Brian Winthrop Email & Phone Number

Greater Philadelphia

I have been in the residential mortgage world since 2012. As a former exception-level underwriter for Citizens, I offer a unique skill set to customers and referral partners; providing a seamless mortgage transaction from start to finish. I pride myself on a high-level of communication, quick response times, and first-class education. Whether you are in need of financing to buy your first home or vacation home, down size or invest, build new or renovate - myself and the Citizens residential lending team have you covered!

Marlton, New Jersey, United States

Marlton, New Jersey

Product Management

Marlton, New Jersey

Resume

Marlton, New Jersey

Mount Laurel, New Jersey

Mortgage Underwriter

ManagementResponsible for protecting 1.5 million dollars worth of inventoryIn charge of the staffing, training, and counseling of 30 employeesMonitor financial records to ensure action plans surrounding driving sales are effectivePerforming daily walks to make sure store is in compliance with state regulationsCustomer ServiceImproved customer service scores from 66% to 78% within eight monthsChanging culture of the store to "The customer comes first"Using various methods to satisfy customer needs when unsatisfiedDiffuse situations in which a colleague handled a customer service situation incorrectly Increase Sales/VolumeImproved in-stock and customer service to increase customer volumeIncreased sales from -11% weekly basis, to flat to budget and growingRe-training staff on inventory practices to ensure store is fully stocked throughout weekLeadershipPromoted from Assistant Manager to Store Manager within first year of employmentProactively plan for seasonal projects, roll out of new company programs, and inventory

Leadership SkillsSupervise 6 Virginia Tech students working at Narrows After School ProgramResponsible for tracking work hours of all tutors at programConduct weekly meetings on progress of individuals and group to meet program objectives

Customer and Management RelationsDeveloped excellent skills in communicating with customers and managersWorked in 3-6 stores daily, with goal of satisfying needs of each store managerResponsible for resolving or relaying any problems to sales reps and/or district managersExperience with SalesWorked with sales representatives to develop sales, marketing, and communication skills Assisted sales reps with constructing new displays to increase salesIncreased ResponsibilityMajority of work days began at 5 A.M. and required a 6-12 hour workdayTime sheet was based on honor code to ethically report hours workedEarned high level of trust and confidence from district manager to meet all job expectations

Improved Marketing TechniquesUsed mail merge to send out information; followed up with phone calls to set up appointmentsDeveloped understanding of client interview/sales processObserved how to determine a client's risk tolerance, goals, and savings through questionnairesLearned sales techniques from sitting in on meetingsRecognized that clients are different, but a systematic structure for meetings is effective

Bachelor'S Of Science, Agricultural And Applied Economics

Bachelor Of Science, Agricultural & Applied Economics

Option: Financial Planning, A CFP Board of Standards-Registered Program

Bachelor Of Science, Agricultural & Applied Economics

Option: Financial Planning, A CFP Board of Standards-Registered Program