Summary
Overview
Work History
Education
Skills
Timeline
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Annette Moreau

Winter Park

Summary

Dynamic Sales Manager and Licensed Loan Originator with 30 years experience within mortgage lending industry. Proven track record in relationship building and strategic planning, driving revenue growth through effective sales strategies. Expert in client relationship management and accounting, fostering long-lasting partnerships and enhancing customer satisfaction using exceptional communication skills.

Overview

2
2
years of professional experience

Work History

Sales Manager /Licensed Loan Originator

Patriot Home Funding, Inc.
02.2024 - Current
  • Assisted in developing sales strategies to enhance customer engagement and drive revenue growth.
  • Supported team in managing client relationships to ensure satisfaction and retention.
  • Participated in market research to identify potential opportunities for business expansion.
  • Collaborated with marketing department to implement promotional campaigns and track effectiveness.
  • Multigenerational communication skills with all platforms.
  • Enhanced skills in accounting ( accurate evaluation of tax returns for self-employed borrowers ) and law ( contract comprehension ).
  • Thirty years experience within mortgage lending industry.
  • Have large network of Realtors, builders and mortgage professionals withing state of Florida.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.

Education

Annetta Moreau | NMLS # 901056

Licensed Mortgage Loan Originator

Acquired Beta Gamma Sigma Designation - Advanced Accounting & Law

State University of Albany
Albany, NY
01-2012

Skills

  • Relationship building
  • Product knowledge
  • Strong communication skills
  • Client relationship management
  • Sales strategy development
  • Strategic planning
  • Positive and upbeat
  • Goal setting

Timeline

Sales Manager /Licensed Loan Originator

Patriot Home Funding, Inc.
02.2024 - Current

Annetta Moreau | NMLS # 901056

Licensed Mortgage Loan Originator

Acquired Beta Gamma Sigma Designation - Advanced Accounting & Law

State University of Albany

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