Ari Elfasi
Summary
Established Sales Professional gifted at lead generation and resolving customer issues. Engaging and personable and increasing business opportunities through dynamic marketing strategies, sharp communication skills and dedication to customer service.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Account Executive
NewDay USA
11.2023 - Current
- Served Veteran families by advising them on VA Cash - Out loan product by explaining terms, costs, and risks to prospective borrowers.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Oversaw loan process from start to finish with processors, underwriters, and prospective borrowers to ensure funding of loans.
- Served Veteran families by advising them on VA Cash - Out loan product by explaining terms, costs, and risks to prospective borrowers.
- Identify and manage borrower mortgage loan application risks.
Mortgage Consultant
South River Mortgage
11.2022 - 09.2023
- Oversaw sales and underwriting processes of mortgage lending office.
- Closed loans at 100% to quota and above for duration of position.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy to understand language.
- Explained different types of loans pertaining to client situations.
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
Account Manager - B2B Business Development
Paychex
06.2022 - 11.2022
- Created, managed, and advanced accounts, leads, and opportunities in company’s CRM system (Salesforce) and provided accurate sales activity and forecasts.
- Scheduled and conducted meetings with new prospects through telephone calls, targeted email campaigns, and corporate marketing programs, as directed by Sales Management.
- Worked closely with Banks & CPAs to bolster relationships, as referral partners, in order to provide leads to one another.
- Enrolled SMB clients in Federal Employee Retention Tax Credit to acquire said clients IRS refunds.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Built deep relationships with store managers, business owners and distribution partner sales teams by employing industry expertise and knowledge, retail strategies and sales tactics.
- Developed and executed sales presentations as well as both internal and external product training workshops.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
- Delivered recommendations to long-term accounts to promote brand awareness to key audience.
Account Executive
NewRez
03.2021 - 05.2022
- Top sales performer - closed 12-22 refinances per month.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Negotiated sales deals between customers and agency, resulting in mutually beneficial agreements and cultivated relationships.
- Executed successful sales strategies to convert leads into customers.
- Gathered information from clients to secure accounts, verify payment and identify special requirements.
- Managed sales cycle to maintain solid customer base.
- Leveraged CRM to collect, organize and manage sales data and customer information.
- Resolved issues promptly to drive satisfaction and enhance customer service.
Licensed Mortgage Loan Originator
Freedom Mortgage
06.2020 - 02.2021
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Fielded customer complaints and provided solutions.
- Explained different types of loans pertaining to client situations.
- Implemented sales strategies that established relationships with realtors and CPAs.
- Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
- Developed prospects for new loans by conducting 500 cold calls weekly.
- Compiled closing packages for drafting and presentation accuracy.
Operations Summer Analyst Intern
Morgan Stanley
06.2019 - 08.2019
- Served as a part of the Fixed Income Derivatives Drafting Team to establish civil law contracts.
- Conducted team meetings to mitigate risk for trade contracts from maturing past their deadlines.
- Produced Knockout Notifications and Master Confirmation Agreements as part of assigned vanilla drafting.
- Created a JIVE site, featuring a user interface to streamline onboarding for Cash Settlements team members.
- Discovered root causes of problems and identified appropriate solutions.
- Conducted system analysis and implementation to maintain and improve computer systems.
- Analyzed unstructured information to derive key insights.
- Optimized core processes to improve business performance and operational agility.
- Cultivated relationships with industry leaders and within company to share tips and information.
- Investigated system issues and implemented resolutions to reduce downtime.
Sales Representative
Guitar Center
02.2018 - 01.2019
- Adequately demonstrated products for clientele while retaining 24/7 availability.
- Consistently hit daily sales minimum of $1000 for guitars, drums, and professional audio equipment.
- Worked as a part of one of the highest grossing Guitar Centers in the nation's chain.
- Worked as a part of the #1 regional sales team as of two months.
- Boosted brand awareness, implemented promotional campaigns and employed sales tactics as part of territory development.
- Evaluated inventory and delivery needs and optimized strategies to meet customer demands.
- Tailored sales approaches and techniques to specific client needs to increase marketing effectiveness.
Intern- Administrative and Billing Assistant
Contemporaries Inc
12.2017 - 01.2018
- Converted files to digital format to help the office go paperless.
- Conducted accounts receivable invoice status checks.
- Performed data normalization and data entry on a daily basis via Excel, Word, etc.
- Managed staffing engagements to provide phone call etiquette.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained status reports for client projects.
- Monitored office calendars to plan meetings, activities and travel to maximize productivity.
Intern- Peer Network Engagement Leader
Hillel International at UMBC
08.2016 - 05.2017
- Worked to advance exposure of Jewish life on campus to students who were not previously involved.
- Coordinated weekly events and charity fundraisers with various student organizations on campus.
- Led meaningful discussions during every event, pertaining to current world issues.
- Worked with intern team and attended weekly meetings to ensure successful event coordination.
Education
Bachelor of Science - Finance
University of Maryland - Baltimore County
Baltimore, MD05.2020
Bachelor of Arts - Sociology
University of Maryland - Baltimore County
Baltimore, MD05.2020
Skills
- Business development and planning
- Account servicing
- Relationship building and management
- Customer presentations
- Forecast preparation
- Written and verbal communication
- Sales Strategies
- Sales target monitoring
- Sales quota achievement
- Strategic selling
Certification
NMLS LO with licenses to originate in 20 states
Accomplished Musician
Singer/Songwriter & Guitarist
Currently Performing locally with 3 band ensembles
Music available for purchase on all streaming platforms
Languages
English
Native or Bilingual
Hebrew
Professional Working
Timeline
Account Executive
NewDay USA
11.2023 - Current
Mortgage Consultant
South River Mortgage
11.2022 - 09.2023
Account Manager - B2B Business Development
Paychex
06.2022 - 11.2022
Account Executive
NewRez
03.2021 - 05.2022
Licensed Mortgage Loan Originator
Freedom Mortgage
06.2020 - 02.2021
Operations Summer Analyst Intern
Morgan Stanley
06.2019 - 08.2019
Sales Representative
Guitar Center
02.2018 - 01.2019
Intern- Administrative and Billing Assistant
Contemporaries Inc
12.2017 - 01.2018
Intern- Peer Network Engagement Leader
Hillel International at UMBC
08.2016 - 05.2017
Bachelor of Science - Finance
University of Maryland - Baltimore County
Bachelor of Arts - Sociology
University of Maryland - Baltimore County
NMLS LO with licenses to originate in 20 states
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