
Results-driven business professional with experience in business development, account management, recruiting, and client relationship management across the technology staffing and mortgage industries. Proven ability to build strong relationships, identify client needs, generate new business opportunities, and coordinate cross-functional teams to deliver exceptional customer experiences. Known for strong communication, adaptability, and a collaborative approach to solving problems and driving results.
• Managed a pipeline of 100+ active loan files monthly, ensuring accuracy, compliance, and an average 20% faster approval time.
• Served as the primary liaison between borrowers, loan officers, underwriters, title companies, and third-party vendors, maintaining clear communication throughout the loan process.
• Streamlined workflows between sales and underwriting teams, improving operational efficiency by 15% and enhancing the overall client experience.
• Reviewed financial documentation, calculated debt-to-income ratios, and analyzed loan files to ensure compliance with lending guidelines and support successful loan approvals.
• Contacted warm inbound leads to qualify prospective homebuyers and homeowners interested in purchasing or refinancing, scheduling qualified appointments for Loan Officers.
• Converted 25% of warm leads into loan applications through consultative conversations, relationship building, and personalized follow-up.
• Educated borrowers on mortgage products, gathered financial information, and identified lending solutions based on each client's goals and qualifications.
• Consistently ranked among the top 10% of peers by exceeding appointment-setting and loan application goals in a fast-paced, metrics-driven environment.
• Assisted 60 customers daily, resolving account inquiries and contributing to customer satisfaction in a fast-paced call center environment.
• Educated homeowners on mortgage servicing processes and payment options to enhance understanding and support informed decision-making.
• Investigated customer concerns and collaborated with cross-functional teams to resolve complex account issues efficiently.
• Maintained detailed account documentation and ensured compliance with company policies, streamlining support processes for timely resolutions.