Brendan Sohan
Wappingers Falls,NY
Summary
Talented "People Person" with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills. Looking to get back into the ERP industry either in a sales or consultative role.
Overview
17
17
years of professional experience
5
5
years of post-secondary education
Work History
Mortgage Loan Originator
USA Mortgage/DAS Acquisition
12.2020 - Current
- Helped clients finance their homes, vacation homes and investment properties
- Managed a pipeline of mortgage applications, prioritizing tasks to ensure timely closings and meet clients'' needs.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Developed and implemented marketing campaigns to generate new business opportunities.
- Streamlined the loan origination process with thorough pre-qualification assessments, resulting in faster decision-making.
- Explained very technical financial information to applicants in easy to understand language.
Solutions Sales Consultant
JMT Consulting Group
09.2010 - 12.2020
- Quota driven sales role targeting nonprofit organizations (software and services)
- Provided ongoing support to clients post-implementation, ensuring long-term success of implemented solutions.
- Collaborated with teams to define, strategize, and implement finance and ERP strategies.
- Negotiated contracts on behalf of clients, securing favorable terms that contributed to their overall success.
- Developed innovative strategies for clients, resulting in increased revenue and business growth.
- Created and managed project plans, timelines and budgets.
- Facilitated meetings with stakeholder groups to gain consensus on priorities and approaches for tackling identified issues or opportunities.
Outside Sales, Inside Sales, Demand Generation
Foedus, LLC (Virtualization Services Provider)
03.2007 - 02.2009
- Virtualization business development, services.
- Executed comprehensive marketing plans that consistently achieved targets for increased revenue.
- Increased conversion rates through targeted nurturing programs tailored to different stages of the buyer's journey.
Education
Bachelor of Arts - Music
University of New Hampshire
Durham, NH 05.2002 - 05.2007
Skills
Manage client mortgage process from application to funding
Evaluate borrower creditworthiness
Negotiate and extend terms to borrowers
Manage internal CRM and lead generation platforms
Nonprofit accounting, fundraising, HR/EWS, CRM software/SaaS sales (Sage, Community Brands, Salesforce, Intacct, Gmail Suite, Microix, Nexonia, Adaptive Insights, application hosting)
Consulting services (IMG Audit, BPR, module services, migration services, interfaces, database modifications)
Initiate and maintain new business ERP systems to new and existing clients (cold call, email, social, networking)
Maintain and service existing business
Conduct scoping, discovery and planning sessions for financial management application implementations
Represent company at trade shows
Personal
Enjoys technology, playing in a local cover band, coaching youth sports and spending time with family
Timeline
Mortgage Loan Originator
USA Mortgage/DAS Acquisition
12.2020 - Current
Solutions Sales Consultant
JMT Consulting Group
09.2010 - 12.2020
Outside Sales, Inside Sales, Demand Generation
Foedus, LLC (Virtualization Services Provider)
03.2007 - 02.2009
Bachelor of Arts - Music
University of New Hampshire
05.2002 - 05.2007