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Title: |
Consultant
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Location: |
US-Illinois-Chicago
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Work History: |
Experience:
Mortgage Consultant- June 2003 - Present
Prestar Financial: Chicago, Illinois
Independent - Residential / Commercial mortgages.
- Mortgage Programs tailored to fit - conforming and non-conforming clients.
-Qualify leads from various sources such as; referrals, seminars, internet, public record, local ads and client database for loan origination.
-Profile, evaluate, and consult clients on a suitable program for current situation and future plans.
--Process entire file while working directly with lenders to expedite the process.
- Provides exceptional customer service.
-Host seminars at various venues for first time home buyers, refinancing advantages and investment options.
-One Stop Shop - for all your mortgage needs - My Mortgage Network Referral Services - President
Production Center Manager - August 2002 - May 2003
HomeGold Financial: Woodridge, Illinois
- Responsible for daily operations and production of a retail mortgage banker/broker
-Generate daily reports for production, compliance and corporate.
-Develop relationships with wholesale lenders to support loan programs and process.
-Set, track and consult staff to ensure that financial objectives and compliance are met.
Highlights: (six months industry experience)
- Top Branch production - 2nd place 1st quarter 2003.
- Top Loan Officer – 4th quarter 2002 - 1st Quarter 2003 -Volume and fees collected.
- Set Company record for career planning – Six month tenure
Business Development - Manager (Contract) March 2002 - Feb. 2003
First Class Personnel: Des Plains, Illinois
- Prospect for new business opportunities- meeting with hiring executives within various industries and disciplines to understand their professional and immediate staffing needs.
- Set direction for identifying growth opportunities and implementing a marketing strategy and business development plan to achieve business objectives.
- Manage client sale cycle from initial client contact through execution of agreement.
- Provide diversified staffing and management services such as recruiting, drug screening, background -checks, evaluating, employee counseling and financial workshops, training, and compensation/employee benefits
- Promote and assist clients in building a culturally diverse workplace that includes professional minorities and women at all levels.
Access Sales- Business Development Oct. 1999 – March 2002
RCN Communications: Chicago, Illinois
-Secure and transition all new business into marketable units.
-Negotiate exclusive bulk and right of entry service agreements for bundled telecommunication services over broadband fiber-optic network to both residential and commercial markets.
-Create service proposals, letters of intent, and surveys to present to perspective clients.
-Consult with legal and upper management to develop riders/addendums regarding agreement.
-Evaluate financial models to insure proper cost and return on investment.
Highlights:
-Top Sales Performer – Right of Entry Agreements – 2001
-Met yearly quota first two quarters 2001 - (Quota - 2400 units)
-Achievement Percentage -2001 – 1st quarter 233.50% - 2nd quarter
266.00% - 3rd quarter 213.00% - 4th quarter 190.00%
Branch Manager (Licensed Banker) June 1997 – Oct. 1999
Bank One: Chicago, Illinois
-Manage all retail branch operations, policies and procedures.
-Develop, educate, and coach staff to ensure that financial objectives
And service standards are met.
-Implemented unique customer service strategies and tactics to help
build relationships and referrals for cross-selling.
-Maximize customer retention; establish partnerships with complimentary
lines of business (investments, mortgages, trust, insurance) to
Maximize customer relationships and profitability.
-Work directly with small businesses and commercial organizations
within the community (CRA) to provide a full range of credit and
banking services.
Highlights:
-SuperStar Banker Award – 4-time winner – Exceed all sales and service
goals by 100% per quarter. 1997-99
-Top Sales Performer – Deposit Products – 1998-99 – Responsible for 46%
of total sales out of 5 banker staff.
-Top Sales Performer – Consumer Loans –1997-98
-Top Branch Portfolio Growth – 1998-99
- Top Banker – Mortgage and Investments contest – 1998-99
LICENSES: Series 6, Series 63, and Life & Health – (1999-2000)
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Skills: |
Summary: A Proven Sales Closer with Accomplished Interpersonal Skills
Dependable, Self-motivated Individual with a Professional Attitude and
Presence – A demonstrated history of exceeding goals, Leadership and
Responsibility; Strong Presentation skills; a Team Player with the
Ability to function successfully on an Independent basis.
Philosophy – Production is the key
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Education: |
Education:
Northern Illinois University; DeKalb, Illinois
Bachelors of Arts, 1997 – Communications
Emphasis: Organizational/Corporate Communications
Relevant Classes/ Memberships: Public Speaking, Persuasion, Legal Environment of Business, Argumentation and Debate, Communications and the Sexes, Corporate Advocacy, Issue Management and Public Relations.
-P.R.S.S.A (Public Relations Student Society of America) 1995-97
-N.I.U - Debate Team 1996-97
-N.I.U – Wrestling Team 1992-96
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Recent Public Messages sent to Carlton
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| From |
Date |
Message |
Better Way Financials |
05.05.08 |
Calton
are you open to becoming an apprentice for a group of real estate investors and educators?
if so please call me at 773.368.3978 and leave your contact information,
thanks
jim hough |
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