Charles Christopher Copeland
Woodstock,GA
Summary
Talented Closer well-versed in loan closing processes and documentation requirements. Maintain full calendar of closings and easily handle more than 50 per month. Keep paperwork organized for smooth closings. Detail-oriented and methodical, successful in assembling closing documentation for all loans and cash transactions. Work quickly and accurately to meet strict standards, clear issues and prepare document packages. Handle industry-funded and government-backed loans with skill and efficiency.
Overview
10
10
years of professional experience
Work History
Closer
Perrie & Associates, LLC
12.2016 - Current
- Managed a pipeline of prospects, maintaining consistent follow-ups to ensure timely closings.
- Maintained high levels of customer satisfaction by addressing concerns promptly and professionally throughout the closing process.
- Managed competing priorities under tight deadlines while maintaining accuracy in document preparation for smooth transaction completion.
- Delivered positive customer experiences and successful deal closures through open, constructive communications.
- Served as a reliable point of contact for both internal teams and external partners throughout deal closures ensuring efficient information flow.
- Mentored junior colleagues in closing techniques, contributing to overall team success and growth.
- Identified areas for process improvement within the closing department leading to enhanced efficiency, reduced errors and cost savings.
- Handled complex real estate transactions adeptly, navigating challenging situations while maintaining client trust and satisfaction.
- Consulted with clients to recognize needs and provide tailored solutions.
- Verified closing financial disclosure amounts against settlement and escrow agent figures to accurately reflect borrowers' bottom-line costs.
- Streamlined closing processes by implementing efficient organizational systems, improving overall productivity.
Owner/Operator
Self Employed
03.2014 - 12.2016
- Managed day-to-day business operations.
- Provided exceptional customer service, addressing issues promptly to ensure customer satisfaction and repeat business.
- Increased customer satisfaction by providing high-quality services and timely communication.
- Managed daily operations for optimal efficiency, streamlining processes to reduce costs.
- Spoke professionally with customers regarding complaints, gathering all necessary information to make educated decisions and address issues.
- Consulted with customers to assess needs and propose optimal solutions.
Education
No Degree - Business Administration
North Metro Technical College
Acworth, GASkills
- Data Collection
- Target Achievement
- Objection handling
- File Management
- Relationship Management
- Building rapport
- Customer Communication
- Closing Documentation
- Closing support
- Calculations Review
- Deposit and Payment Collection
- Loan Disbursement
Timeline
Closer
Perrie & Associates, LLC
12.2016 - Current
Owner/Operator
Self Employed
03.2014 - 12.2016
No Degree - Business Administration
North Metro Technical College
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