executive profile jessica claire montgomery street san francisco ca 94105555 4321000 resumesampleexamplecom highly qualified accomplished financial professional offering 10 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 skill highlights guest services inventory control procedures merchandising expertise loss prevention cash register operations product promotions core accomplishments professional sr mortgage banking executive experience new mexico educators federal credit union socorro nm 012013 current 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 decision making 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 6 0000 net revenue per funded loan awarded highest average loan amount 201 averaged 10 fundings per month responsible 600000 revenue company 201 created launched claire group inside global equity finance along effective marketing team sfomortgage banker financial advisor desert financial federal credit union az 122011 012013 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 sroinvestment advisor clary asset management llc city state 012007 122011 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 fiicancial advisor 012007 012008 axa advisors llc wellesley massachusetts 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 education bachelor arts english literature university massachusetts amherst massachusetts english literature high school diploma homer high school homer alaska 2004 1998 professional affiliations member mortgage bankers association member national association mortgage brokers namb member mba national technology mortgage banking conference member university massachusetts alumni association additional information skills accomplishments promoted sr loan officer executive team leader within six months employment awarded revenue per loan averaging 6300 revenue per funded loan presidents club achievement 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 client clients decision making delivery equity finance financial fixed income insurance investments team leader managing marketing excel office policies quality securities strategy