ANDREA SMITH
Jenks
Summary
Knowledgeable Account Executive with robust background in HECM industry standards. Success in managing a robust client book and proactively discovering new sales opportunities. Committed to providing the highest level of customer service and support. Proven track record of utilizing analytical skills and attention to detail to support financial objectives and mitigate risks.
Overview
16
16
years of professional experience
Work History
Client Development Executive
Liberty Reverse
05.2023 - Current
- Generated and followed up on leads by making contact with prospects and creating interest in company.
- Used SalesForce to maintain accurate records of contact with clients and handle correspondence.
- Analyzed credit, income, compliance, title documents, and appraisals for scenario analysis
- Enhanced customer experience by proactively addressing potential issues during the application process
Wholesale National Account Manager
American Advisors Group
07.2022 - 03.2023
- Built strong relationships with key decision-makers at the executive level within national accounts organizations.
- Utilized software tools for efficient data analysis and loan application processing workflows.
- Drove client satisfaction by maintaining an open line of communication, addressing concerns promptly, and demonstrating genuine commitment to their success.
Senior Account Executive
Open Mortgage
08.2019 - 07.2022
- Responsible for maintaining a healthy client book and proactively reaching out to ensure client satisfaction
- Discovered new sales opportunities through networking and turn them into long term partnerships
- Responded to and resolved issues aiming to customer contentment and the preservation of the company’s reputation
- Supervised a team of account executives to drive growth and improve expansion
Account Executive
Live Well Financial
01.2014 - 05.2019
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Collaborated with Operations to provide timely, accurate service for clients throughout entire mortgage process.
- Communicated with originator and applicant concerning progress of loan file.
Wholesale Loan Account Manager
Finance of America Reverse (formerly Urban Financial Group)
08.2009 - 12.2014
- Reduced errors in loan approvals by meticulously verifying applicant information before submission to senior underwriters.
- Utilized knowledge of HECM industry standards, policies and procedures to assist clients with providing accurate conditions
- Worked with clients via telephone and email to answer questions, process transactions, and resolve issues.
Education
Associate of Arts - Business
Oklahoma State University
Tulsa, OK05.2005
Skills
- Professionalism and ethics
- Collaboration and teamwork
- Strong communication skills
- Relationship building and management
- Attention to detail
- Customer service
Timeline
Client Development Executive
Liberty Reverse
05.2023 - Current
Wholesale National Account Manager
American Advisors Group
07.2022 - 03.2023
Senior Account Executive
Open Mortgage
08.2019 - 07.2022
Account Executive
Live Well Financial
01.2014 - 05.2019
Wholesale Loan Account Manager
Finance of America Reverse (formerly Urban Financial Group)
08.2009 - 12.2014
Associate of Arts - Business
Oklahoma State University
Similar Profiles
Eric HurttEric Hurtt
Reverse Mortgage Loan Officer at PHH Mortgage Services/Liberty Reverse MortgageReverse Mortgage Loan Officer at PHH Mortgage Services/Liberty Reverse Mortgage
Jaime EscalicasJaime Escalicas
Consumer Direct Sales Assistant at Reverse Mortgage Funding, LLC.Consumer Direct Sales Assistant at Reverse Mortgage Funding, LLC.
JASON MESSERJASON MESSER
LICENSED LOAN OFFICER MLO at FINANCE OF AMERICA REVERSE / AAG REVERSELICENSED LOAN OFFICER MLO at FINANCE OF AMERICA REVERSE / AAG REVERSE