Summary
Overview
Work History
Education
Skills
Timeline
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Chad Harris

Plano,TX

Summary

  • Dedicated Account Manager versed in managing key accounts to promote client satisfaction and retention. Communicative and collaborative with proven history of liaising between personnel and clients to foster seamless communication. Offering many years of industry experience.
  • Results-driven professional in sales management, known for high productivity and efficient task completion. Skilled in strategic planning, customer relationship management, and team leadership. Excel in communication, negotiation, and problem-solving to achieve sales targets and business growth.
  • Detail-oriented Mortgage Loan Officer with years of experience. Adept at planning and working with clients for long periods of time. Committed to accuracy and financial success.
  • Energetic Restaurant Team Manager remaining composed in fast-paced environments. Knowledgeable individual willing to take customer orders and clean areas so that the restaurant exceeds food safety regulations. Outgoing employee with great attendance record.
  • Sociable Server offering 10 years of experience delivering friendly, prompt service to customers. Skillful in making personalized menu recommendations and managing closing duties. In-depth knowledge of POS system operations and food safety and sanitation regulations.

Overview

11
11
years of professional experience

Work History

Client Account Manager

Chorbie
Frisco, TX
06.2022 - Current
  • Proactively learn and stay updated on all service offerings and processes.
  • Effectively communicate service information to clients, ensuring clarity and satisfaction.
  • Responsive and available beyond standard business hours, answering calls, emails, and texts promptly.
  • Facilitate sales processes, contributing to revenue growth, and client acquisition.
  • Foster exceptional communication by maintaining client accounts and collaborating with team members.
  • Maintain ongoing communication with field operations, administration, management, and clients.
  • Thoroughly review and report daily schedules, timesheets, and GPS systems as needed.
  • Assist in dispatching and scheduling work, optimizing efficiency, and meeting deadlines.
  • Support leadership by assisting in assigned projects and tasks, contributing to organized success.

Mortgage Loan Officer

Amerisave
Melissa, TX
11.2021 - 06.2022
  • Qualified clients through review of income, property, assets and credit in order to provide best financial refinance options
  • Main point of contact for clients from initial interaction to closing of their purchase and refinance options
  • Submitted applications to credit analysts.
  • Developed and maintained relationships with local real estate agents.

Senior Mortgage Banker

Quicken Loans
Phoenix, AZ
10.2019 - 11.2021
  • Main point of contact for clients from initial interaction to closing of their refinance loans
  • Tailored custom mortgage solutions for clients with options such as debt consolidation, rate and term refinance and cash out transactions
  • Qualified clients through review of income, property, assets and credit in order to provide best financial refinance options
  • Averaged over 140% to goal on closable loans through phone sales
  • Originated refinance loans in 10 states while adhering to federal and state regulations to maintain compliance in mortgage lending
  • Managed pipeline of over 125 clients

Impound Coordinator

Bridgecrest
Tempe, AZ
02.2014 - 10.2019
  • Responsible for negotiating storage fees on impounded vehicles with impound yards and police departments
  • Coordinated transport of our vehicle from impound yard to auction
  • Maintained profit and loss statement for our team on a monthly basis to show loss/gain
  • Collaborated with cross-functional teams to plan daily activities and operations to meet targets.

Education

High School Diploma -

Desert Hills High School
Gilbert

Skills

  • Relationship selling
  • Key account generation
  • Certified Mortgage Loan Originator
  • Financial analysis
  • Client account management

Timeline

Client Account Manager

Chorbie
06.2022 - Current

Mortgage Loan Officer

Amerisave
11.2021 - 06.2022

Senior Mortgage Banker

Quicken Loans
10.2019 - 11.2021

Impound Coordinator

Bridgecrest
02.2014 - 10.2019

High School Diploma -

Desert Hills High School

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Chad Harris