Bridgett Ballard
Farmers Branch,TX
Summary
Results-driven financial services professional with more than a decade of expertize in client-facing roles, regulatory compliance, and financial product
Results-driven sales professional with solid experience in driving revenue growth and fostering long-term customer relationships. Proven track record in identifying opportunities, negotiating deals, and delivering tailored solutions. Strong focus on team collaboration and adaptability to changing needs. Skilled in CRM software, lead generation, and strategic account management. Dependable and committed to exceeding targets.
Overview
7
7
years of professional experience
Work History
Enrollment Specialist
Thriveworks
06.2024 - Current
- Providing information to our clients/partners regarding our counseling and psychiatry mental health services
- Scheduled appointments and cross selling on each call ensuring sales conversion exceed 48-60% by utilizing our CRM platform
- Improved data integrity within the system through diligent verification of clients information, reducing errors and discrepancies.
Loan Officer
AAFMAA Mortgage Services
04.2022 - 05.2024
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
- Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
Client Relationship Manager
Caliber Home Loans
09.2019 - 01.2022
- Developed and maintained strong client relationships, ensuring high levels of satisfaction and retention at levels greater than 85%
- Facilitated communication between clients and internal teams to streamline loan processes and resolve issues.
- Analyzed client needs to provide tailored mortgage solutions, enhancing customer experience and loyalty.
- Led initiatives to improve service delivery, resulting in more efficient handling of client inquiries and requests.
Mortgage Consultant
Caliber Home Loans
01.2019 - 08.2020
- Guided clients through mortgage application process, ensuring compliance with regulations and lender requirements.
- Analyzed financial documents to assess borrower eligibility and recommend suitable loan products.
- Educated clients on mortgage options, helping them make informed decisions tailored to financial goals.
- Streamlined communication between clients, underwriters, and real estate agents to expedite loan processing.
- Mediated communication between borrowers, lenders, underwriters, and other stakeholders involved in the mortgage process to ensure timely completion of transactions.
Skills
- Sales experience
- CRM Platforms
- Documentation management
- Applicant screening and product knowledge
Timeline
Enrollment Specialist
Thriveworks
06.2024 - Current
Loan Officer
AAFMAA Mortgage Services
04.2022 - 05.2024
Client Relationship Manager
Caliber Home Loans
09.2019 - 01.2022
Mortgage Consultant
Caliber Home Loans
01.2019 - 08.2020
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