Andrew Waters
Valdosta, Georgia, United Stat,GA
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Consultant
Greater Works Investment
05.2008 - 03.2023
- Supported creation of detailed, technical financial models to value potential acquisition targets.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
- Integrated technology and business operations to identify targeted solutions to customer issues.
- Managed multiple deadlines across several businesses to meet dynamic needs of multiple clients.
- Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.
- Conducted extensive cold-calling campaigns to generate leads and secure new business opportunities.
- Utilized research and targeted messaging to customize pitches and increase response rates.
Mortgage Broker
Nations Funding Source
07.2008 - 04.2009
- Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
- Advised clients on loan process and specialized topics in home purchasing such as debt to income ratio and credit repair tools.
- Worked with underwriters to fix application problems and resolve issues.
- Checked loan documents for accuracy prior to closing.
- Communicated with clients, processing teams, and other third parties to achieve prompt loan closings.
- Explained different types of loans pertaining to client situations.
- Evaluated borrower financial information, pay stubs, and credit history to determine loan possibility.
- Monitored portfolio performance and provided clients with periodic updates on loan progress.
- Established strong relationships with borrowers, which helped to forge new business opportunities.
Financial Services Representative
Primerica
09.2005 - 10.2007
- Marketed life insurance products to increase customer bases and revenue.
- Generated leads through cold-calling, networking and other outreach methods.
- Created customer databases to track and manage interactions and sales.
- Developed and implemented promotional strategies to increase customer base.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Overall, my experience managing 15 life insurance agents has honed my skills in leadership, team building, sales management, and strategic planning, and I am confident that I can apply these skills to drive success in any organization.
Education
No Degree - Computer Informational Service
Moultrie Technical College
Moultrie, GA06.2009
Skills
- Reports and Documentation
- Content Management Systems
- Issue Resolution
- Data Warehousing
Certification
Currently enrolled in Course Careers: SDR Bootcamp.
Timeline
Mortgage Broker
Nations Funding Source
07.2008 - 04.2009
Consultant
Greater Works Investment
05.2008 - 03.2023
Financial Services Representative
Primerica
09.2005 - 10.2007
No Degree - Computer Informational Service
Moultrie Technical College
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