Summary
Overview
Work History
Education
Skills
Certification
Honors And Recognition
Timeline
Generic

Bria Lindsey

Charlotte,NC

Summary

Customer-focused professional with 7+ years of experience across financial services, mortgage lending, media, and B2B account management. Proven ability to manage high-volume customer interactions, resolve complex issues, and translate customer needs into effective solutions while maintaining high satisfaction and retention. Adept at cross-functional collaboration, CRM systems, compliance-driven environments, and delivering consistent results in fast-paced, remote and hybrid settings. Brings a strong blend of customer advocacy, operational discipline, and relationship management suited for healthcare and service-oriented organizations.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Licensed Mortgage Loan Originator / Sales Account Executive

Better Mortgage
Charlotte, NC (Hybrid)
01.2022 - 06.2023

• Served as primary point of contact for a portfolio of 40–50 active customers while managing 300–400 outbound and inbound calls daily

• Consistently exceeded KPIs by closing 15 loans per day against a goal of 10

• Maintained an exceptional customer satisfaction score of 4.97/5 through consultative guidance and timely follow-up

• Educated customers on mortgage products, pricing options, and loan terms while ensuring compliance with regulatory standards

• Coordinated closely with real estate agents, underwriting, and operations teams to ensure seamless loan processing and closing

• Nominated for Q3 Sales Award; ranked among top performers for call volume, conversion, and customer reviews

Sales Development Associate

Better Mortgage
Remote
03.2021 - 12.2021

• Supported 50–75 customers per day via phone, email, and chat, addressing mortgage pre-application questions and guiding borrowers through next steps

• Managed outbound lead generation through Credit Karma and LendingTree, contributing to major deal closures

• Maintained and updated sales pipeline within Salesforce while collaborating with product, operations, and marketing teams

• Consistently exceeded monthly performance metrics including call pickup rate, QA scores, and file effectiveness

Sales Assistant II / Junior Account Executive

Cox Media Group
Charlotte, NC
02.2019 - 03.2021

• Supported 12 Account Executives across three television stations with advertising sales operations and client support

• Assisted with campaign execution, billing, invoicing, and performance reporting for local and national advertisers

• Built strong client relationships through phone, email, and in-person communication

• Conducted competitive spending analysis and campaign reporting using Kantar, Matrix, and WideOrbit

• Collaborated with production teams to ensure accurate and timely commercial delivery

Customer Success Team Lead / Account Manager

Diversey
Charlotte, NC
04.2018 - 02.2019

• Handled 125+ customer interactions daily, resolving claims, order issues, and account inquiries for major U.S. and Canadian clients

• Managed Essendant account ordering and contributed to revenue growth

• Promoted to Team Lead within one year due to outstanding performance and leadership

• Improved turnaround time and reduced call abandonment while exceeding all service metrics

• Partnered with internal teams to deliver consistent, high-quality customer outcomes

Correspondence Fulfillment Specialist

RoundPoint Mortgage Servicing Corporation
Charlotte, NC
09.2016 - 04.2018

• Drafted and reviewed customer correspondence in compliance with regulatory and style guidelines

• Partnered with Compliance and Business stakeholders on annual content reviews

• Monitored vendor performance and resolved production issues

• Supported internal teams with documentation accuracy and process improvements

Education

Bachelor of Arts - Political Science

Spelman College
Atlanta, GA
05-2016

Skills

  • Customer support and advocacy
  • Account management and retention
  • High-volume call handling
  • CRM and Salesforce expertise
  • Process improvement strategies
  • Cross-functional collaboration
  • Compliance and risk awareness
  • Financial services and lending knowledge
  • Client communication skills
  • Performance metrics and KPIs analysis
  • Data management proficiency
  • Sales techniques development
  • Microsoft Office and Google Workspace proficiency
  • Slack communication tools
  • Analytical and critical thinking skills
  • Report preparation expertise

Certification

  • NMLS Licensed Mortgage Loan Originator, Active through 01/27
  • SAP Certified

Honors And Recognition

  • Top 5% Ally Sales Development Associates (2022)
  • Q3 Value Add Salesperson - Diversey
  • Employee of the Month - RoundPoint Mortgage
  • Bonner Scholar
  • Delta Epsilon Iota Academic Honor Society

Timeline

Licensed Mortgage Loan Originator / Sales Account Executive

Better Mortgage
01.2022 - 06.2023

Sales Development Associate

Better Mortgage
03.2021 - 12.2021

Sales Assistant II / Junior Account Executive

Cox Media Group
02.2019 - 03.2021

Customer Success Team Lead / Account Manager

Diversey
04.2018 - 02.2019

Correspondence Fulfillment Specialist

RoundPoint Mortgage Servicing Corporation
09.2016 - 04.2018

Bachelor of Arts - Political Science

Spelman College
Bria Lindsey