Sucessful Sales and Management Executive

Posted on: 2007-01-11

Candace Keeling 5752 Padua Drive 714-377-4485 Huntington Beach, CA. 92649 [email protected] Experience 1/ 2003- 2/2006 E*Trade Financial Irvine, CA Loan Consultant Originate to closure all Mortgage loan products. Sales originated from call center and outbound calls to Lending Tree clientele. A proven ability to sell, high-dollar-volume consistently closed 3 to 6 million a month.  Certified Lending Tree loan officer obtained by only the Top 10% Lending Tree producers in the entire country.  Continuously closed over 80% of loan applications taken, due to extensive knowledge of underwriting and processing. Continually winning Top conversion awards.  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