Summary
Overview
Work History
Education
Skills
Timeline
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Bradley Michael Orr

Wylie,TX

Summary

Results-driven Inside Sales Representative with a proven track record in cultivating customer relationships and driving substantial revenue growth. Expertise in utilizing CRM tools and implementing effective direct marketing strategies, complemented by a strong ability to identify business opportunities and negotiate favorable deals. Demonstrated success in consistently exceeding sales targets while enhancing customer satisfaction and contributing to team objectives.

Overview

17
17
years of professional experience

Work History

Inside Sales Representative

Cable ONE
Phoenix, AZ
10.2023 - Current
  • Cross-sold additional products or services based on customer needs.
  • Reached and exceeded monthly sales targets through effective sales strategies and techniques.
  • Identified customer needs by asking questions and advising on best solutions.
  • Delivered superior customer support to improve account retention rate.
  • Developed and maintained strong relationships with existing clients to ensure repeat business.
  • Listened to customer needs to identify and recommend best products and services.
  • Generated sales through outbound calling and lead follow-up efforts using scripts and other phone techniques.
  • Provided feedback to the product development team on customer needs and market demand.
  • Followed up on pending orders and inquiries in a timely manner.
  • Took inbound calls on headset, promoting products and services to secure new accounts.
  • Maintained detailed records of customer interactions, orders and account status updates.
  • Contacted new and existing customers to discuss product and service solutions.

Loan Closer Funder

Loan Depot
Plano, TX
06.2022 - 05.2023
  • Collaborated closely with team members across departments to ensure a smooth transition during document preparation and execution phases.
  • Reviewed loan documents for accuracy and completeness, ensuring all necessary information was present.
  • Verified that all applicable fees were collected and properly allocated to the correct accounts.
  • Tracked various stages of the loan lifecycle from origination through post-closing activities.
  • Scheduled loans with attorneys to close within expiration dates.
  • Reviewed client documentation and contracts for discrepancies and mistakes.
  • Maintained up-to-date knowledge of federal regulations including RESPA, TILA, HMDA, ECOA.
  • Coordinated with appraisers, lenders, underwriters and other parties involved in the loan process.
  • Performed daily audits of loan files prior to submitting them for quality control reviews.
  • Delivered excellent customer service by identifying needs and recommending custom solutions.

Business Development Manager

ESI
Plano, TX
02.2017 - 02.2022
  • Identified and pursued upselling and cross-selling opportunities within the existing client base.
  • Researched target markets to understand the needs of current and potential customers.
  • Generated leads and capitalized on valuable business opportunities to bring in new company revenue and improve bottom line profit.
  • Organized meetings between senior management and prospective customers.
  • Identified new customers through pipelining, pre-qualification and territory analysis and management.
  • Developed and significantly grew assigned territory using strong engagement and marketing skills.
  • Cultivated a culture of innovation and continuous improvement within the business development team.
  • Responded promptly to customer inquiries regarding their renewal status or any other related issues.
  • Partnered with marketing team members on cross-promotional campaigns targeting potential new customers as well as existing ones.
  • Managed customer renewals and account updates, including contact information, payment methods, product quantity.

Senior Mortgage Loan Closer

Capital One
Plano, TX
06.2012 - 01.2017
  • Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
  • Utilized CRM systems to effectively manage client interactions and follow-ups.
  • Processed funds disbursements for closed mortgage loans according to established procedures.
  • Maintained up-to-date knowledge of various loan products and compliance regulations.
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
  • Collaborated with company teams to expedite loan approval processes.
  • Analyzed financial statements, credit reports, appraisals and other relevant data associated with the loan application process.
  • Monitored progress of mortgage loans from origination through post-closing stages.
  • Reviewed loan documents for accuracy and completeness prior to closing.

Mortgage Closer

Bank of America
Dallas, TX
09.2010 - 07.2011
  • Recognized by management for providing exceptional customer service.
  • Coordinated with title companies to ensure timely delivery of documents to settlement agents.
  • Addressed and resolved applicant and borrower queries throughout the loan cycle.
  • Collected and verified financial information from applicants.
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
  • Worked closely with clients to ensure a smooth transition during the loan process.
  • Monitored loan progress, ensuring timely processing and closing.
  • Processed payoffs from other lenders as well as escrow accounts at time of closing.

Business Sales Representative

AT&T Mobility
Plano, TX
11.2007 - 09.2008
  • Followed up regularly with existing accounts via phone calls or emails.
  • Drafted promotional materials such as brochures, flyers, emails.
  • Maximized sales by keeping areas tidy, fully stocked and correctly priced.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Drove sales of company products and services by meeting with customers using strategic and organized approach.
  • Negotiated terms of sale with customers while maintaining positive relationships.
  • Identified customer needs by asking questions and advising on best solutions.
  • Exceeded sales objectives, delivered outstanding and comprehensive service to clients throughout sales process, understood client objectives and created proposals to achieve goals.

Education

Some College (No Degree) -

Collin College
Plano

Skills

  • Client Relationship Management
  • Sales Strategy Development
  • Business Growth Strategist
  • Sales Experience
  • Business-to-Business Sales
  • Skilled in Sales Calls
  • Goal Achievement
  • Transaction Management
  • Strategic Sales Oversight
  • Geographical Sales Management
  • Extensive Product Expertise
  • Proficient in Phone Sales

Timeline

Inside Sales Representative

Cable ONE
10.2023 - Current

Loan Closer Funder

Loan Depot
06.2022 - 05.2023

Business Development Manager

ESI
02.2017 - 02.2022

Senior Mortgage Loan Closer

Capital One
06.2012 - 01.2017

Mortgage Closer

Bank of America
09.2010 - 07.2011

Business Sales Representative

AT&T Mobility
11.2007 - 09.2008

Some College (No Degree) -

Collin College
Bradley Michael Orr