Popular in Course
verified elite notetaker
Popular in none
This 2 page Document was uploaded by an elite notetaker on Tuesday December 22, 2015. The Document belongs to a course at a university taught by a professor in Fall. Since its upload, it has received 17 views.
Reviews for Account-Manager-Executive-in-Minneapolis-St-Paul-MN-Resume-Brian-Bieter
Report this Material
What is Karma?
Karma is the currency of StudySoup.
You can buy or earn more Karma at anytime and redeem it for class notes, study guides, flashcards, and more!
Date Created: 12/22/15
BRIAN BIETER MN 55331 (651) 428-3939 firstname.lastname@example.org SALES/ACCOUNT MANAGER| CUSTOMER SERVICE SPECIALIST Highly personable Sales/Customer Service Professional with over twenty years of experience in account management, customer support and sales operations within the advertising, media, financial services, mortgage, and retail industries. Demonstrated proficiency to obtain new accounts, repeat and referral business due to an outstanding quality to gain customer trust and provide exceptional follow-up. Proficient in Microsoft Office software applications. AREAS OF EXPERTISE Sales ● Loan Consultations ● Negotiations ● Market Research Database Management ● Client Relations ● Account Management ● Competitive Analysis Market Trends ● New Business Development ● Marketing PROFESSIONAL EXPERIENCE R ANDSTAD /W ELLSF ARGO H OME M ORTGAGE , 2012-2013 Loan Document Specialist, January 2013-May 2013 Maintained a database of new loan applications, accessed borrowers credit report information for State of New York Consolidation Extension Modification Agreement (CEMA) loans through various specialized PC programs, including CORE, LPS, LIS, CPI and state online databases such as ACRIS. Key Responsibilities: Investigated loans to be paid off and placed orders for underlying collateral document files from various investors and custodians Implemented database to track Pre-CEMA review and approval or denial process Analyzed and solved problems related to ordering collateral files Loan Deficiency Analyst Retail Deficiency Management Team, June 2012-December 2012 Analyzed mortgage loan deficiencies, through contacting borrowers, settlement agents, title company personnel, appraisers, and working with internal personnel including fulfillment, home mortgage consultants, and underwriters. Key Responsibilities: Addressed borrower concerns, resolved issues Proofread and edited mortgages, notes, Co-op documents and other required closing documents Sustained database of loan deficiencies, and quick analysis and resolution of deficiencies BNC N ATIONAL BANK , 2011-2012 Mortgage Consultant Assisted borrowers in the market to purchase new homes and refinance existing mortgages to obtain lower payments. Consulted with customers to determine best loan programs and services to meet their needs. Initiated and processed mortgage loans. Key Responsibilities: Gathered borrowers’ information including occupation, salary and credit history, utilized information to negotiate rates and terms with lenders. Coordinated and facilitated communication and documentation between borrowers and support staff to ensure customer satisfaction and accurate loan closings. Developed and instituted marketing and advertising activities to bolster loan inquiries. BRIAN BIETER, Page 2 PROFESSIONAL EXPERIENCE CONTINUED ACCOUNTEMPS , WELLS FARGO H OME M ORTGAGE , 2010-2011 Loan Servicing Specialist MERS Servicing Integration Department Responsible for updating MERS data for assigned loans after completing a review of MERS documents and other relevant data. Used multiple systems, data, and records to update and reconcile information to maintain data integrity. Key Responsibilities: Updated multiple internal databases to match external MERS system to remain in compliance. Consistently completed daily a high quantity of loan data updates. M ASTERSON P ERSONNEL /WELLS FARGO HOME M ORTGAGE , 2009 Mortgage Loan Officer Consulted with customers to determine best loan programs and services to meet their needs. Initiated and processed mortgage loans. Conferred with applicants to obtain information for loan applications and to answer questions about the process. Key Responsibilities: Explain to customers the different types of loans and credit options that are available, as well as the terms of those services Review and update credit and loan files Submit applications to lender for verification and recommendation FOCUS F INANCIAL, 2007-2008 Practice Manager Served as Customer Service Manager. Consulted with customers to meet their needs. Coordinated and facilitated communication and documentation between customers and financial planner to ensure customer satisfaction with on time and accurate management of funds. Key Responsibilities: Placed trades for individual stocks and mutual funds, and annuities Opened new accounts and processed transfer documentation Investigated and developed proposed financial portfolios using Morningstar software Previous positions include Mortgage Loan Officer for, GMAC Mortgage, and TCF Mortgage, Sales Associate for Macys and Financial Advisor for Ameriprise Financial, Waddell & Reed. Account Manager/ New Business Development for The Mpls. St. Paul Business Journal, Martin Bastian Communications, and West Publishing Company. EDUCATION University of Minnesota, Minneapolis, MN, Bachelor of Arts, Speech Communications Pro Source/Kaplan, St. Paul, MN, Series 6, 7, 63 Securities Licenses, Life & Health Insurance License PERSONAL DEVELOPMENT Children’s Cancer Research Fund, Volunteer Children’s Home Society, Volunteer Chamber of Commerce Leadership, Board Member New Brighton/Mounds View and Village of St. Anthony, Volunteer
Are you sure you want to buy this material for
You're already Subscribed!
Looks like you've already subscribed to StudySoup, you won't need to purchase another subscription to get this material. To access this material simply click 'View Full Document'