills can help in meeting the goals and objective of your organization. until then, should you have any additional questions feel free to contact me at your convenience.

 

sincerely,

 

 

 

 

yyyyyy x. yyyyyy

enclosure