Account Manager Resume Template (CV Example)

LAUREN RICHARDSON

123 Sunset Boulevard, Beverly Hills, CA 90201 | (123) 345-6789 | [email protected]

ACCOUNT MANAGER

SALES AND MARKETING MANAGEMENT | KEY ACCOUNT MANAGEMENT | CLIENT RELATIONS

Forward-thinking professional with over 20 years of experience in mortgage and financial services industry. Strong performance across loan origination for VA, FHA, and conforming/ non-conforming loans. Excel in loan procurement, underwriting, loan modifications and short sales. Articulate communicator with exceptional interpersonal skills.

SKILLS & COMPETENCIES

WORK EXPERIENCE

AVANTGUARD MORTGAGE CORPORATION, San Francisco, CA, JAN 2010 – JUN 2014

LOAN MANAGER

• Connected and maintained relationship with realtors to establish presence and capture referrals for home mortgage loans.
• Prospected new clients through various networking organizations.
• Designed materials for marketing purposes.

BAY MORTGAGE CORPORATION, San Francisco, CA, MAY 2008 – JAN 2010

OPERATIONS MANAGER/ RECRUITMENT CONSULTANT

• Managed new branch site fully licensed by 2009.
• Recruited, trained and managed loan officers to source business for FHA, VA, loans, and up-selling signature products.

THE ARROW CLUB, Toledo, OH, JUN 2006 – MAY 2008

ACCOUNT MANAGER

• Directed marketing efforts and oversaw entire business operations.
• Contacted restaurants and entertainment venues to offer special discounts for members.
• Conducted daily calls to set appointments to personally meet and sell company services.

PRUDENTIAL SECURITY MORTGAGE, San Antonio, TX, FEB 2004 – JUN 2006

ACCOUNT MANAGER

• Negotiated with lenders on behalf of homeowners to secure beneficial terms for loans.
• Acted as liaison between lenders and homeowners.

SOLARIS CORPORATION, Beverly Hills, CA, JAN 2000 – FEB 2004

REGIONAL SALES DIRECTOR

• Top producer for Midwest region averaging $20,000 monthly in second mortgages and non-confirming firsts.
• Acted as wholesale mortgage lender for top region. Track-record of maintaining high profit margin and ensuring exemplary customer service.
• Managed staff of 17 account executives and 6 assistants.
• Trained staff in all aspects of customer service, processing, software operation, and compliance/ regulations.
• Solicited broker network comprised of 1000+ brokers and offered training to loan officers.

SUNCARR CORPORATION, Beverly Hills, CA, SEPT 1996 – JAN 2000

NATIONAL SALES MANAGER

• Top sales manager for western region.
• Managed entire operations for second mortgage start-up company.
• Acted as mortgage lender and processed all loans including second mortgages and non-conforming first mortgages.
• Provided support to sales managers and funded loans through title agents.
• Ensured all loans met investor requirements prior to assigning or selling.
• Traveled across California, Oregon and Washington to solicit loan referrals.

APPEL FINANCIAL, INC., Chicago, IL, JUN 1990 – SEPT 1996

SENIOR LOAN SPECIALIST

• Acted as retail mortgage banker to originate conforming, non-conforming, FHA, seconds, and combo mortgage loans.
• Executed advertising processes comprising referrals and new client sourcing.

EDUCATION & CERTIFICATIONS

Certified in National Mortgage Licensing Systems, 2004

Bachelor of Business Management, UCLA, 1989

SOFTWARE & TECHNOLOGY

Microsoft Office: Word, Excel, PowerPoint and Outlook | Mortgage Software