Summary
Overview
Work History
Education
Skills
Timeline
Generic

Alex Rayfield

FLOWER MOUND,TX

Summary

With strong problem-solving abilities, a willingness to learn, and excellent communication skills, well-prepared to contribute to team success and achieve positive results. Poised to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

12
12
years of professional experience

Work History

RMLO/LPP/Pipeline Management

Thrive Mortgage Group
08.2020 - Current
  • Increased customer service success rates by quickly resolving issues using analytical thinking and complex research.
  • Developed and maintained relationships with borrowers and third party participants through effective communication, clear expectations, and attention to detail.
  • Used creative outside the box thinking while collaborating with colleagues to develop solutions to complex problems.
  • Managed a multimillion dollar pipeline with complex components, unique situations, and hard deadlines, with a proven track record of meeting deadlines
  • Prepared and distributed team-based communications to foster collaboration and enhance team morale.
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Improved sales abilities and product knowledge on continuous basis to provide optimal service and achieve quotas.
  • Used CRM software to record customer interactions and track general sales activities for review and follow-up.
  • Met or exceeded sales objectives on consistent basis to drive company growth.
  • Trained and supervised employees on branch policies and procedures.
  • Increased profitability and productivity by minimizing downtime and streamlining the sales process.
  • Remained solutions-oriented in face of complex problems to assist management and overall business direction.
  • Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
  • Achieved top performance by strategically adapting to rapidly changing, competitive environment.

Program Development Consultant

Southwestern Consulting
01.2013 - Current
  • Reviewed and edited all training materials for accuracy and National Guidelines
  • Researched and obtained relevant course materials to achieve training objectives.
  • Created in-depth training manual for all participants.
  • Used CRM software to record customer interactions and track general sales activities for review and follow-up.
  • Supported business development and sales leaders by educating end users on technical systems.

Mortgage Banker Assistant/Pipeline Management

Atlantic Bay Mortgage Group
08.2019 - 04.2020
  • Worked with underwriters to fix application problems and resolve issues.
  • Reviewed loan files and updated to match current standards.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Followed up with customers after completed sales to assess satisfaction and maintain relationship
  • Met existing customers to review current services and expand sales opportunities.
  • Answered high volume of phone calls and email inquiries.
  • Managed a multimillion dollar pipeline ensuring all deadlines were met.
  • Screened calls and emails and initiated actions to respond or direct messages for RMLO
  • Developed and implemented standards for staff to provide consistent service to customers.
  • Maintained client files with sales contracts, records of client interactions, client notes, and other information.

Education

License - Finance

Residential Mortgage Loan Originator
Texas
08.2020

Skills

  • Business management
  • Sales improvement
  • Sales pipeline development
  • Training skills

  • Analytical problem solver
  • "Outside the Box" Thinking
  • Creative and innovative
  • Clear communication

Timeline

RMLO/LPP/Pipeline Management

Thrive Mortgage Group
08.2020 - Current

Mortgage Banker Assistant/Pipeline Management

Atlantic Bay Mortgage Group
08.2019 - 04.2020

Program Development Consultant

Southwestern Consulting
01.2013 - Current

License - Finance

Residential Mortgage Loan Originator
Alex Rayfield