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yyyyyy x. yyyyyy
(xxx-xxx-xxxx • abc@xyz.com
results-focused leader eager to offer progressive consumer online banking, outbound calling, technical support, and customer service experience, as well as proven background in diverse mortgage, consumer finance, and real estate roles, toward achieving a top-notch employer s goals.
profile of qualifications
out-of-the-box thinker who demonstrates a broad background in mortgage, consumer finance, and real estate areas.
integral leader who analyzes systems to optimize confidentiality of client data in coordination with key objectives.
ambitious self-starter who excels at resourcefully identifying online banking customers who have malware on their machines, along with skillfully handling high-level outbound calls for notification of malware-infected computers.
excellent communicator who seamlessly interfaces among senior staff, financial clients, business peers, and the public.
top performer who contributes superior attention-to-detail and sharp analytical and problem-solving abilities.
key areas of expertise
real estate investments financial planning client outbound calls regulatory compliance
mortgage loan processes account management virus removal / resolution technical troubleshooting
business communications online banking operations customer / business relations fraud management processes
professional synopsis
real estate investment / loan modification specialist
onti management group, draper, ut 2002 c present
utilize broad scope of industry knowledge and dynamic business acumen to handle 500+ residential mortgage loans and acquisition of 30+ investment properties, including expertly analyzing applicant financial status, credit, and property evaluation to determine feasibility of granting loans which is instrumental in maximizing key results.
coordinate targeted activities with banks and homeowners to offer mortgage relief via loan modification processes.
loan servicing representative
universal home savings, american fork, ut 2008 c 2010
contributed sharp analytical abilities toward processing, gathering, and submitting 150+ mortgage loans for modification, including underwriting loans to guarantee compliance with company and secondary market investor standards, as well as examining loan documentation for accuracy and completeness to ensure seamless processes.
liaised among loan originator and production staff to secure documents, and senior underwriters for loan exceptions.
real estate investment coach
the coaching institute, draper, ut 2007 c 2008
demonstrated solid communication skills toward assisting students in learning about real estate investing and practices, including supporting the purchase and sales of millions of dollars worth of real estate properties, as well as instructing individuals on new real estate principles and developing a supplemental manual designed for success.
mortgage broker
equity specialist, murray, ut 1995 c 2002
played a vital role in building profitable operations by recommending approval of customer applications for mortgage loans (e.g. convention, sub-prime, fha, va, home equity lines of credit), along with interviewing applicants and requesting key information for loan application and approval in compliance with company policy.
education, professional development & licensure
bachelor of social science (business management emphasis) brigham young university
licensed utah real estate agent (currently active) • licensed utah mortgage loan officer (currently active)
stringham real estate school • joel nathan professional instructor training • leslie peterson mortgage school
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