Ashley Cole
Homosassa,FL
Summary
Experienced real estate professional with 12+ years of industry experience. Demonstrated success in client conversion and retention. Managed and coordinated inbound leads for a team of new and seasoned agents in 2023, resulting in a 30% revenue increase despite high interest rates. Proven track record in building and running successful email marketing programs in B2C and financial services sectors, including FinTech, mortgage, debt consolidation, and real estate. Strong knowledge of email and marketing automation tools with hands-on CRM management experience.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Mortgage Loan Originator
Cornerstone Mortgage
11.2024 - Current
- Worked with underwriters to fix application problems and resolve issues.
- Explained different types of loans pertaining to client situations.
- 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.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Negotiated loan terms and conditions with clients to maximize profitability.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Interviewed applicants to assess loan requirements before suggesting offers.
Inside Sales Coordinator
Keller Williams Green Bay
02.2024 - Current
- Called on leads generated by marketing campaigns
- Scheduled customer appointments for sales representatives on road or out of office.
- Followed up with customers by phone and email to resolve issues quickly and answer questions.
- Prospected continuously for new potential customers and maintained robust conversion rate.
- Used CRM software to maintain detailed contact logs and account records.
- Initiated sales calls to existing customers to replenish inventories.
- Prioritized daily workflows, inbound calls, quotes and sales-related inquiries.
- Grew seller lead database by approximately 8,000 contacts.
Mortgage Loan Originator
West Park Mortgage Group, LLC
04.2023 - 11.2024
- Worked with underwriters to fix application problems and resolve issues.
- Explained different types of loans pertaining to client situations.
- 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.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Negotiated loan terms and conditions with clients to maximize profitability.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
Inside Sales Coordinator
REMAX Marketing Specialists- The Hardy Team
01.2023 - 02.2024
- Called on leads generated by marketing campaigns
- Scheduled customer appointments for sales representatives on road or out of office.
- Followed up with customers by phone and email to resolve issues quickly and answer questions.
- Prospected continuously for new potential customers and maintained robust conversion rate.
- Used CRM software to maintain detailed contact logs and account records.
- Initiated sales calls to existing customers to replenish inventories.
- Prioritized daily workflows, inbound calls, quotes and sales-related inquiries.
- Maintained database of approximately 21,000 past, present and future clients.
Mortgage Loan Originator
American Financial Network
11.2021 - 11.2022
- Worked with underwriters to fix application problems and resolve issues.
- Explained different types of loans pertaining to client situations.
- 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.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Negotiated loan terms and conditions with clients to maximize profitability.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Closed a minimum of 2 loans per month on average.
Mortgage Loan Originator
Homespire Mortgage, formerly New America Financial
10.2017 - 11.2021
- Worked with underwriters to fix application problems and resolve issues.
- Explained different types of loans pertaining to client situations.
- 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.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Negotiated loan terms and conditions with clients to maximize profitability.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Closed on average a minimum of 2 loans per month.
Mortgage Loan Originator
Primary Residential Mortgage
03.2015 - 10.2017
- Worked with underwriters to fix application problems and resolve issues.
- Explained different types of loans pertaining to client situations.
- 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.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Negotiated loan terms and conditions with clients to maximize profitability.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Closed on average a minimum of 2 loans per month.
Loan Officer Assistant
Guaranteed Rate
03.2014 - 03.2015
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Monitored key dates to obtain information by deadlines.
- Assembled important paperwork and disclosures for borrower.
- Communicated with customers daily to request information and complete paperwork.
- Set up files using loan officer checklist and submitted on-time for processing.
- Answered inquiries and provided superior customer service to clients.
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
Marketing and Business Development/Loan Officer Assistant
SunTrust Mortgage
03.2014 - 03.2015
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Monitored key dates to obtain information by deadlines.
- Assembled important paperwork and disclosures for borrower.
- Communicated with customers daily to request information and complete paperwork.
- Set up files using loan officer checklist and submitted on-time for processing.
- Answered inquiries and provided superior customer service to clients.
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
Mortgage Loan Processor
Hamilton Group Funding
10.2012 - 06.2013
- Set up and completed loan submission packages.
- Maintained accurate records of loan processing activities and documents in CRM system.
- Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
- Reviewed and validated details of loan applications and closing documentation.
- Communicated with originator and applicant concerning progress of loan file.
- Received on-going, comprehensive training on home loan products and mortgage process.
Loan Officer Assistant
Fairway Independent Mortgage
05.2012 - 10.2012
- Assembled important paperwork and disclosures for borrower.
- Communicated with customers daily to request information and complete paperwork.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Answered inquiries and provided superior customer service to clients.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Set up files using loan officer checklist and submitted on-time for processing.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
Skills
- Cold Calling
- Customer Relationship Management
- Dodd Frank
- Encompass Digital Lending Software
- Financial Analysis
- Follow Up Boss
- Google Workspace
- Lead Procurement
- Marketing Consulting
- Mortgage Loan Compliance
- Mortgage Loan Structuring
- Pipeline Management
- Project Management
- Real Estate Transactions
- RESPA-TIL
- Salesforce
- Brivity
- Sales Team Management
- Social Media Marketing
- Software as a Service (SaaS)
- Pipeline management
- Relationship selling
- Document analysis
- Negotiation tactics
- Sales development
Certification
- Nationwide Mortgage Licensing System & Registry (NMLS) License 1175439
- Florida Real Estate Sales Associate SL3625810
Timeline
Mortgage Loan Originator
Cornerstone Mortgage
11.2024 - Current
Inside Sales Coordinator
Keller Williams Green Bay
02.2024 - Current
Mortgage Loan Originator
West Park Mortgage Group, LLC
04.2023 - 11.2024
Inside Sales Coordinator
REMAX Marketing Specialists- The Hardy Team
01.2023 - 02.2024
Mortgage Loan Originator
American Financial Network
11.2021 - 11.2022
Mortgage Loan Originator
Homespire Mortgage, formerly New America Financial
10.2017 - 11.2021
Mortgage Loan Originator
Primary Residential Mortgage
03.2015 - 10.2017
Loan Officer Assistant
Guaranteed Rate
03.2014 - 03.2015
Marketing and Business Development/Loan Officer Assistant
SunTrust Mortgage
03.2014 - 03.2015
Mortgage Loan Processor
Hamilton Group Funding
10.2012 - 06.2013
Loan Officer Assistant
Fairway Independent Mortgage
05.2012 - 10.2012
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