Chase Carmichael
Saint Louis,MO
Summary
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
5
5
years of professional experience
Work History
Sr. Mortgage Loan Officer
United Fidelity Funding Express
04.2021 - Current
- Assessed clients' financial situations in order to develop strategic financial planning solutions
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Explained very technical financial information to applicants in easy to understand language.
Sales Engineer - Automation
Fluid Power Engineering
11.2023 - 05.2024
- Analyzed client needs to tailor automation solutions that significantly boost performance.
- Driving the adoption of cutting-edge automation technologies to transform client operations.
- Focused on meticulous optimization of automation processes for improved operational efficiency.
Account Executive - Vertical Markets
Worldwide Express
06.2022 - 10.2023
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
- Assisted in the onboarding process for new clients, ensuring a smooth transition into the company's roster of accounts.
- Enhanced client satisfaction, conducting thorough needs assessments and delivering tailored solutions.
Mortgage Loan Officer Assistant
United Fidelity Funding Express
06.2020 - 04.2021
- Managed a pipeline of 15+ loans per month, as well as 5+ of my own production.
- Set up files using loan officer checklist and submitted on-time for processing.
- Streamlined loan documentation, enhancing processing efficiency and accuracy.
- Expedited loan closings, ensuring client satisfaction and timely fund disbursement.
Education
Bachelor of Science - Business Administration - Marketing
Southeast Missouri State University
Cape Girardeau, MO12-2020
Skills
- CRM management
- Consultative sales
- Product demonstrations
- Relationship development
- Financial analysis
- Attention to detail
Timeline
Sales Engineer - Automation
Fluid Power Engineering
11.2023 - 05.2024
Account Executive - Vertical Markets
Worldwide Express
06.2022 - 10.2023
Sr. Mortgage Loan Officer
United Fidelity Funding Express
04.2021 - Current
Mortgage Loan Officer Assistant
United Fidelity Funding Express
06.2020 - 04.2021
Bachelor of Science - Business Administration - Marketing
Southeast Missouri State University
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