Andrew Stevens
Charlotte
Summary
Goal-oriented professional with a proven track record in regulatory compliance and sales development. Recognized for enhancing customer satisfaction and delivering impactful solutions.
Overview
14
14
years of professional experience
Work History
Business Owner/Operator
Self Employed
Charlotte, NC
05.2024 - 01.2026
- Developed and implemented operational processes to enhance service delivery and customer satisfaction.
- Managed daily business operations
- Coordinated inventory management, optimizing stock levels and reducing overhead costs.
- Oversaw end-to-end business processes to maintain proficiency and profitability.
- Improved customer satisfaction rates by prioritizing client needs and addressing concerns promptly.
- Consulted with customers to assess needs and propose optimal solutions.
Mortgage Loan Officer
NVR Mortgage/Ryan Homes
Charlotte, NC
09.2015 - 04.2024
- Three Time presidents Club Award Winner (Top 50 in the company of over 200 Loan Officers)
- Evaluated borrower creditworthiness and financial status to determine loan eligibility and optimal loan products to recommend
- Guided clients through mortgage application process, ensuring compliance with regulations
- Collaborated with real estate agents to coordinate loan closings and resolve issues
- Developed tailored mortgage solutions based on individual client needs and market trends
- Mentored junior loan officers in underwriting procedures and customer service best practices
- Analyzed market data to identify opportunities for product improvements and business growth
- Implemented training sessions for staff on new lending software and industry regulations
Senior Personal Banker
Bank of America
Charlotte, NC
01.2012 - 09.2015
- Led client relationship management to enhance customer satisfaction and retention.
- Developed tailored financial solutions to meet diverse client needs and goals.
- Analyzed financial data to identify opportunities for cross-selling products and services.
- Implemented strategic initiatives that increased branch profitability and efficiency.
- Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
- Ensured compliance with all regulatory requirements, protecting both the bank''s reputation and its customers'' interests.
Education
BBA - Marketing
Cleveland State University
Cleveland05-2011
Skills
- Goal orientented
- Regulatory compliance
- Sales development
- Self Started/Self Motivated
- Excellent Teammate
- Sales forecasting
Accomplishments
Three time presidents club award winner
Lead branch in application to underwriting approval pace
Branch leader in capture rate
Business Owner - Entrepeneur
Timeline
Business Owner/Operator
Self Employed
05.2024 - 01.2026
Mortgage Loan Officer
NVR Mortgage/Ryan Homes
09.2015 - 04.2024
Senior Personal Banker
Bank of America
01.2012 - 09.2015
BBA - Marketing
Cleveland State University