Bryan Gilbert

Attends meetings with C Suite, owners and staff of medical and dental businesses to demonstrate our software's capabilities

Identifies unique pain points for each potential client to create solutions to their problem by purchasing our software

Utilizes CRM for workflow to create a routine of following up with leads and solidifying new accounts

Consistently surpassed monthly sales quota to help reach a record year of revenue for company

Collaborated closely with CEO to establish new products, generating more revenue and giving clients a wider variety of solutions

Prospected and cold-called new accounts, generated leads, and single handedly established name brand recognition

Top Rep many months by maintaining positive energy and solid metrics

Provided sales support by qualifying leads and creating new meetings for Account Executives

Presented professional image consistent with company's brand values

Provided expert support and understanding of the loan flow inside of Post Closing, the loan process (application to funding)

Multi-tasked between lines of business, investors-escalated tasks

Gathered needed information to clear exceptions in loan files to meet investors' requirements for purchase

Solid knowledge and understanding of supporting documents for mortgage loan files and gathers needed documents and information to clear deficiencies in loan files that are identified after the loan has been purchased by investors and bond agencies

Responsible for checking the accuracy and completeness on loans prior to Closing/Funding including Conventional, FHA and VA, USDA & Bond mortgage loans, for both purchase and refinances transactions on Primary, Secondary or Investment properties

QC of loan files, focusing on misrepresentation and fraud prevention; completing reports based on audit findings; providing feedback to all Regional Operation Centers

Specialization in creating and recording Mortgage/Deed of Trust Assignments, Curative Assignments, Affidavits and Rescission Documents

Tracked and processed monthly accounting statements

Delivered formal training presentations to team members resulting in maximized performance

Expertise in creating and recording Mortgage/Deed of Trust Assignments

Managed pipeline of 80-100 files daily

Assisted management with improving processes to maximize productivity