jessica claire montgomery street san francisco ca 94105 555 4321000 resumesampleexamplecom professional summary highly qualified accomplished financial professional offering 7 years experience leadership direction financial services financial products industries robust background loan funding servicing asset management loss mitigation strategies excel professional staff training development mentoring production goalfocused mortgage executive commitment bottomline success effective sales development brand awareness client satisfaction skills managing pipeline 50 loans outstanding knowledge applicable government lending regulations related real estate property extensive knowledge teamwork concepts customer service sales techniques ability accurately analyze review understand complex financial data websites portfolios profiles client relationship management written verbal communication increased revenue sales growth recruitment training profound knowledge mortgage processing underwriting closing practices strong ability provide high quality customer service diligently deep knowledge bankruptcy processes work history 2013 current sr mortgage banking executive new mexico educators federal credit union los lunas nm identified prospects solicited business referrals contacting realtors attorneys financial professionals assigned territory drove company expansion 12member mortgage brokerage one office three established new branch las vegas nv led teams excel highstakes environment encouraging professional development independent decisionmaking obtained maintained information available loan products processing procedures underwriting guidelines general departmental directives assisted collection loanapplication related documents delivery loan package timely basis promoted sr loan officer executive team leader within six months employment awarded revenue per loan award averaging 630000 net revenue per funded loan awarded highest average loan amount 2013 290000 averaged 10 fundings per month responsible 600000 total gross revenue company 2013 created launched claire group inside global equity finance along effective marketing team 112011 2013 sr mortgage banker financial advisor mt bank ridgefield nj designed financial plans 100 high networth individuals business owners including mortgages insurance retirement managed team ten senior loan consultants forging new client relationships servicing existing ones maintaining large client base 25 million new loan production 84 total new loans 2012 50 increase 2011 increased loan production team manager including 30 increase loan production entire team 2007 112011 sr investment advisor 2007 2008 clary asset management llc city state demonstrated record success capital raising via private placement preferred common stock offering accredited investors prospecting successfully introduced 3000000 million dollars one year early stage startup company acquisition purposes well opened two satellite offices texas ohio responsible managing 20000000 million aum succession several ria firms throughout united states platform well fixed income investments financial advisor axa advisors llc state accomplishments responsible helping individuals business owners design implement appropriate investment strategy based specific personal financial goals circumstances rendered exceptionally high quality service clients area estate planning high net worth individuals using appropriate life insurance policies implemented many insurance securities marketing campaigns responsible establishing new client accounts analyzing clients current future financial needs promoted sr loan officer executive team leader within six months employment awarded revenue per loan averaging 6300 revenue per funded loan presidents club achievement multiaward production levels affiliations member mortgage bankers association member national association mortgage brokers namb member mbas national technology mortgage banking conference member university massachusetts alumni association certifications nmls id 528972 california doc mortgage loan originator license minnesota mortgage loan originator license nevada mortgage loan originator license new mexico mortgage loan originator license oregon mortgage loan originator license washington mortgage loan originator license