Cassandra Odum

• Managed a pipeline of 100-140 accounts simultaneously maintaining organization and prioritizing tasks efficiently utilizing Salesforce
• Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for previous advertisers to address performance concerns
• Maintained up-to-date knowledge on product offerings, ensuring accurate representation. during sales pitches or negotiations with clients.
• Negotiated contracts successfully, securing favorable terms for both the company and clients.
• Developed detailed reports analyzing account performance data, providing valuable insights for future strategy adjustments
• Developed a solid pipeline of prospects through diligent research and targeted outreach efforts. Exceeded required average of 80 dials and 50 emails daily.
• Assisted in the onboarding process for new advertisers ensuring a smooth transition into the roster of active, proficient Yelp platform users
• Conducted market analysis to identify trends and adjust sales strategies accordingly.

• Credentialed,credentialed,ManagedManaged high volume of loan scenario questions and for all loan submissions for existing broker base. This encompassed incoming and outbound calls, text, emails and in person meetings to maximize touch with 65-70 mortgage broker shops, and over 150 loan officers throughout Georgia,
• Procured new business through cold malls, marketing and trade shows, and increased revenue within territory.
• Coordinated with facilities and internal teams to meet contract and client requirements.
• Exceeded quarterly sales targets by consistently pursuing new business opportunities and expanding existing accounts.
• Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
• Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
• Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
• Managed accounts to retain existing relationships and grow share of business. Vetted, credentialed, and submitted full broker approval packages for new brokers, tracking process until approval stage
• Resolved problems with high-profile customers to maintain relationships and increase return customer base.
• Established and maintained strong working relationships with both internal colleagues and external partners, fostering collaboration and teamwork for successful account management.

*Position dissolved due to merger and redundancy*

• Trained clients on Lender proprietary LOS software, DU, LP, loan submission policies, procedures, and guidelines to facilitate successful transition and closing of brokers' loans
• Administered pipeline management skills, established controls tracking critical touchpoints, i.e., lock-ins, approvals, collateral within Encompass and multiple LOS systems
• Trained clients on Lender proprietary LOS software, DU, LP, loan submission policies, procedures and guidelines to facilitate successful transition and closing of brokers' loans

***Company closed abruptly***

• Reviewed mortgage loan files for compliance with guidelines and investor requirements. Verified closed-loan file data and articulated findings accurately in proprietary due diligence systems.
• Maintained highly-proficient knowledge of Lender/investor and agency specific guidelines for FNMA/FHLMC, VA, FHA, USDA AND Non-QM loans, as well as TIL, HUD-1, CD/LE, ATR/QM requirements.
• Analyzed closed-loan credit packages, including but not limited to: mortgage applications, property appraisals, credit report (and supporting documentation), title documents and all applicable compliance documents to ensure adherence to lender and federal guidelines.

• Managed construction loan submissions and pipeline, ensuring timely processing and compliance. Closed 20+ construction loans mortgages monthly,

*Downsized - BB&T merger resulted in redundancy in position*

• Achieved maximum adherence to Client Service Level Agreements, and enhanced client relationships with elevated level of contact and personal feel to process.
• Partnered with Underwriters and TPO analysts to reconcile underwriting decisions, clear pre-close and pre purchase conditions and manage assigned pipeline.
• Achieved maximum adherence to Client Service Level Agreements, and enhanced client relationships with elevated level of contact and a personal feel to process.
• Identified and assessed sales trends with client submissions to improve pull-through ratios.

***Business closed - office exposed to COVID-19***

Underwrote and average of 3-5 loans daily of various mortgage loans, performed risk assessments, and maintained compliance.

• Contract underwriter with command of Conventional, Conforming, Non-Confirming, VA, FHA, USDA and Non-QM mortgage loans for, but not limited to, the following Lenders:

Bank of America / Wells Fargo/BB&T / JPMorgan Chase / CitiMortgage

GMAC / Merril Lynch / PNC Bank / Flagstar / Credit Suisse / PHH/

FLEET / AHMSI / BANCO Popular /ALLY Bank / U.S. Bank Home Mortgage

National City /Quicken (MDMC) / SunTrust /Loan Depot /Rocket Mortgage.

• Achieved President's Club status as top producer for Anesthesia Division within 6 months of hire
• Contacted client facility leaders including c-suite executives, medical directors and department heads to qualify them, negotiated contract terms and rates for Anesthesia coverage for hospitals and groups, assessed and forecasted hospital needs for locum tenens coverage in critical departments
• Achieved/exceeded daily and monthly activity goals and metrics as set by management; exceeded KPI metrics for required communication activity

· Contact new clients upon registering on the LocumTenens.com website or affiliated site and educate them on company's services, resources, and processes managed client relationships, and met activity goals.

• Excelled in CRM efficiency to manage multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
• Identified and addressed areas for improvement in sales strategies, leading to more efficient and effective sales cycles.
• Led negotiations, securing deals that aligned with both client expectations and company goals.
• Negotiated favorable terms in high-stake contracts, ensuring profitability and long-term partnership viability.

• : Consistently ranked among top 5 Account Executives in production for Georgia. Funded average of $12.9M per month in closed loans. The top production month was $20.2M.
• Developed and close on leads for new broker accounts; maintained service levels with existing pool of clients through direct calls, site visits, strong territory management, conferences, training classes, and sales and marketing campaigns
• Communicated guideline and loan program requirements/updates and identified current and expanded capabilities of Countrywide's products and services to provide varying lending options for prospective and current clients. Researched regional market viability and competitive pricing to highlight competitive advantages of Countrywide

***Company Closed***

Highlights - Fundings within 3 months of hire surpassed Branch production record of 68 loans funded. Exceeded this tier and closed 79 loans, with 0 loans on first-payment default list

• Proactively managed mortgage loan pipelines for assigned Region/Account Executives, with record of increasing submissions and funding ratios average of 60% for assigned brokers
• Filtered questions from Correspondent and Broker Client through guidelines, reviewed and cleared all conditions (with exception to collateral/appraisal)
• Maintained SLA's on approvals, review of conditions, loan exceptions and reworks to both internal and external customers

***Company Closed***

• Reviewed construction loan files and managed loan process from application to closing.
• Improved team productivity with regular communication and progress updates, fostering collaborative work environment. 30-60 inbound calls as well as 50-75 outbound calls and emails combined daily
• Enhanced operational workflows by maintaining well-organized LOS documentation systems and updating 70-125 CRM records accurately as needed daily
• Increased client satisfaction by facilitating clear and consistent communication between project teams and stakeholders.
• Kept high average of performance evaluations.

***Company Closed***