Alexis Davis-

Managed a dynamic pipeline of prospective borrowers, ensuring timely follow-ups and efficient progression from lead generation through loan closing.

• Maintained accurate and up-to-date records in the CRM system to track prospects, active applications, and funded loans.
• Monitored individual sales performance metrics and adjusted strategies to improve loan volume and conversion rates.
• Collaborated closely with Processing, Underwriting, and Valuations teams to ensure smooth, compliant, and timely loan processing.
• Served as the primary liaison between clients and internal operations, resolving issues and managing client expectations throughout the loan lifecycle.
• Built and maintained strong relationships with real estate agents, referral partners, and clients to generate repeat and referral business.
• Represented the company at trade shows, industry conferences, and networking events to expand brand visibility and business development opportunities.
• Applied strategic planning and market analysis to grow territory presence and increase funded loan production.

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Senior Account Executive

Zinc | Fresno, CA | May 2024 – Present

• Originate residential and multifamily real estate investor loans, including bridge loans, value-add loans, and new construction financing.
• Offer diverse private money lending solutions to borrowers nationwide, tailoring financial strategies to meet client needs.
• Leverage technological systems to enhance operational efficiency and deliver a client-focused lending experience.
• Lead a team of ambitious professionals, fostering a high-performance sales culture.

Key Contributions & Responsibilities:

✔ Sales & Revenue Generation

• Proactively cultivate relationships with property investors, brokers, and real estate agents to drive business growth.
• Negotiate and structure loan terms to create customized solutions, ensuring successful deal closures.
• Consistently exceed monthly sales goals by identifying and capitalizing on lending opportunities.

✔ Sales Strategy & Relationship Management

• Develop and maintain a network of real estate investors and referral partners for a consistent pipeline of high-quality leads.
• Utilize market insights and data-driven strategies to target key opportunities and optimize sales performance.
• Foster long-term client relationships, ensuring repeat business and strong referral growth.

• Work closely with internal teams, including Processing, Underwriting, and Valuations, to streamline loan processing.
• Serve as a key liaison between clients and operational teams to address challenges and maintain client satisfaction.

• Handled customer relations issues, enabling quick resolution, and client satisfaction.
• Increased sales revenue by developing and implementing effective sales strategies.
• Built long-lasting client relationships through excellent customer service and consistent followups.
• Led a successful sales team by providing motivational coaching and performance-based incentives.

• Consistently met monthly sales targets by proactively seeking new business opportunities and cultivating strong client relationships.
• Conducted insightful market research, identifying new mortgage products tailored to meet specific client requirements and preferences.
• Minimized default risk by conducting thorough due diligence on each mortgage application, ensuring clients had the ability to repay their loans.
• Enhanced client retention through consistent follow-up and timely communication, ensuring all questions were addressed promptly and accurately.