Benjamin Vincent
19613 Meridian St., Cornelius,NC,
Summary
Results-driven Loan Officer with extensive experience in mortgage and loan processing. Expertise in banking regulations, underwriting policies, and risk analysis, complemented by a commitment to exceptional customer service. Proven ability to build strong relationships with borrowers, ensuring optimal financing solutions. Track record of consistently achieving sales targets and streamlining loan processing operations.
Overview
7
7
years of professional experience
Work History
Account Executive
Spectrum
Charlotte, North Carolina
2025.09 - Current
- Conducted product presentations and demonstrations to engage prospective clients.
- Developed and executed a comprehensive sales plan to boost revenue within assigned territory.
- Coordinated communication between internal teams and clients for timely project updates.
- Identified new business opportunities through market research and strategic networking.
- Negotiated contracts and pricing agreements with clients to maximize profitability.
- Maintained accurate records of all sales activities using CRM software.
- Generated weekly performance reports to facilitate upper management review.
- Cultivated relationships with key decision makers through regular client visits and follow-ups.
Premier Mortgage Consultant/Subject Matter Expert
Wells Fargo
Charlotte, NC
2020.02 - 2025.08
- Processed loan applications for dwelling-secured mortgages, ensuring compliance with federal guidelines.
- Managed application records, maintaining accuracy throughout the process.
- Monitored loan progress, providing clients with timely updates.
- Collaborated with fulfillment partners to address client needs during origination.
- Adhered to policies and underwriting requirements to ensure compliance.
- Led training sessions for new hires on identifying customer needs and sales processes.
- Analyzed reports to identify development opportunities for each new hire.
- Fostered relationships through exceptional customer service and effective communication.
Route Manager
Aptive Environmental
Wilmington, NC
2019.03 - 2020.01
- Scheduled service experts to maximize accounts served, increasing operational efficiency.
- Conducted sales training emphasizing initial customer bookings and conversion into new business.
- Prioritized acquisition of new clients while maintaining existing business relationships.
Education
Leadership Development Program
Wells Fargo
2021-12
Accounting
University of North Carolina At Wilmington
Wilmington, North Carolina, NCSkills
- Sales strategy and planning
- Client relationship management
- Cross-functional collaboration
- Customer service excellence
- Problem solving
- Time management
- Strategic thinking
- Sales implementation
- Quota achievement
- Verbal and written communication
- Performance tracking
- Negotiation skills
- Data analysis
- Pipeline management
- CRM management (Salesforce, Tableau, Core)
Accomplishments
• Platinum Performer, Wells Fargo Home Mortgage, 2020
• Gold Performer, Wells Fargo Home Mortgage, 2023
• Silver Performer, Wells Fargo Home Mortgage 2022,2024
• Consumer Direct Leadership Program Completion, Wells Fargo Home Mortgage 2021
• Gold Performer, Wells Fargo Home Mortgage, 2023
• Silver Performer, Wells Fargo Home Mortgage 2022,2024
• Consumer Direct Leadership Program Completion, Wells Fargo Home Mortgage 2021
Timeline
Account Executive
Spectrum
2025.09 - Current
Premier Mortgage Consultant/Subject Matter Expert
Wells Fargo
2020.02 - 2025.08
Route Manager
Aptive Environmental
2019.03 - 2020.01
Leadership Development Program
Wells Fargo
Accounting
University of North Carolina At Wilmington