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Nolan Santana
Home: 000-000-0000 | Cell: 000-000-0000
email@email.com
Professional Summary
Energetic and client-focused Mortgage Broker with 12 years career experience. Possess in-depth knowledge of mortgage products and services, and displays exceptional skill in up-sales and marketing. Strong cultivator of lasting business relationships with outstanding communication and analytical skills.
Core Qualifications
- Regulatory compliance
- Economics and accounting principals
- Mortgage products and service knowledge
- Detail-oriented
- Financial reporting and data analysis
- Sales and marketing
- Strategic planning
- Excellent written and verbal communication skills
Experience
New Cityland Realty Services
03/01/10 to Current
Company Name
City, State
- Promote, grow, and preserve networking and referral systems to ensure return client?le and build new client roster.
- Analyze clients’ financial situation and research appropriate loan solutions and providers.
- Originate loans to distribute to lending authorities.
Irisbluff Postsecondary School
02/01/07 to 03/01/10
Company Name
City, State
- Prepared clients’ applications for loan processing and explained all legal aspects of loan, including payment terms and conditions.
- Ensured regulatory compliance of state financial laws in all documenting, reporting, and loan application.
- Collaborated and maintained business relations with banks, insurance companies, and specialized financial institutions.
Hardy Mortgage Management
09/01/02 to 02/01/07
Company Name
City, State
- Maintained knowledge of all mortgage products and services, and identified sales opportunities based on client questions and needs.
- Evaluated client financial statements and history, including tax returns and pay stubs.
- Verified borrowers income and credit information accuracy.
Education
NCL University
2001
Company Name
City, State
- Certified Residential Mortgage Specialist – 2002
- Certified Financial Planner (CFP) – 2002
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