SQL
Team Leader experienced in directing activities of workgroups. Develops strategies, provides training, sets goals and obtains team feedback. Excellent interpersonal and communication skills. Big picture focus with excellence in communicating goals and vision to succeed. Problem solver, networker, and consensus builder.
Leadership & Team Development: Successfully led a high-performing team of mortgage officers, consistently surpassing sales targets by 20% or more. Mentored and developed team members, resulting in multiple promotions and a significant increase in overall team productivity.
Client Relationship Management: Built and maintained strong relationships with clients, achieving nearly perfect client satisfaction rate and generating a high volume of repeat business and referrals. Recognized for exceptional customer service and personalized mortgage solutions.
Process Improvement: Streamlined sales processes by implementing CRM tools and data-driven strategies, reducing the sales cycle and increasing overall efficiency.
Customer Acquisition & Retention: Successfully converted inbound calls into sales, achieving a 33% conversion rate. Played a key role in retaining high-value customers, contributing to a 92% customer retention rate.
Process Optimization: Identified and implemented process improvements that reduced call handling time, allowing for more efficient call management and increased sales opportunities.
SQL
Excel
Tableau
RStudio
Google Sheets
Salesforce
Encompass