MICHAEL BRETTELL
Irvine,CA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
9
9
years of professional experience
Work History
Reverse Mortgage Loan Officer
Mutual Of Omaha Reverse Mortgage
San Diego, CA
04.2021 - 03.2023
- Top 10 agent in funded loans for year.
- Provided clients exceptional customer service while educating them through Reverse Mortgage process.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Reverse Mortgage Loan Officer
American Advisors Group
Irvine, CA
01.2019 - 02.2021
- Managed pipeline of loans in excess of 50+ loans, closing 5-10 monthly.
- Communicated conditions, requirements and decisions.
- Analyzed credit, income, compliance, title documents, estate planning, and corporate ownership filings and appraisals during underwriting process.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Mortgage Loan Officer
CashCall Mortgage
Irvine, CA
05.2017 - 01.2019
- Funded 5-10 loans monthly.
- Analyzed DTI, verified credit histories.
- Followed up with clients on missing loan documents, providing guidance on application process.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Executive Sales Representative
Monex Deposit Company
Newport Beach, CA
03.2016 - 02.2017
- Action activity levels of between 100 plus, calls per day.
- Remain knowledgeable and up-to-date on product, industry changes, and competitive landscape.
- Prospect and call inbound leads.
- Stay organized by tracking activity in CRM.
- Overcame potential objections of prospective customers using expert product knowledge and persuasive communication skills.
Senior Sales Representative
Loanme, Inc
Orange, CA
04.2014 - 02.2016
- Stayed organized and on top of sales activities through regular CRM tracking.
- Overcame various obstacles and closed sales on tough deals using strong negotiation and persuasion skills.
- Achieved sales targets by prospecting, qualifying and converting leads.
- Overcame potential objections of prospective customers using expert product knowledge and persuasive communication skills.
Skills
- Passion for helping others
- Salesforce & Encompass software experience
- Strong organizational skills
- Superior Customer Service
- Ability to convey sensitive information
- Problem resolution
- Analytical skills
Timeline
Reverse Mortgage Loan Officer
Mutual Of Omaha Reverse Mortgage
04.2021 - 03.2023
Reverse Mortgage Loan Officer
American Advisors Group
01.2019 - 02.2021
Mortgage Loan Officer
CashCall Mortgage
05.2017 - 01.2019
Executive Sales Representative
Monex Deposit Company
03.2016 - 02.2017
Senior Sales Representative
Loanme, Inc
04.2014 - 02.2016
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