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JAda LESURE
309 Staghorn Court (C)
317-507-9876
Indianapolis, IN 46001 Jada@aol.com (H)
317-705-1230
Profile
Mortgage and banking trainer with more than 7 years wholesale
mortgage banking sales management experience. A combined twenty years experience training managers, sales and
operations in retail and wholesale mortgage environment. Proven performance in
real world sales strategy, building sales, and training those teams with the
tools necessary to drive productivity, and raise competitive position.
§ Strategic Sales & Marketing
§ Lead Regional training meetings for 15 years
§ Training at National Meetings for Sales
§ Client Relationship Management
§ Field Sales Management
§ Sales Planning & Forecasting
§ Sales Team Management
§ 2009 Indiana Mortgage License School
Experience & Achievements
Computer Training International, Inc., Indianapolis, IN 2010 to Present
Trainer
and Post Training Support
Deliver
training and post training support for Wells Fargo Home Mortgage. In
March, 2011 was selected as the lead for Cleveland, Ohio operation site to
train and deploy new system. Was chosen due to the following factors; competent
in industry and technology, ability to follow standard business processes, keep
current on all computer upgrades, work interpersonally, deliver trainings
whether they were classroom groups of 25-50, small groups, or one on one. Partner
with site leaders and provide weekly written reports on areas of improvement,
current topics and learning, provide metrics and detailed information on how
the site is progressing. Daily I provide proactive pipeline information to
Management for all loans in the system to ensure loans are progressing,
compliant, and meeting regulation. Currently, I am the sole provider of support
at that site which has increased it loans every month while using this new
computer system.
Bankers Life
& Casualty Co., Indianapolis, IN 2009
to 2010
Field Trainer / Financial Advisor
Recruited to provide strategic sales leadership to this newly-opened
office, build sales momentum, engage employees, raise morale, and reduce
turnover. The primary task was to gain market share for this small company with
little media advertising, and heavy viral, senior citizen relationship-focused
sales efforts.
§ Ranked #1 YTD for Colonial Penn life insurance sales, primarily
because of exceptional customer relationship management skills.
§ Achieved 1st place in the 2nd-half kickoff
of whole life insurance sales, by realigning the business plan to focus on
life, and educate the public that large, expensive policies are not the only
plans.
§ Trained office employees new and experienced on methods of life
insurance sales. Lead to Branch office
writing the most policies for the 1st quarter 2010, for the entire
Company.
§ Garnered an award for commendable performance in sales and client
relationship management for 2009.
JAda LESURE
(C) 317-507-9876 Jada@aol.com
(H)
317-705-1230
Royal Bank of
Scotland (Citizens Bank), Indianapolis, IN 2007 to 2008
Branch Manager
Joined this branch to build brand in the marketplace,
competitively position the bank, and capture and strengthen the client base.
Grew territory to $7 million annual revenue primarily through teaching and
demonstrating unparalleled product knowledge, and placing a sharp, consistent
focus on developing customer relationships. Achieved the top 1% in personal
production, leading the division in home equity loan sales, major deposit
retention, and new account growth.
§ Defined a value added sales strategy founded on providing
extensive expertise at an advanced level regarding the full suite of lending
products.
§ Merited gold ratings for customer satisfaction, and garnered
several top promotional incentives, by branding the bank as an organization
committed to getting to know each customer individually.
HSBC Bank /
Decision One Mortgage, Indianapolis, IN 2000
to 2007
Area Sales Manager
Propelled revenue growth from $10 million to $30 million monthly
in just 18 months, leading overall branch operations, and directing the
15-member sales team. Held senior responsibility for evaluating and refining
the operational plan and provide training on how each loan file was processed.
Strategically defined revenue price points to determine income per loan.
Oversaw new account management in the B2B space, key broker relationship
management, and customer service.
§ Defined the sales strategy for each territory, which proved
instrumental to funding $2 billion+ during entire tenure.
§ Ranked #1 out of 41 Area Sales Managers in units funded
for 2006, largely by partnering with sales specialists to effectively penetrate
new markets and generate new business.
§ Lead planning and training meetings of up to 33 Sales
professionals twice per year, selected as Corporate trainer to facilitate
training for National new trainees on mortgage regulations and compliance ,
sales, mortgage, and computer training. Attended annual train the trainer
meetings and worked with Corporate trainers as facilitator on National Sales
training events.
§ Won the National Sales Triad for 6 years, reflecting consistently
outstanding performance in sales leadership and new revenue.
Ameriquest Capital, Indianapolis, IN 1996
to 2000
Area Manager
Strategically guided the launch of 14 retail mortgage branches,
the highest of any Area Manager, and oversaw 6 offices in IN and MI. Recruited,
trained, and mentored a top-performing team of 50 sales specialists to identify
clients needs and recommend the appropriate solutions. Propelled production to
a level so as to win National Area Manager Incentives for 3 years. Trained and
co-facilitated at bi- annual Branch Manager National Sales Meetings.
Transamerica
Financial Services Inc., Indianapolis, IN 1988
to 1996
District Manager
Directed full-scale turnarounds at 3 consumer lending offices,
elevating them from worst to 1st, and drove sales increases at 11
offices across IN and KY. Achieved award-winning levels of production for 6
consecutive years. Provide on going need assessment and follow up support
training for Branch Managers, Assistant Managers, Loan officers, and
Cashiering. Lead Branch Manager sales training quarterly meetings; P&L,
credit approval, loan delinquency, foreclosure and REO, modifications and
workouts, bankruptcy and losses, and audits. Provided core competency training
and conducted performance management for the staff in order to cultivate the
next group of succession leaders. Advanced from the roles of District Manager and Executive Branch Manager.
Education
Bachelor of Science, Economics
Bachelor of Science, International
Relations
University of Wisconsin, Madison, WI 1986
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