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JESSE KENDALL
123 Elm Street, Norfolk, NE 68702, (402) 555-5555,
jkendall@notmail.com
UNDERWRITER
Analytical and results-driven professional with extensive
pro-forma and financial analysis experience. Exceptional
background: in performing complex multifamily valuations,
acquisition/land development property identifications, and due
diligence investigations as well as market research of
multifamily properties and submarkets. Proficient in Microsoft
MapPoint, Word, Excel, and PowerPoint. Areas of expertise
include:
- Zoning Research
- Budget Development
- Request for Proposals
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- Debt/Equity
- Contractor/Vendor Negotiations
- Environmental Report Evaluation
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- Transaction Narratives
- Broker/Consultant Support
- Financial Analysis
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PROFESSIONAL EXPERIENCE
UNDERWRITER ASSOCIATE, ABC HOME LOANS, Norfolk,
NE, 20xx - 20xx
Provided pre- and post-purchase underwriting of mortgage loans
for 1-4 residential properties under ALT A, PayOption, and
ExpCriteria guidelines. Carefully reviewed closed loan files to
ensure thoroughness and compliance to applicable regulations and
company policies. Directed exception approval for applications
that violated conforming and non-conforming loan guidelines.
Ensured excellent service to internal and external customers.
Attained organizational goals pertaining to loan development,
productivity, and quality.
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Implemented a correction of the
corporate guidelines for three locations.
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Awarded certificate for successful
completion of the company's underwriting class.
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Earned fast track promotion from initial
Loan Funder position within two months of hire.
SENIOR SALES
UNDERWRITER, BCD ENTERPRISES, Norfolk, NE, 20xx - 20xx
Maximized new business sales and underwriting
activities for a competitive Nebraska territory. Developed and
executed the Territorial New Business Plan and individual agency
marketing plans. Built a significant book of business
management.
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Fostered solid agency-company
relationships within the Wachovia organization.
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Boosted growth by 20% and wrote more than
$3.8 million in new business; realized a loss ratio of 26%
for commercial middle market accounts as a business
Underwriter for Wachovia Insurance Services in 20xx.
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Presented the idea of increasing marketing
visits to the agency to promote better business
relationships. Successful adoption allowed for agency calls
at least one full day per week.
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Generated extensive growth and
exceeded the organization's strategic plan expectations for
profit and growth.
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Selected as the Underwriter of the Month
on three separate occasions by Wachovia Insurance Agency.
EDUCATION
BACHELOR'S DEGREE IN ECONOMICS,
XYZ STATE UNIVERSITY, Norfolk, NE, 20xx
Relevant Coursework:
Banking, Financial Theory, Business & Management,
Theory of
Economics, Mathematical Modeling, International Economics
Graduated in top 10% of the Class, GPA: 3.8,
Received University Scholarship
TECHNICAL SKILLS
Office Applications:
Microsoft Word and Excel; Lotus Notes
Underwriting
Systems: DU, LP and CLOUT
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