Prime Mortgage Lending-Mortgage Loan Officer Resume Sample - 10876

The following is an example of a professional / qualified Prime Mortgage Lending-Mortgage Loan Officer resume sample(s). These resume examples uses an integration resume layout.

Which in turn fully reviews the candidate's full work experience through the applicant's qualification profile, outlining key-qualifications, job description for the Mortgage job field.

Resume Example for Prime Mortgage Lending-Mortgage Loan Officer

Prime Mortgage Lending-Mortgage Loan Officer

Wake Forest, NC

Accomplished Sales Executive with 10 years of experience in consultative sales. Key areas of expertise include relationship management, prospecting, and team building and within complex and highly regulated compliance environments. Exceptional ability to establish rapport quickly and build rewarding business relationships. Excellent communication and presentation skills.

Work Experience

Prime Mortgage Lending-Mortgage Loan Officer

Epcon Communities

2016 to 2017

-New Home Sales 
• Increase unit sales through proactive marketing efforts to local realtors. 
• Create and deliver marketing presentations to realtor groups. 
Prime Mortgage Lending-Mortgage Loan Officer 
• Develop business through strong referral base by providing tenacious client follow-up and excellent service. 
• Provide expert consultation and aggressively sell mortgage products

Alternative Investment Specialist -Mutual Fund Wholesaler-Sales

Hatteras Funds

Raleigh, NC

2014 to 2015

Expanded sales and distribution of both mutual fund and limited partnership products for this boutique provider of unique alternative investment solutions. 
• Identify and develop new opportunities within assigned territories. 
• Manage relationships with centers of influence and economic buyers. 
• Work with marketing and field sales to translate business development strategy into specific initiatives. 
• Established and led peer training group to help newer associates improve industry knowledge and develop their presentation skills.

Associate Director – Mutual Fund Wholesaler-Sales

Sterling Capital Management

Raleigh, NC

2012 to 2014

Drive sales and distribution of mutual fund, SMA, and proprietary model-based solutions throughout the Mid-Atlantic and Southeast. Engaged new and existing clients through conference calls, webinars, and face to face meetings. 
• Teamed with external partner, ranked #1 in sales companywide for 2013. 150% of annual goal. 
• Provided high level of support to financial advisors to include marketing strategy, education, and point-of-sale presentations with clients. 
• Developed and implemented webinar training to educate financial advisors on proprietary, model-based solutions. 
• Sourced and implemented new analytics platform to improve support capabilities and increase client acquisition and retention.

Vice President, Recruiting and Development

Advisors Financial Group

Raleigh, NC

2010 to 2011

Lead all business development initiatives for this multi-channel financial services firm with focus on Estate, Trust, and Advanced Planning Solutions. 
• Initiated proactive sales/marketing efforts across territory to include cold-calling, mail/email campaigns, and networking/professional groups. 
• Developed and implemented marketing strategies for advisors and agents to expand into new markets and grow their practice. 
• Successfully lead all insurance wholesaling efforts to national accounts throughout territory.

Investment Counselor – Bank Investment Officer – Sales

BB&T Investment Services

Raleigh, NC

2008 to 2010

Sold planning services and investment solutions to qualified clients. Developed new business opportunities. Trained bankers and newer financial advisors to build and expand client base. 
• Grew AUM from $12 million to $22 million 
• Provided training to Private Wealth Team and branch staff to effectively leverage relationships with BB&T retail banking clients 
• Developed partnerships with private bankers, personal bankers, mortgage loan officers, CPAs, attorneys, and trust specialists.

Financial Advisor – Sales

Edward Jones & Co

Raleigh, NC

2006 to 2008

Marketed financial planning solutions and consulting services to area businesses and wealthy individuals. Developed business and managed local branch office. Hired, trained and supervised office staff. 
• Expanded initial client base, networked among the Raleigh Chamber of Commerce, and developed partnerships with local community bankers, mortgage loan officers, CPAs, attorneys and trust specialists. 
• Grew AUM from $3 million to $18 million. 
• High level of regular client interaction to include portfolio reviews, performance analysis, and evaluating and changes in client risk tolerance.


B.A. in Economics

The University of North Carolina

Chapel Hill, NC
Last updated on March 18, 2018