Talented sales professional with extensive experience in product sales and assessing client needs. Established background as a Sales Rep and Loan Consultant in beverage and mortgage industry respectively.
Overview
10
10
years of professional experience
Work History
Loan Consultant
Pulte Mortgage
Phoenix, AZ
08.2020 - Current
Educated customers about loan options, benefits and restrictions.
Compiled documentation necessary to successfully fund over 15 loans per month.
Achieved sales goals consistently by pursuing new connections and loan opportunities.
Consulted with customers using positive communication and active listening skills, offering sound feedback and answering critical questions with effective solutions.
Oversaw total portfolio worth 55 million in Home Loans
Loan Originatior
KBHS Home Loans
Tempe, AZ
06.2019 - 07.2020
Successfully closed average of 12 loans per month.
Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Closely monitored performance of current portfolio of specialty loans and made changes to achieve performance targets.
Financial Center Lending Officer
Bank Of America
Phoenix, AZ
06.2018 - 06.2019
Monitored pipelines to track and log status of loans.
Proactively identified solutions for customers experiencing credit issues.
Demonstrated respect, friendliness and willingness to help wherever needed.
Loan Originator
JG Wentworth Home Lending
Phoenix , AZ
05.2017 - 06.2018
Interviewed applicants to assess loan requirements before suggesting offers.
Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
Successfully closed average of 10 loans per month.
Loan Originator
American Financial Network
Phoenix, AZ
04.2016 - 05.2017
Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
Interviewed applicants to assess loan requirements before suggesting offers.
Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
Collected information from banks, institutions and employers to assess applicant eligibility.
Purchase Banker
Quicken Loans
Scottsdale, AZ
11.2014 - 03.2016
Provided advice on different bank products and financial options.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
Exceeded sales goals in on consistent basis.
Managed portfolio of accounts and monitored for issues in need of attention.
Sales Representive
Southern Wine And Spirits
Tempe, AZ
02.2012 - 10.2014
Achieved monthly sales goals by promoting product benefits and enrolling new clients.
Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
Organized sales paperwork, presented proposals and finalized contracts.
Education
No Degree - Sports Marketing/Media
Full Sail University
Winterpark, FL
High School Diploma -
Chaparral High School
Scottsdale, AZ
05.2007
Skills
Account Servicing
Closing Sales
Network Development
Converting Leads
Revenue Generation
Timeline
Loan Consultant
Pulte Mortgage
08.2020 - Current
Loan Originatior
KBHS Home Loans
06.2019 - 07.2020
Financial Center Lending Officer
Bank Of America
06.2018 - 06.2019
Loan Originator
JG Wentworth Home Lending
05.2017 - 06.2018
Loan Originator
American Financial Network
04.2016 - 05.2017
Purchase Banker
Quicken Loans
11.2014 - 03.2016
Sales Representive
Southern Wine And Spirits
02.2012 - 10.2014
No Degree - Sports Marketing/Media
Full Sail University
High School Diploma -
Chaparral High School
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