Driven Sales Professional and mortgage program expert with a track record of developing and managing a team as well as facilitating sales and growing business.
Overview
9
9
years of professional experience
Work History
Senior Loan Officer
Refi.com
Springfield, MO
08.2025 - Current
Evaluated borrower eligibility and financial stability for mortgage applications.
Developed tailored mortgage solutions to meet diverse client needs and improve satisfaction rates.
Collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients.
Achieved high levels of client retention by providing exceptional service throughout the loan origination process.
Established a reputation as an expert in various loan programs, becoming a trusted resource for colleagues and clients alike.
Senior Mortgage Broker
Juncture Mortgage
Liberty, MO
05.2023 - 06.2025
Implemented marketing strategies to expand client base and increase loan volume.
Conducted thorough pre-qualification analyses to match potential borrowers with appropriate loan products for their needs.
Educated clients on various loan products available to them, ensuring they made informed decisions regarding their financing options.
Regularly reviewed and updated loan pricing to maintain competitiveness in the marketplace and maximize profitability for the company.
Proactively identified solutions for customers experiencing credit issues.
Led agent trainings and sales workshops to teach about new products and mining their network for leads
Mortgage Team Lead
Fountain Mortgage
Prairie Village, KS
02.2022 - 03.2023
Built a new sales division from the ground up
Sourced new lead relationship and built out the workflow and strategy for the new division
Managed lead buy and budget as well as profitability for the division
Interviewed and trained new LO's that we hired
Senior Loan Officer
First Mortgage Direct
Kansas City, MO
01.2021 - 01.2022
Originated, reviewed, processed, closed and administered customer loan proposals.
Recommended loan approvals and denials based on customer loan application reviews.
Reviewed and edited loan agreements to promote efficiency and accuracy.
Submitted loan applications to underwriter for verification and recommendations.
Senior Remote Loan Officer
Homestead Financial Mortgage
St Louis, MO
08.2020 - 01.2021
Called clients to sell mortgage and refinance options
Guided loan through completion by collecting documents needed and following up with client until signing
Developed and maintained relationships with local real estate agents.
Proactively identified solutions for customers experiencing credit issues.
Remote Senior Mortgage Banker
Quicken Loans
09.2019 - 07.2020
Took inbound calls from new refinance leads and managed current pipeline of prospects
Negotiated mortgage terms and fees with clients to capture business
Consistently submitted 20+ loans per month
Co-Owner
1st Priority Property Services
10.2017 - 12.2019
Collaborated with nation field services companies to schedule field service work and securing of foreclosed properties.
Managed team of general contractors and subcontractors to complete work on time and within budget.
Conducted routine quality audits to verify progression against specifications and initiated corrective actions to remedy concerns.
Kept sites compliant with OSHA, federal, state and local regulations to prevent unnecessary delays.
Education
High School Diploma - undefined
Fort Scott Christian Heights
Fort Scott, KS
05-1996
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Mid America Nazarene University
Olathe, KS
Skills
Over fifteen years of mortgage sales experience and extensive product and guideline knowledge
Expert knowledge of systems used for loan origination
Strong consultative sales skills and experience
Five years of call center management and training experience
Experienced in hiring and building a new team and developing new reps
Mentored and managed team of fifteen to twenty sales agents
Managed lead buy and sourcing for leads for the team
Built out conversion analytics and data to improve lead conversion and profitability
Managed team revenue targets and profitability strategy