Charlene Reese
Plymouth,MA
Summary
Experienced Financial Services Consultant and proven leader at building driving business by developing new prospects and accounts and managing customer relationships to achieve sales goals. Expert at developing key relationships with decision-makers and C-suite executives. To seek position that offers professional challenges utilizing interpersonal skills, excellent time management, and problem-solving skills.
Overview
13
13
years of professional experience
Work History
Lending Specialist
C2 Financial Corporation
San Diego, CA
03.2020 - Current
- Top 10 Producing Loan Officer in 2020 and 2021.
- Customer Relationship Development, Financial Analysis, and underwriting experience.
- Handle customer complaints with relative ease by conducting research, listening carefully, and taking appropriate action.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales of 28%.
- Assisted senior-level credit officers with complex loan applications.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Executive Mortgage Banker
William Raveis Mortgage LLC
Cohasset, Norwell, MA
08.2019 - 07.2020
- Conducted weekly sales meeting presentations, training Real Estate Agents in cross-selling financial products, and financing strategies to drive purchase sales.
- Worked with underwriters to fix application problems and resolve issues.
- Handled customer complaints with relative ease by conducting research, listening carefully, and taking appropriate action.
- Monitored pipelines daily with staff to track and log status of loans.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual mortgage production by over 33%.
Vice President
Merrill Lynch, Bank of America, One Financial Center
, Providence RI
06.2018 - 05.2019
- Spearheaded key customer trends initiative that resulted in 28% growth in new client assets.
- Increased Financial Advisor mortgage referrals by over 23% using digital marketing expertise, and CRM analytics.
- Engaged, advised, and collaborated with Financial Advisors, Private Bankers, and C-suite Executives.
- Established performance goals for department and provided methods for reaching milestones.
- Attended trade shows and client meetings, promoting company brand and building rapport with prospects and partners.
- Identified and solved issues with production, workforce, and material sourcing to drive business objectives.
- Evaluated product development strategies and prepared alternative approaches to exceed goals.
- Managed divisional marketing, advertising, and new product development.
President / Owner
Mortgage Home Loan Team, LLC
Granite Bay, CA
05.2009 - 05.2018
- Managed day-to-day business operations of successful mortgage office. Awarded Loan Officer of the Year in 2014.
- Consulted with customers to assess needs and propose optimal solutions.
- Trained and motivated employees to perform daily business functions.
Education
Bachelor of Arts -
California State University
Sacramento, CASkills
- Database Management, CRM, Salesforce, and SaaS
- Advanced MS Excel V-LOOKUP, H-LOOKUP
- Customer Relationship Management
- Analytical and Critical Thinking
- Reviewing Financial Statements
- Automated Underwriting Systems
- Loan Operations
- Networking and Partnership Development
- Multiple Priorities Management
- Debt Restructuring and Refinancing
- Consultative Sales Techniques
- Key Performance Indicators (KPIs)
Timeline
Lending Specialist
C2 Financial Corporation
03.2020 - Current
Executive Mortgage Banker
William Raveis Mortgage LLC
08.2019 - 07.2020
Vice President
Merrill Lynch, Bank of America, One Financial Center
06.2018 - 05.2019
President / Owner
Mortgage Home Loan Team, LLC
05.2009 - 05.2018
Bachelor of Arts -
California State University
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