Benton Grant
Frisco,TX
Summary
Results-driven professional with a deep understanding of diverse financial industry sector requirements, dedicated to achieving client goals while aligning with organizational objectives. Proven ability to navigate complex challenges and deliver tailored solutions that enhance productivity and foster client satisfaction. Committed to maintaining high standards of professionalism and diligence in all aspects of work, ensuring success for both clients and the organization. Expertise in effectively balancing multiple priorities, contributing to streamlined workflows and optimal outcomes.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Certified Debt Specialist
Accredited Debt Relief
05.2024 - Current
- Consistently maintaining 45% conversation rate on all qualified contacted clients in every month worked since starting the position.
- Averaging over $1.2 million in total enrolled debt on a monthly basis.
- $1 million in total deposits cleared for every month of Q2 in and every month of Q3 thus far in 2025.
- Enrolled over one million dollars of eligible, unsecured debt first full business month worked.
- Enrolled over 370 clients over first full year if tenure.
Relationship Manager, Contract
ERC Tax Center
11.2022 - 09.2023
- Facilitate the aggregation of payroll and tax documents with business owners in order to process employee retention tax credits for business owners who operated and maintained payroll expenses during the pandemic.
- Stayed up to date on any amendments to the legislation that created and adjudicated the ERC program in order to pivot business functions to adhere to constantly-updating compliance guidelines, while still meeting client and production demands.
- Worked with business owners, account managers, CPA's and legal teams to ensure tax credits were processed in accordance with guidelines outlined within the CARES Act.
Senior Loan Consultant
AmeriSave Mortgage Corp.
11.2022 - 04.2023
- Analyze financial data and credit reports to determine loan eligibility for new and returning clients.
- Educate customers on mortgage rules and regulations, interest rates, and the application process.
- Prepare loan applications as well as collect proper documentation to submit to underwriting and processing for approval.
- Working in tandem with processing, underwriting, realtors, closers and clients to ensure timely closing of mortgage transactions.
- Originated loan all mortgage loan products ranging from purchase, refinance, home equity loans and home equity lines of credit.
Portfolio Loan Consultant
Nationstar / Mr. Cooper Group
04.2022 - 11.2022
- Built upon positive client relationships with customers who we were currently servicing their mortgage loans
- Resolved problems throughout the application processes after analyzing potential risks and benefits of each loan option.
- Awarded for achievement in excellence for funding 9M in volume for Q3 2022 – 4M in September alone.
- Working in tandem with processing, underwriting, servicing, closers and clients to ensure timely closing of mortgage transactions.
Servicing embedded Loan Consultant
Caliber Home Loans
01.2021 - 03.2022
- Took inbound servicing calls and pivoted to refinance applications after resolving servicing-based issues.
- Outlined different types of mortgage plans and provided product recommendations for clients to choose from after assessing the type of mortgage most suitable for them given their servicing needs.
- Numerous 5-star reviews from past clients via Experience.com
Education
BBA -
University of North Texas
12.2020
Skills
- Credit reporting
- Loan servicing
- Portfolio management
- Debt management
- Client relations
- Proficiency in Salesforce
- Organization skills
- Active listening
- Financial planning
- Budgeting expertise
Certification
- IAPDA Certified Debt Specialist
- Mortgage Loan Officer NMLS 2088755
Timeline
Certified Debt Specialist
Accredited Debt Relief
05.2024 - Current
Relationship Manager, Contract
ERC Tax Center
11.2022 - 09.2023
Senior Loan Consultant
AmeriSave Mortgage Corp.
11.2022 - 04.2023
Portfolio Loan Consultant
Nationstar / Mr. Cooper Group
04.2022 - 11.2022
Servicing embedded Loan Consultant
Caliber Home Loans
01.2021 - 03.2022
BBA -
University of North Texas