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Skills

  • Ledger and balance sheet competency
  • Analytical
  • Lean manufacturing and quality systems
  • Financial modeling
  • Expertise in Excel
  • Meticulous attention to detail
  • Business operations
  • Financial analysis
  • International and emerging market research
  • Venture capital specialist

Work Experiences

  • Built a client base of l>5 through networking and seminar marketing.
  • Created a leveraged buy-out model to arrive at a proposed valuation of l>16% of equity.
  • Went over 13 financial statements in the past year and reviewed them.
  • Entered transaction information for members into the online banking software.
  • Advised
  • Transported Tableau to three years customer locations.
  • Had planned ahead.
  • Specific questions were directed to the appropriate branch personnel.
  • Was in charge of processing treasury, tax, and loan payments.
  • Recommendation

Summaries

  • Motivated
  • Clear understanding of workflow optimization and vendor management as well as quality assurance training.
  • Aggressive investment banker with a track record of closing deals and bringing in new clients.
  • Within Banking and Financial Services, senior Mortgage Loan Originator and outstanding performer in strategic planning and process improvement.
  • Innovative
  • PowerPoint, Excel, and VBA are all skills I have.
  • Excellent at meeting and exceeding the past year objectives.
  • Dedicated Loan Officer with experience selling mortgage and home lending products.
  • Hardworking and dedicated, with a ruthless competitive spirit.
  • Articulate

Accomplishments

  • Facilitated 17 FHA, VA, and USDA loan approvals by staying current on government housing programs and regulations.
  • Played a key role in reducing loan processing times by 37% through the introduction of automated document collection tools (Asana).
  • Optimized the use of CRM software to accurately track leads and communication, contributing to a 49% follow-up success rate on pre-approved loans.
  • Successfully trained 14 new tellers over a 8 month time period.
  • Successfully negotiated and closed 50% of loans for clients despite challenging credit histories, ensuring exceptional service under difficult circumstances.
  • Generated over 3 in closed mortgage loans annually by utilizing effective networking and lead generation strategies.
  • Spearheaded a marketing campaign targeting key demographics, resulting in a 59% increase in qualified mortgage applicants in 2022.
  • Increased assets and net cash flow by 4% while minimizing outflow of assets.
  • Served as the top-performing mortgage loan specialist for several months achieving a closing rate of 45% loans per month.
  • Achieved successful IPO for Cedar Works.

Affiliations

  • Association for Computing Machinery
  • Freemason
  • American Institute of Banking (AIB) Association
  • Rotary International
  • Council of Residential Specialists (CRS) Affiliate
  • NMLS Licensed Mortgage Loan Officer Association
  • Association for Financial Professionals (AFP)
  • Project Management Institute
  • Lions Club
  • Graduate of Mortgage Leadership Academy

Certifications

  • Cisco Certified Network Associate (CCNA)
  • USDA Loan Specialist Certification
  • Certified Construction Loan Specialist (CCLS)
  • Certified Protection Officer (CPO)
  • ServSafe
  • CompTIA Security+
  • National Mortgage Licensing System & Registry (NMLS) Certification
  • CompTIA A+ Technician
  • Credit Risk Certification (CRC)
  • Google Certified Professional Cloud Architect

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