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Potomac Trust Mortgage - Broker Resume Example

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XXXX XXXX XXXX XX XXX X, Washington, DC 20010
XXXX XXXX XXXX XX XXX X, 20010, Washington DC
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Professional Summary

Top sales person for all companies worked for across different sectors, with 20 years of sales experience being top producer. Motivated and hard working, highly trained to generate business, negotiate and close deals.

Skills
  • Sales and Marketing.
  • Hiring and Developing Salespeople.
  • Negotiation/Closing Deals.
  • Use of CRM and Sales Meetings to monitor and motivate staff.
  • Network and market with potential lead sources, businesses and sectors to procure business.
Experience
Broker/Mortgage Originator May 2016Current Potomac Trust Mortgage Alexandria, VA
  • Network with realtors to procure purchase deals.
  • Service previous clients and market refinances to them.
  • Contract review on purchase transactions.
  • Coordinating with title, realtors, borrowers for smooth transactions.
  • Underwrite and process files. 
  • Monitor fulfillment of purchase contract terms to ensure that they are handled in a timely manner.
  • Act as an intermediary in negotiations between buyers and sellers over property prices and settlement details and during the closing of sales.
  • Check work completed by loan officers, attorneys, or other professionals to ensure that it is performed properly.
  • Maintain knowledge of real estate law, local economies, fair housing laws, types of available mortgages, financing options, and government programs.
  • Arrange for financing of property purchases.
Sales Manager/Mortgage Originator Nov 2015May 2016 Pacific Union Financial, LLC NMLS #2221 Fairfax, VA
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Meet with applicants to obtain information for loan applications and to answer questions about the process.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Review loan agreements to ensure that they are complete and accurate according to policy.
  • Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
  • Handle customer complaints and take appropriate action to resolve them.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
  • Compute payment schedules.
  • Confer with underwriters to aid in resolving mortgage application problems.
  • Plan and direct staffing, training, and performance evaluations to develop and control sales and service programs.
Director of Business Developement May 2014Jul 2015 SIG Systems Ashburn, VA
  • Network across different sectors to procure project contracts. (Commercial, Federal, Educational, Religious, etc)
  • Formulate, direct and coordinate marketing activities and policies to promote products and services, working with advertising and promotion managers.
  • Identify, develop, or evaluate marketing strategy, based on knowledge of establishment objectives, market characteristics, and cost and markup factors.
  • Direct the hiring, training, or performance evaluations of marketing or sales staff and oversee their daily activities.
  • Develop pricing strategies, balancing firm objectives and customer satisfaction.
  • Compile capabilities statements outlining product or service offerings.
  • Hold sales meetings, develop sales structure for company, use of CRM to track/manage leads.
  • Use sales forecasting or strategic planning to ensure the sale and profitability of products, lines, or services, analyzing business developments and monitoring market trends.
  • Coordinate or participate in promotional activities or trade shows, working with developers, advertisers, or production managers, to market products or services.
Broker/Mortgage Originator May 2009Sep 2014 Potomac Trust Mortgage Company, LLC Alexandria, VA
  • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Meet with applicants to obtain information for loan applications and to answer questions about the process.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Review loan agreements to ensure that they are complete and accurate according to policy.
  • Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
  • Handle customer complaints and take appropriate action to resolve them.
  • Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
  • Submit applications to credit analysts for verification and recommendation.
  • Confer with underwriters to aid in resolving mortgage application problems.
  • Work with clients to identify their financial goals and to find ways of reaching those goals.
  • Analyze potential loan markets and develop referral networks to locate prospects for loans.
Branch Manager/Producing Loan Originator May 2006May 2009 Premier Mortgage Capital Washington, DC
  • Plan and direct staffing, training, and performance evaluations to develop sales and revenue.
  • Review pipeline reports with sales managers and department heads to  determine profitability.
  • Prepare budgets and approve budget expenditures.
  • Represent company at trade association meetings to promote products.
  • Direct, coordinate, and review activities in sales and service accounting and compliance.
  • Hire, train and develop salespeople.
Sales Manager/Originating Loan Officer Oct 2005May 2006 Peoples Choice Home Loans, LLC Greenbelt, MD

  • Hire, train and develop salespeople.
  • Network with realtors, bankers, title and insurance companies to procure business. 
  • Cold call potential clients for refinances.
  • Take loan applications, evaluate credit, preunderwrite files, oversee the loan process from application to closing. 
  • Perform payroll functions, such as maintaining timekeeping information and processing and submitting payroll.
Sales Manager/Originating Loan Officer Nov 2004Oct 2005 Ameriquest Mortgage Greenbelt, MD

 

  • Hire, train and develop salespeople.
  • Network with realtors, bankers, title and insurance companies to procure business.
  • Cold call potential clients for refinances.
  • Take loan applications, evaluate credit, preunderwrite files, oversee the loan process from application to closing.
  • Perform payroll functions, such as maintaining timekeeping information and processing and submitting payroll.
Sales Manager/Producing Salesperson Jun 1998Nov 2004 Bally Total Fitness Washington, DC
  • Greet customers and ascertain what each customer wants or needs.
  • Hire, train and develop sales people. 
  • Network with local businesses for promotional marketing to generate revenue.
  • Hold daily and weekly sales meetings with full sales staff as well as individuals.
  • Manage daily pipeline reports to monitor and forecast sales on a daily, weekly and monthly basis.
  • Describe merchandise and explain use, operation, and care of merchandise to customers.
Education
Bachelor of Science May 1998 Virginia Tech Blacksburg, VA
  • Double major in Biology and Human Nutrition and Foods and Exercise Science.
  • Minor in Chemistry and Science of Food.
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Resume Details

This is a real resume for a Broker in Washington, District Of Columbia with experience working for such companies as Potomac Trust Mortgage, Pacific Union Financial Llc Nmls 2221, Sig Systems. This is one of the hundreds of Broker resumes available on our site for free. Use these resumes as templates to get help creating the best Broker resume.

Previous Companies:

  • Potomac Trust Mortgage
  • Pacific Union Financial LLC NMLS 2221
  • SIG Systems

Previous Job Positions:

  • Broker
  • Mortgage Originator
  • Sales Manager
  • Branch Manager

Schools:

  • Virginia Tech

Level of Education:

  • Bachelor of Science

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