Kenneth V.

Jagr
5 Ridge Way,
Purdys, New York 10578
(914) 760-1656
E-mail: kjagr@optonline.net

A successful, results oriented Personal Banker and Mortgage Loan Officer with a proven track record in
the banking and mortgage industry, seeking career advancement in a position that rewards achievement
with greater challenges and fresh opportunities.

C APABILITIES :
Premier Banker and Investments:

 Meet with prospective clients to obtain information to analyze the client’s needs for
credit, investment, retirement and insurance products.
 Take a holistic view of the clients’ financial situation and employment history.
 Present applicant with the best available products which will meet their needs by doing
side by side comparison.
 Review credit and loan amount in respect to property value.
 Collect, organize and review application with respect to financial statements, credit
report, tax returns, contract of sale and loan agreement package to be sure they are complete
and accurate. Submit package for underwriting approvals and conditions.
 Review conditions and work with clients to clear any and all outstanding conditions
needed for underwriting.
 Continually staying abreast of new guidelines and products that could better meet
client’s needs.
 Work closely with internal business partners.
 Commit Myself to Client’s Success; Forge solid, professional relationships with
realtors, attorneys, center of influence, accountants and former clients to continuously obtain
future business.

P ROFESSIONAL E XPERIENCE :

Senior Loan Officer Bank of America Home Loans 2009-Present

Premier Client Manager Bank of America 2008 - 2009
Senior Loan Officer Americorp Funding 2007-2008
Senior Loan Officer Mortgage IT 2002-2007
Manager of Fuji Digital Tour Advance Marketing Services 2001-2002
Financial Advisor Morgan Stanley Dean Witter 1999-2000
Owner Down By the Bay Restaurant 1995-1999

P ROFESSIONAL L ICENSES :
S ERIES 6 & 63 L ICENSE