Carrie Stone Email & Phone Number

Greater Chicago Area

Westchester, Il

The mortgage market is more complex than ever and each person's financial situation is 100% unique. My job is to help borrowers find the most competitively priced loan program fitting their specific needs. As a correspondent banker, I have access to the combined portfolios of our 20+ bank partners. Drawing on my experiences on the operational side of the business, I have an eye for the details and know what it takes to remove stress from the home buying equation. It is my goal to ensure that borrowers can finance their dream home while achieving their overall financial objectives. We offer in-house loan processing, underwriting and closing which makes our process fast and efficient. We work with property appraisers who have extensive knowledge of the neighborhoods they serve. We use technology to enhance the process while keeping you connected with the people who can answer questions and make things happen. I am licensed in Illinois and specialize in first-time home buying, FHA Loans , condo lending, conventional, jumbo, and financing with less than 20% down payment.

Manage the entire closing process for residential mortgage loans, including: Conventional, Conforming, Jumbo, FHA, VA, Purchase and Refinance transactions. Develop and implement departmental procedures to comply with implementation of TRID regulations in October 2015. Establish strong working relationship with Title Companies, Investors, Banks, and software providers to ensure compliant transactions. Communicate with Mortgage Bankers and Borrowers to create a Client Experience that is seamless and stress free - every loan closing and funding on-time.

Part-time, temporary assignment reporting to Chief Information Architect at Financial Services Firm. Responsible for two key projects: 1) Hire & train Executive Assistant to serve Chief Information Architect; 2) Synthesize technical information and write content for intranet portal supporting new traders.

Responsible for a portfolio of four global accounts representing $12M annual revenue and $40M+ of opportunity across multiple lines of business. Lead cross-functional sales team to develop and implement annual account strategy. Serve as primary client advocate within AT&T responsible for business retention and sales growth. Negotiate with internal corporate resources to effectively support sales growth strategy and to resolve customer service issues. Manage client and product positioning at all levels within customer organization, from Analyst to the CEO. Identify and qualify business opportunities, develop custom solutions, present formally and informally to the customer, up to and including CIO, negotiate contracts, and close sales. 1999 Results: Achieved 137% of sales goal, increased portfolio billing by 50%.

Chicago, Il

Represent portfolio of voice (1995-1996) and data (1997) networking products to Large Corporate National Accounts. Specialize in "low share" Acquisition Accounts. Implement sales strategies involving application sales at the business unit level and relationship development with key decision makers and influencers throughout the company. 1997 Results: achieved 120% of sales goal; closed $1.8M in sales. 1995/1996 Results: worked with team to close $2M win-back sales.

Chicago, Il

Manage revenue growth and profitability for Corporate Cash Management line of Disbursements Products generating over $19M annual revenue. Responsible for technical sales presentations to customers and at industry forums. Respond to RFP's and develop custom pricing solutions. Define and prioritize product development needs with IT.

Chicago, Il

Supervise a 12-person staff of telephone service representatives supporting a money market account. Coach and train staff, manage servicing exceptions, conduct annual performance reviews, analyze team results for overall service metrics, and report results to management.

Chicago, Il

Bachelor Of Arts (B.A.), English Literature

Activities and Societies: President, Delta Gamma Fraternity (1988/1989)

Education record