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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