KEVIN DUNN2565 Martin RoadWillow Grove, PA 19090NMLS 1099603dunnwell215@gmail.com(858) 882-7911

Objective:

To obtain a Financial Advisor position with Vanguard where I can use my experience is sales and customer relations to develop solid long term client relationships in order to achieve corporate sales goals and whilst contributing to the success of a company.

Experience:

Assistant Store Manager, TD Bank, June 2014-Present

Manages daily operations of the bank ensuring overall profitability through sales management. Develops and implements policies and objectives to ensure that vault levels, bank recap, and settlement are completed with bank policy and adhere to proper regulations. Coaches and develops team members resulting in increase in measured metrics including but not limited to customer experience index. Serves as front line escalation to all teammates providing problem resolution on a branch level through direct customer interaction. Conducts monthly audits insuring integrity of overall bank operations meet bank policy and adhere to necessary regulations. Exceeds individual sales goals through structuring and selling HELOC, mortgages, and personal loans as Certified Consumer Lender. Resulting in increased overall store ranking throughout both market and region. Lead Chestnut Hill store into the top 25% of Philadelphia region in current fiscal quarter. Recognized as a Wow Employee of the Quarter for the Philadelphia region. Currently holds Mortgage license (NMLS ID #1099603) and PA Health & Life Insurance license.

Licensed Loan Officer, US Mortgage, July 2013 – June 2014

Provided consultation to clients looking to secure financing for a new home purchase, refinance to a lower rate/reduced term, and cash out refinancing by using equity in their home for the purpose of debt consolidation. Completed, reviewed, and evaluated client’s loan applications and supporting documents such as appraisal, credit, equity, income, assets, and liabilities to ensure credit worthiness and initial underwriting approval. Attracted new business by utilizing outbound and inbound calls to build relationships with potential clients, and built a strong referral network through current and previous clients. Gained in-depth knowledge of mortgage compliance regulations and attended sales seminars to help refine sales techniques. Provided multiple loan options to clients based on their short and long-term financial goals, while also explaining the pros and cons of each loan option in detail, before beginning the loan process. Provided the highest level of customer service to each client, building a foundation of trust for repeat and referral business. Educated clients on different loans programs and credit options available, including Conventional, FHA, VA, and USDA, as well as the guidelines associated with each loan program. Familiar with Encompass and worked directly with the Processing department and title company to ensure my clients loans were executed properly, closed within the designated rate lock period.

Shift Manager, ACE Parking, January, 2011 – November, 2012

Managed daily operation of valet services at several hotels throughout the San Diego area, including Hard Rock Hotel and Hilton La Jolla. This included dealing directly with the client for various special events, hiring and training new employees, dealing directly with guests to settle claim issues, operating various software applications to compile reports for both clients and our corporate office, and managing staff hours while creating employee schedule.

Manager/server, Sbicca, December, 2009 – December, 2010

Worked as a server through the daily running of the restaurant, had a lead server position for off-sight catering. Established excellent guest relations resulting in repeat business and developing regular business. Held a key role in the training of new employees and managed the restaurant in its daily running, tracking sales, and controlling staff levels.

Head of Customer/ISO Support, Payment Logistics, June, 2005 – January, 2009

Developed and maintained relationships with new and existing merchants in a portfolio of thousands. Recruited and developed various ISO (Independent Sales Offices) located across the country. Fielded and distributed all incoming calls ranging from technical questions to assisting with merchants’ accounting. Developed networking skills and the ability to gain account loyalty, leading to exponential company growth. Familiar with a variety of POS systems including but not limited to Micros, Aloha, Positouch, PC Charge, as well as stand-alone terminals (Hypercom, Ingenico, Nurit, Veriphone)

Head Bartender/Assistant Bar Manager, Hard Rock Café, June, 2009 – March, 2004

Developed and lead training program (Train the Planet) for all new front-of-the-house employees and managers. Established inventory control and ordering procedures leading to record low bar costs. Managed schedule for team of 10 bartenders. Developed local venue leading to a sales increase of over $41.5 million. Recognized as a company leader.

Education:

AS Business Administration

Montgomery County Community College 2015

BBA Finance

Temple University (currently attending) 2017

Licenses/Membership Currently Held

Chestnut Hill Board of Trustees member

Philadelphia County Notary PublicMortgage License NMLS 1099603Licensed Life and Health InsuranceReferences:

Available upon request