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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 • (xxx-xxx-xxxx • abc@xyz.com
Account Management / Operational Analysis / Customer Service
Quality Assurance ~ Organizational Efficiency ~ Human Capital Development
Performance driven and client focused Management Professional with a drive and determination to ensure the highest level of customer service and satisfaction as well as building and retaining client loyalty through strategic plans. Seeking mid to high level administration and operations positions.
Key Transferable Skill Sets
Strategic/Feasibility Plans • Account Management • Customer Retention and Loyalty Focused • Business Analysis
Financial Management • Efficiency Strategies • Proactive Problem Solving • Business Development
Data Gathering and Analysis • Time Management Effectiveness • Market Penetration
Customer Service Programs • Competitive Intelligence Assessments
Qualifications Profile
Strong business background with the ability to work independently on multiple projects with specialized experience in project oversight, information management, strategic planning, business development processes, sales methodologies, risk mitigation awareness, as well as development of programs to increase and retain associates and clients.
Possess strong organizational and analytical skills and highly adaptable in quickly changing business environments.
Skilled in numerous facets of management with a focus on high yield results with as minimal risk as possible.
Technology savvy and proficient in numerous applications and platforms, including: TMO, PRONTO, MLCS, Microsoft Word, Windows, Leprechaun, CBSI, Inform & Enhance, Encompass, Desk Top Originator, Loan Prospector.
Transferable Competencies
Manage key accounts, with high level of accuracy and integrity as well as monitor account activity to ensure regulatory compliance and loss mitigation.
Manage business facets including high level analyses related to departmental budgets and financial analyses.
Ensure delivery of superior customer service and high client satisfaction levels by diligently tracking concerns and presenting issues to relevant parties.
Possess an extensive knowledge of fiduciary practices, policies, and regulations and can apply this knowledge in terms of budgets, forecasting and projections, as well as financial analysis.
Provide leadership in order to achieve maximum production, including budget control, production timetable, status reporting, client/project team coordination, and quality assurance.
Academic & Specialized TRaining
- B.S. C Psychology, George Mason University
- Specialized Training Courses: National Decisioner Training, Income & Asset Analysis Workshop, Product &
Pricing Workshop.
Select Achievements & Contributions
Generated FHA, Conventional, VA and USDA mortgages through effective prospecting of mortgage bankers/brokers. Personal production resulting in over $100 million in annual revenue. (Stearns Lending)
Trained mortgage bankers/brokers to properly submit and structure loans to meet Stearn s loan submission guidelines as well as educated bankers/brokers on program availability and policy changes within specific investors, including Fannie Mae and Freddie Mac. (Stearns Lending)
Acted as team lead over group that processed loans for 6 top producing account executives resulting in over $900M annually. (First Horizon)
Processed, closed and funded over $300M annually for 1 top producing Washington Mutual Account Executive.
Professional Summary (10 Years)
Account Executive
Stearns Lending, Inc. 2010 C Present
Account Representative
MetLife Home Loans 2006-2010
Senior Sales Coordinator III
First Horizon Home Loan Corporation 2004-2006
Senior Loan Coordinator
North American Mortgage Company (Washington Mutual Bank) 2003-2004
Manager
Eclips Salon & Day Spa 2000-2002
Primary Job Functions: Strategic Planning, Management and Operational Oversight, Creation of Client Management Programs, High Level Analyses, Feasibility and Viability Plans, Management of Complex Cross Functional Teams, Client Cultivation and Retention Programs, Both Short Term and Long Term Financial Planning and Management Initiatives for Business Solvency, Valuation and Competitive Intelligence Assessments, Project Management and Adherence, Human Capital Training Programs, Customer Needs Analyses.
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