Summary
Overview
Work History
Education
Skills
Certification
Generic
Angela Mears-Cohen

Angela Mears-Cohen

Summary

Dynamic Sales Manager with a proven track record at Revolution Mortgage, excelling in relationship building and sales strategy development. Achieved consistent sales growth through effective coaching and training of teams, while enhancing client satisfaction. Expert in account management and dedicated to fostering long-term partnerships, driving revenue, and exceeding performance goals.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Sales Manager

Revolution Mortgage
01.2023 - Current
  • 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.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
  • Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.
  • Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
  • Developed comprehensive product knowledge, enabling tailored solutions for clients'' specific needs.
  • Provided ongoing training and mentorship for junior sales staff, fostering professional development and career growth.
  • Attended industry events and conventions to explain sales opportunities.
  • Implemented CRM systems for better tracking of leads, improving follow-up processes and communication within the team.
  • Evaluated competitor offerings to adapt sales strategies and maintain competitive advantage.
  • Collaborated with marketing teams to create targeted promotional campaigns, driving customer engagement and sales growth.
  • Boosted customer retention rates, establishing robust follow-up system and personalizing client interactions.
  • Fostered culture of continuous improvement, encouraging feedback and implementing best practices in sales operations.
  • Negotiated partnerships with complementary businesses, creating synergies and expanding customer base.
  • Enhanced sales team morale and cohesion, organizing team-building activities and maintaining open communication channels.
  • Streamlined sales processes for efficiency, adopting new CRM tools and technologies.
  • Spearheaded launch of new products, conducting market research and guiding development team on customer needs.
  • Expanded market share by identifying and penetrating untapped markets.
  • Implemented comprehensive customer relationship management strategy, improving client satisfaction and loyalty.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Built relationships with customers and community to establish long-term business growth.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.
  • Implemented systems and procedures to increase sales.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Organized promotional events and interacted with community to increase sales volume.
  • Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
  • Managed accounts to retain existing relationships and grow share of business.
  • Prepared sales presentations for clients showing success and credibility of products.
  • Communicated product quality and market comparisons by creating sales presentations.
  • Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
  • Facilitated business by implementing practical networking techniques.
  • Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
  • Delivered recommendations to long-term accounts to promote brand awareness to key audience.

Mortgage Loan Officer

LoanDepot
11.2017 - 01.2023
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Participated in industry events and conferences to build relationships and gain market intelligence.
  • Developed extensive network of referral partners to source new mortgage loan opportunities.
  • Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
  • Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
  • Managed risk effectively by adhering closely to compliance guidelines during all stages of the loan origination process.
  • Developed and implemented marketing campaigns to generate new business opportunities.
  • Customized marketing materials aimed at attracting potential mortgage applicants within specific target markets.
  • Participated in ongoing professional development programs to continuously expand knowledge of the mortgage industry and enhance skills as a loan officer.
  • Negotiated favorable terms on behalf of clients, ensuring their long-term financial success with their mortgage loans.
  • Reviewed loan files and updated to match current standards.
  • Implementing effective time management techniques allowed me to consistently exceed monthly sales targets while maintaining high-quality customer service standards.
  • Negotiated loan terms and conditions with clients to maximize profitability.
  • Maintained a comprehensive knowledge of current industry trends and regulatory changes to provide expert guidance for clients.
  • Developed strong partnerships with local real estate agents to generate consistent referral sources for mortgages.
  • Explained different types of loans pertaining to client situations.
  • Utilized CRM software proficiently for tracking leads, organizing client information, and planning follow-up communications.
  • Streamlined the loan application process for improved customer satisfaction and a higher volume of closed loans.
  • Organized educational seminars for prospective homebuyers, increasing company visibility in the community.
  • Checked loan documents for accuracy prior to closing.
  • Worked with underwriters to fix application problems and resolve issues.
  • Provided support during audits to ensure compliance with federal and state regulations, contributing to a strong company reputation.
  • Fielded customer complaints and provided solutions.
  • Mentored junior loan officers to improve team performance and meet organizational goals.
  • Conducted thorough market research to identify new business opportunities within target demographics.
  • Achieved high client retention rate by providing exceptional follow-up services and financial advice post-closing.
  • Facilitated home buying seminars to educate potential buyers, enhancing community's financial literacy.
  • Boosted team morale and performance by leading training sessions on advanced mortgage products and compliance standards.
  • Tailored communication strategies to different client demographics, enhancing understanding and engagement with mortgage products.
  • Implemented customer relationship management software to track client interactions and identify opportunities for additional services.
  • Enhanced customer satisfaction with personalized mortgage counseling, leading to significant rise in client referrals.
  • Expanded lender network to offer wider range of loan products, meeting diverse client needs more effectively.
  • Conducted comprehensive risk assessments for each loan application to minimize defaults, contributing to more robust loan portfolio.
  • Fostered strong relationships with real estate professionals to generate consistent pipeline of referrals.
  • Collaborated with underwriting teams to ensure smooth loan approval processes, minimizing delays and client dissatisfaction.
  • Streamlined loan processing times, implementing efficient document management systems.
  • Increased loan approval rates by meticulously evaluating applicant financial data and advising on best practices for credit improvement.
  • Addressed and resolved client concerns swiftly, maintaining high levels of customer satisfaction and loyalty.
  • Optimized loan portfolio profitability by identifying and promoting high-value loan products tailored to client needs.
  • Maintained compliance with federal and state regulations, conducting thorough reviews and updates of loan documentation procedures.
  • Improved loan application accuracy, systematically reviewing and refining application processes.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Monitored pipelines to track and log status of loans.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Explained very technical financial information to applicants in easy to understand language.
  • Researched and updated industry knowledge on changing legislation and regulations.
  • Negotiated loan terms and conditions with customers to secure best deal.
  • Assisted customers with completing loan applications and other paperwork.
  • Analyzed potential risks and evaluated loan products to identify suitable options for customers.
  • Proactively identified solutions for customers experiencing credit issues.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.

Branch Manager

Network Home Loans
04.2008 - 11.2017
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
  • Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
  • Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
  • Complied with regulatory guidelines and requirements.
  • Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
  • Submitted loan applications to underwriter for verification and recommendation.
  • Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
  • Directed recruitment and onboarding efforts, assembling high-performing team committed to achieving branch objectives.
  • Created and executed marketing strategies, increasing brand awareness and attracting new customers.
  • Elevated staff morale and productivity by introducing system of rewards and recognition for outstanding performance.
  • Cultivated lasting relationships with high-value clients, securing their loyalty through exceptional service and advice.
  • Ensured exceptional customer service, resolving issues swiftly to maintain trust and satisfaction.
  • Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.
  • Complied with established internal controls and policies.
  • Analyzed business processes to identify cost savings and operational efficiencies.
  • Developed strategic plans for day-to-day financial operations.

Education

WSET Level 3 - Wine Education

Napa Valley Wine Academy
Napa, CA

Financial Planning

College For Financial Planning
Greenwood, CO

Associate of Arts - Business Administration And Management

Allan Hancock College
Santa Maria, CA

Skills

  • Relationship building
  • Sales team training
  • Staff management
  • Goals and performance
  • Motivational skills
  • Verbal and written communication
  • Product knowledge
  • Sales expertise
  • Sales presentations
  • Client relationship management
  • Sales strategy development
  • Strategic planning
  • Positive and upbeat
  • Direct sales
  • Account management
  • Sales coaching

Certification

  • Licensed Mortgage Loan Originator in nine states
  • Argentine Wine Expert
  • SEC Series 6, 7, 63, 65, 66
  • Registered Paraplanner

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Angela Mears-Cohen