Experience

Homestead Funding Corp. NMLS#3232

• United States
• Financial Services
• 200 - 300 Employee

• Senior Loan Consultant

  • Jul 2008 - Present

  Albany NY • Presidents Club 2017-2021 Prospects home lending business to build and develop new client loan originations and relationships and new originations. This can include developing internal referral relationships as well as developing external centers of influence to refer home lending opportunity • Originate and process 1-4 family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines • Responsible for gathering documents at the time… Show more • Presidents Club 2017-2021 Prospects home lending business to build and develop new client loan originations and relationships and new originations. This can include developing internal referral relationships as well as developing external centers of influence to refer home lending opportunity • Originate and process 1-4 family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines • Responsible for gathering documents at the time of registering a loan and is expected to remain, the primary point of contact for the client during the duration of the loan process • This person is to maintain high standards of client satisfaction and quality, ensure sales/originator systems and workflows are efficiently controlled. • Develops and maintains in-depth knowledge of products and services as well as knowledge of competitors and competitive products while serving as the subject matter expert within the market • Maintains proficiency on sales/originator systems and develop and maintain efficient workflows • Keeps informed of trends and developments in the real estate market and mortgage industry • Ability to foster internal and external relationships. • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice. Show less



First Rate Funding

• Senior Loan Consultant/Training Manager

  • Jan 2002 - Apr 2008

  Loan Officer of the Year, 2002 Consistently met or exceeded sales goals and quota Established lasting relationships and developed impressive database of clients through referrals and networking Responsible for developing and training new hires in all aspects of mortgage sales and processing Ranked within the top 3% in sales attainment since hired Initiated and executed marketing plans to increase business Cold called realtors, attorneys and financial planners to generate new… Show more Loan Officer of the Year, 2002 Consistently met or exceeded sales goals and quota Established lasting relationships and developed impressive database of clients through referrals and networking Responsible for developing and training new hires in all aspects of mortgage sales and processing Ranked within the top 3% in sales attainment since hired Initiated and executed marketing plans to increase business Cold called realtors, attorneys and financial planners to generate new business Created and implemented innovative marketing program that continues to generate 90% of new sales leads Show less



Pitney Bowes Inc

• Senior Sales Executive

  • Aug 1988 - Jan 2000

  Consistently performed over 100% of quota Selected to attend Sales Leadership Conference



Trustco Bank

• United States
• Banking
• 400 - 500 Employee

• Customer Service Representative/Operations

  • Jun 1986 - Jun 1988

  Completely reorganized Certificate of Deposit Department for greater efficiency; Streamlined and adapted computer to banks needs Answer questions regarding status of various accounts and attend to problems or complaints from customers Trained 42 branch managers and 9 customer service/operations employees on various banking procedures Accepted assignments with an open, cooperative, positive and team-oriented attitude.