Allison Giorgio
New York,NY
Summary
Client-focused professional with extensive experience in mortgage lending, luxury real estate, and sales, specializing in relationship management, complex transactions, and business development. Demonstrated expertise in managing high-volume portfolios, identifying risks, negotiating solutions, and effectively communicating complex information to clients and internal stakeholders.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Client Success Manager/Loan Processor
Tomo Mortgage
New York, NY
09.2025 - Current
- Acted as primary point of contact for clients throughout mortgage loan lifecycle, delivering proactive updates, documentation guidance, and ensuring transparent client experience.
- Managed client relationships by translating complex underwriting requirements into clear expectations and actionable next steps, facilitating timely solutions.
- Manage a high-volume pipeline of 30+ mortgage applications, coordinating with clients, underwriters, and internal teams to maintain efficient loan progression.
- Identified potential documentation gaps, underwriting conditions, and file risks early, addressing issues proactively to minimize delays and enhance client experience.
Real Estate Salesperson
Gibson Sotheby’s International Realty
Boston, MA
06.2024 - Current
- Negotiated pricing and deal terms to secure favorable client outcomes in complex transactions.
- Provided white-glove service to high-net-worth clients across residential sales, rentals, and acquisitions from consultation to closing.
- Cultivated relationships within luxury real estate network to enhance collaboration and referral opportunities.
- Performed market analysis and property valuations to inform pricing strategies and investment recommendations.
- Created targeted marketing strategies and outreach campaigns that attracted qualified leads and expanded client base.
Sales Associate/Assistant Designer
Doublemint Home
Boston, MA
05.2021 - 09.2021
- Sourced materials, products, and vendor resources for interior design projects, aligning with client and project requirements.
- Analyzed sales performance in Excel and Google Sheets and leveraged product knowledge and persuasive communication to drive conversions.
- Analyzed sales performance using Excel and Google Sheets, applying product knowledge and persuasive communication to enhance conversion rates.
Education
Bachelor of Science - Marketing
Providence College
Providence, RI05-2024
Skills
- Client Relationship Management
- Loan Performance Analysis
- Deal negotiation
- Project management
- Market analysis
- Customer satisfaction
- Customer retention strategies
- Project documentation
- Sales support
- Customer satisfaction
- Customer satisfaction
Accomplishments
- Promoted to loan processor from assistant loan processor in less than a year
- Received the highest NPS score (customer satisfaction) in my position
- Acted as a client advocate, delivering exceptional service and outstanding support, which led to numerous profitable contracts secured through referrals.
Certification
Licensed Massachusetts Real Estate Salesperson — February 2023, Hubspot Email Marketing Certified — October 2023
Timeline
Client Success Manager/Loan Processor
Tomo Mortgage
09.2025 - Current
Real Estate Salesperson
Gibson Sotheby’s International Realty
06.2024 - Current
Sales Associate/Assistant Designer
Doublemint Home
05.2021 - 09.2021
Bachelor of Science - Marketing
Providence College