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.

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.

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.

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.

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