J Steen Location: Mcminnville, OR 97128 ... y and business ethics are held in the highest regard. Skills: Compiled, verified loan files for accuracy and completeness.Pro cessed 40-50 Government and conventional loan files on a month to month basis. Reviewed/Verifie d loan files for eligibility meeting guidelines and Gov't regulations.Main tained State and Federal compliance requirements.App roved and denied loan applications. Reviewed and assessed type and amount of mortgage, borrower assets, liabilities and employment history, etc;Ordered, reviewed title reports, resolving title issues including but not limited to: vesting issues, reconveyance, State/ Federal tax liens, child support liens, etc. Ordered, verified and reviewed appra ...
97 hits
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D Kaiser Location: Milwaukie, OR 97267 ... sings. Seeking a responsible position with a bank, credit union or other lending institution using my loss mitigation and debt collection skills.SKILLSStr ong analytical, organizational, and negotiating skillsPersonally accountable and committed to team and corporate goalsSuccessful negotiator with internal and external clients, including angry or disgruntled borrowersAdept at balancing a diversity of competing prioritiesOver 10 years experience in training and mentoring staff and co-workersCompet ent with Word, Excel, SalesForce, Goldmine, and multiple web based lending softwareHISTORYL oan Servicing Manager 07/01 to 04/09 Fairway America, LLC, Tigard, OregonManaging all loan servicing ...
95 hits
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J Whitted Location: Brookings , OR 97415 ... Changes in MedicareHelp Seniors understand their policy changes and how the changes in Medicare may affect them or not Help Seniors through all of their policies to make sure that they are in the best possible position they can be in.I work three counties a week so I am gone a lot from Tuesday to Friday.Working 12-14 hours a day 6 days a week.I work on Pre-set appointments 3-5 a day with 2 hours being the average length for presentations.I am in the process of becoming a manager in training which is called train the trainer..Nationa l Agents Alliance 5/01/2008---09/0 1/2009Field underwriter Meet with clients in their home to discuss life insurance and annuities Final expense policies Manager ...
93 hits
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M Kennedy Location: Portland, OR 97212 ... ution with a solid product offering and client satisfaction track record; utilizing my many years experience in order to acquire, retain and deepen account relationships and to direct the development and results of other department personnel. QUALIFICATIONS: 20+ years of progressively increasing financial services industry experience, responsibility and expertise in: Sales Management Evaluating Strategizing Client Relations Planning Persuading Problem Solving Facilitating Organizing DEMONSTRATED ACHIEVEMENTS Sales Management and Client Relations skills were used to manage and sell Treasury Services to corporations headquartered in the Northwest with annual revenues from $25 Mill ...
91 hits
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K Thornton Location: Hillsboro, OR 97124 ... add profit and positive customer awareness to the department/bank I support. SUMMARY OF QUALIFICATIONS: Windows XP, MS Word, MS Excel, MS Outlook, MS Powerpoint, Teller Insight 5.0, Teller Insight Administrative, Banker Insight 6.2, Banker Insight Administrative, Bridger Insight, Metavante Insight, FiServ, and Optima Strong verbal and written communication skills Ability to proactively anticipate customers banking needs Excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships Ability to exercise strict confidentiality in all matters CAREER HIGHLIGHTS: Utility Specialist Novembe ...
89 hits
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A Karabatsos Location: Oregon City, OR 97045 ... origination, and servicing.Outsta nding interpersonal communication, negotiation, and conflict resolution.Drove daily productivity to exceed $35,000 in net profit per day.Produced comprehensive business and financial analysis to provide recommendations. Developed procedures to monitor work activities and coordinated policy implementation.P rofessional ExperienceLoan Resolution Specialist 2009 (Temp)Wealthbrid ge Mortgage Beaverton, ORMortgage Company specializing in management, servicing, and refinancing of distressed loan portfolios.Execu ted collection activities for delinquent/distr essed consumer loans.Analyzed LTV, DTI, and NDI for loan modification/ hardship.Neg ...
87 hits
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M Smith Location: Clackamas, OR 97015 ... ckamas OR Senior Loan Officer Originate and Close Mortgaeg Loans Develop new business and maintain current referral base Provide high levels of customer service throuhgout the transation and post closing. Dec 2004 to May 2008 Amera Mortgage Corp. Portland OR Oregon Retail Sales Manager Recruit and Train Loan Officers Originate and Close Mortgage loans Manage Operations in the Portland/Vancouv er Area Dec. 2003 to Present Arrowhead Mortgage Lake Oswego OR Senior Loan Officer Working unsupervised from my home office. Originate, Process and Close 1st ...
85 hits
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P Schmit Location: Tigard, OR 97224 ... ; Bachelor of Science Economics, Portland State University, Portland, OR (3/1997) · Chartered Financial Analyst Candidate Level 1 (December 2005) ACHIEVEMENTS · Outstanding history of investment analysis and portfolio management - 10 years of investment industry experience. · Record of business development: Proven success in developing new public sector clients as well as local corporations. Sales experience with C level prospects. · Decreased Cash-on-Hand: Beginning at Spence Partners, decreased COH by 16%. · Increased Y-O-Y Sales: Increased 2004 YOY sales by 160% while increasing net new assets by 183%. CAREER HISTORY Financial Services Advisor, UBS Financi ...
83 hits
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D Love Location: Happy Valley, OR 97086 ... ial analysis areas. Demonstrated advancement from supervisory to mid-level and senior management roles. Responsible and enthusiastic self-starter with an on-going record of leadership, employee development and team-building. Skilled negotiator with technical, analytical, computer, and communication expertise. PROFESSIONAL EXPERIENCE Clackamas Community Federal Credit Union 2006 - 2008 Vice President of Lending Managed the lending, loan servicing, and collection functions for the six-branch financial services organization with total assets of $182 million and 25,000 business and individual members Developed relationships with key clients and forged strategic alliances with other high ...
81 hits
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D Armijo Location: Lake Oswego, OR 97035 ... the entire range of Prime and Sub-Prime products and services at CitiMortgage. Develop and facilitate presentations for product and technology training. Managing business strategies and initiatives to stimulate customer demand for products and services. Build client relationship by anticipating and understanding the needs and expectations of my clients. Provide industry information to clients by keeping abreast of industry trends and developments. Wells Fargo Consumer Credit Group, North West Region Regional Market Manager, 5/04 to 5/06 Partnered with Wholesale Home Mortgage to drive Home Equity business by providing product knowledge through sales meetings and presentations t ...
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