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Environment Management. Resume
Candace
US-California-Anaheim/Huntington Beach
Sucessful Sales and Management Executive
I am seeking a position in which to utilize my successful experience in relationship management, training, sales and marketing. The ideal position would demonstrate and practice my high level of creative, analytical problem solving skills, and supply the opportunity to make the most of my superior customer service. Preferably change from recent Mortgage Banking sales to my previous experience selling Business to Business products.
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Commended for highest Customer Satisfaction, awarded MVP.
Highest level of client referrals and retention.
Constantly requested to analyze personal and business financials: 1040’s, 1120’s, P&L and Balance sheet for sales force.
Trained sales force how to understand personal and business financial statements.
01/2001- 11/2002 Downey Savings & Loan Costa Mesa, CA
Residential Loan Officer
Originated through closure of over 3 million a month in Mortgages from outside sales and Branch referrals.
Selected 1 of 8 Sales people chosen for pilot program; to eliminate a processor and underwriter from closing procedure.
Perpetually Top 20% closer entire sales force.
Demonstrated ability to build a positive Branch networking team.
12/1995- 1/ 2001 Wells Fargo Bank Huntington Beach, Ca
Assistant vice president /Premier Banker
Managed a portfolio of over 500 elite customers of two bank branches in Huntington Beach. Responsible for the retention, growth and superb customer service of the highly valued Premier bank clientele.
Successfully cross- sold all bank products. Establishing a network with credit, insurance and financial divisions.
Extensive self-taught knowledge in all bank products offered; such as, business credit, annuities, mutual funds, retirement products and services.
Chosen to train a partner in the 1st Interstate merger.
Assigned to be Security Officer in the branch consolidations.
Selected to a management team who created a migration manual, designed to train all employees throughout the entire branch personnel.
Authorized signature authority up to $2,500,000.00
1989–1995 Wells Fargo Bank Huntington Beach, CA
Mortgage Loan Consultant
Consistently closing 2 to 4 million dollars per month in mortgage loans.
Networked and trained branch personnel of 4 Huntington Beach branches.
Capably marketed and obtained loans from mortgage brokers, real estate agents and contractors; through telemarketing and cold calls.
Continuously top 30% closer.
1987–1989 California Equity & Loan El Monte, CA
Loan Officer
Consistently generated business from building, landscaping and pool contractors. A major contributor to the growth and success of the contractor’s clientele relationship.
Established a client base through telemarketing and cold calling.
Closing a million dollars a month in mortgage loans.
1986–1987 Modern Mortgage Arcadia, CA
Production Manager
Originated the production side of a new branch office.
Interviewed, hired and trained a production staff of ten.
Organized and implemented a new processing system.
Responsible for Quality control of government policies, procedures on FHA, VA and FNMA.
Single signature authority on all in house funding.
Education
Ventura College- Associates Degree in Psychology
California State University Fullerton
Four Years
Major: Child and Adolescence Education
Minor: Psychology
Scott Potter Financial Underwriting Seminar
Wells Fargo Professional Presentation and sales Seminar’s
E*Trade Sale Seminar’s & Achieve Globals Professional Selling Skills Training
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