Evan Wallerstein has over 15 years of experience in financial services including roles as a loan officer, account executive, and mortgage manager. He has a proven track record of leadership and has successfully led teams that originated, underwrote, and funded loans. He is accomplished in analyzing financial documents such as credit reports, appraisals, and engineering surveys. He is seeking a new role where he can utilize his business and financial background.

1. Evan Wallerstein
4102 Ridgeline Trail Austin,Texas78731 • 956/206/8244 • ewallerstein@yahoo.com
ABOUT:
Accomplishedexecutivelookingtosecure arole where businessandfinancial backgroundisutilized.
Proven leadership capabilitieswithexcellentcommunicationskills.
EXPERIENCE
GoAccredited 7/2014- 3/2016
Loan Officer/AccountExecutive
Ledteam of Loan Officers,providedavarietyof financial instrumentstomediumandsmall businesses
Throughoutthe U.S.
Coachedand trainedLoanOfficerstooriginate,administrate,andfundloans.
Performedunderwritingon large volume of loanapplications.
Negotiatedagreements withwholesale lenders.
Consultant 01/2014- 06/2014
Providedimportantinformationto agroup of investorsfromLaredoandMexico
The investorsrenovate residential real estate inseveral citiesinTexas
Setup linesof credit,warehouse loans,consultedonleasing,sale,andownerfinancing
Analyzedcreditreports,appraisals,andengineeringsurveys
MediatedWill andEstate 07/2013-12/2013
BroughtResolutionamongmultiple relativewhohadan interesttoseveral real estate propertiesand
otherassets.
AustinEnergy CustomerService Representative 03/2013-07/2013
ProvidedCustomerService relatingToWater,Waste water,Recycling,SolidWaste,and
Electricity
Convergys Laredo,TX Supervisor May 2011 - 2012 • Managed,scheduled,coachedandtraineda
teamof twentycustomer care agents• Ledall tactical aspects:schedule,budget,qualitycontrol,
communication, andteamona dailybasis• Responsible forongoingfinancial analysis,payroll and
payable hourstoagents

2. CustomerCare AgentSeptember2008- May 2011 • Providedcustomerservice toConvergysclientso
Effective andtrustedliaisonbetweenclientandConvergys •Recognizedforsuperiorcustomer
experiencesbymanagement •Ledday-to-daycustomerservice andprovidedstrategicinsightfor
multiple ConvergysclientsoConsistentlyexceedingtheirexpectations•Managedmultiple clientsacross
accounts simultaneously
SamesMotor Company Laredo,TX Operations ManagerSeptember2007- September2008 •
Consultedandhelpedexpandfinancingoptions•Establishedlenderguidelines •Managedand resolved
variouscreditissuestohelpcustomersoResolutionsdrove sales,ultimatelydrivingrevenueforthe
company • Established andmaintainedrelationshipswithlenderstoexpandlendingoptions
GMAC Wholesale Mortgage Laredo,TX AccountExecutive September2006- September2007 • Led
openingof office anddevelopednewterritory•Managed accountswithretail mortgage brokers
throughoutSouthTexas
ArgosyAmusements,Inc. Dallas,TX DistributionManager September2005-
September2006 • Ledglobal supportof electronicmanufacturers •Supervisedsalesstaff of eight•
Managed productionof office
AmistadFinancial Services Laredo,TX Mortgage Manager/Co-OwnerSeptember2003-
September2005 • Establishedandoperatedmortgage company•Fundedresidential loans •Builtand
maintainedexcellentrelationshipswithreal estate brokersandhome builders
Geo Mortgage Services Laredo,TX Loan Officer September2001- September2003 • Closed
residentialmortgage loans•Obtainedvastknowledge of FHA,VA andTexasVet financing
EDUCATION • The Universityof Texas,Austin,Texas - BachelorinLiberal Arts • BostonUniversity
SKILLSAND INTERESTS• ProficientinMicrosoftOffice•Previousboardmemberof the BoysandGirls
Clubof Laredo and the LaredoCenterforArts • Avidrunnerandsportsenthusiast
Referencesuponrequest