Performance-driven Real Estate and Financial Services Specialist eager to contribute talents toward actively supporting the employer in maximizing operational and financial results.

 

 

         Financially-astute with seasoned background in banking, real estate and mortgage industries.

         Merge excellent consultative selling abilities and interpersonal strengths to secure and retain clients. 

         Foster and maintain cohesive relationships at all levels throughout an organization.

         Decisive, client-focused and versatile; easily adapt to new roles, responsibilities, and environments.

         Strong blend of prioritization, negotiation, and presentation skills. 

         Rely on an outgoing and unyielding personality to overcome sales objections, generate new business and expand market share.

         Adept at project management, business development, and steering quality assurance via process mapping, root cause analysis, and gap analysis

         Computer/software skills include Calyx, Encompass, Quick Qualifier, ACT, MS Office, and MS Project.

 

 

Tamalpais Bank, San Rafael, CA, 2007 to Present

Universal Banker

         Perform broad-scope activities such as processing deposits and withdrawals, cashing checks, servicing IRA/Keogh accounts, and cross-selling various bank products and services.

         Apply dynamic relationship-building capabilities toward achieving exceptional levels of customer satisfaction and retention, and creating a positive reputation within the community.

         Exhibit polished customer service background in answering inquiries regarding accounts, and handle complaints and escalations with diplomacy and a solution-driven work ethic.

         Accurately balance daily transactions and verify cash totals for tellers and vault.

 

Citinet Financial Group and Citi Net America, Irvine, CA, 2006 to 2007

Senior Loan Officer

         Leveraged exemplary leadership talents toward training, motivating, coaching and mentoring junior loan officers.

         Ensured strict compliance with government rules and regulations in reviewing scenarios for commercial and construction loans.

 

Meridian Mortgage, Irvine, CA, 2005 to 2006

Reverse Mortgage Specialist

         Exercised strong organizational skills to plan and facilitate meetings with clients and counselors to efficiently process reverse mortgage applications.

         Responded to and assisted junior loan officers in administering calls related to refinancing, ARM and sub-prime mortgages.

 

Continued

 

 

 

 

Yyyyyy x. yyyyyy ~ Page 2 of 2

 

Professional Experience continued 

 

Olympia Funding Inc., Mission Hills, CA, 2003 to 2005

Loan Officer

         Created and maintained database of 200+ leads, performed diligent follow-up, and cultivated relationships with local realtors to identify potential clients.

• Persuasively presented loan solutions and programs, winning and maintaining confidence of borrowers through solid rapport-building skills.

• Displayed sharp multi-tasking capabilities in conducting credit checks and thoroughly completing loan documentation.  

 

Coldwell Bankers, Greenbrae, CA, 2002 to 2003

Realtor

         Performed office administration by reviewing and inputting new listings and property information, answering telephones, and maintaining client files.

         Appreciated by senior agents for assisting with open houses, client relations, and coordinating seamless sales transactions between attorneys, inspectors, buyers, sellers, and lenders.

 

Bank One, Houston, TX, 1996 to 2000

Quality Manager / Assistant Unit Manager

         Enforced adherence to stringent quality requirements in supervising productivity and performance of 25 telephone banking professionals servicing Oklahoma, Louisiana, Texas, and Kentucky.

         Educated and mentored staff in ensuring customer identity authentication and protecting confidential information to avert revenue loss and reduce liability.

         Held monthly calibration meetings between multiple states and centers to maximize score consistency between management and quality group. 

 

                   

 

Prior Employment:

 

University of Texas Health Science Center, Houston, TX

Houston Achievements Place, Houston, TX

Parivizian International Gallery, Houston, TX

 

 

Bachelor of Science in Psychology, Sam Houston State University, Huntsville, TX

 

Licensed California Real Estate Agent

 

California Notary Public; Member of National Notary Association (NNA)

 

Certified Signing Agent

 

 

 

 

 

 

 

 

 

 

Date

 

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging career opportunity in a <insert job title/position> capacity and am submitting my resume for your review.  In advance, thank you for your time and consideration.

 

As demonstrated in the accompanying resume, I bring to you a substantial background in the banking and lending industry, proficiency in staff training and management, and advanced skills in elevating quality assurance and customer satisfaction. To complement these qualifications, I offer a strong blend of resourcefulness, organizational strengths and critical thinking skills which are paramount as a <insert job title/position>.

 

As a dedicated team member and stellar leader, you will find me to be a diligent and focused professional committed to supporting you in achieving your objectives through an impressive work ethic and proven success in client/customer relations and satisfaction. I am certain that I could be an ideal addition to your company, and look forward to interviewing with you in the near future.

 

Truly yours,

 

 

 

Yyyyyy x. yyyyyy