Christopher Bohan
North Kingstown,US
Summary
Motivated Sales Representative with expertise in client relationship cultivation, executing sales strategies, and exceeding goals. Skilled in leveraging product knowledge to secure new business and maintain existing accounts. Recognized for innovative problem-solving and building client rapport to foster loyalty.
Overview
24
24
years of professional experience
Work History
Commercial Lines Account Manager
Cross Insurance
East Providence, RI
01.2023 - Current
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Reviewed client policies and identified areas of potential risk or coverage gaps.
- Developed appropriate quotes based on risk information.
- Maintained up-to-date knowledge of industry trends, regulations, products and services offered by carriers.
Account Manager
Carrington Mortgage Services
Warwick, US
01.2021 - 11.2022
- Processed loans for Non-QM loan program and helped build and maintain broker relations.
- Compiled comprehensive financial information for application processing
- Provided detailed information on loan eligibility criteria to brokers
- Collaborated with underwriters to resolve application problems
Home Loan Advisor
Citizens Bank
Warwick, US
05.2009 - 01.2021
- Built relationships with branch colleagues and premier manager partners to increase lending opportunities
- Provided guidance and advice to borrowers on the best mortgage product that meets their needs.
- Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
- Coordinated communication between multiple parties involved in the home loan process.
- Resolved customer complaints in a timely manner while adhering to company policies.
Sales Team Leader
InterBay Funding, LLC
Mansfield, US
07.2000 - 07.2008
- Team Lead and Senior Loan Officer for Michigan and New York territories
- Guided junior loan officers' and sales assistants' performance
- Oversaw a network of over 500 brokers
- Guided brokers on commercial business origination
- Ranked consistently among top producers
Education
Bachelor of Arts - History
University of Rhode Island
Kingston, RI05.1995
Skills
- Client Relationship Management
- Account development
- Team Training
- Comprehensive Financial Analysis
- Excellent communication skills
- Performance-Focused
Timeline
Commercial Lines Account Manager
Cross Insurance
01.2023 - Current
Account Manager
Carrington Mortgage Services
01.2021 - 11.2022
Home Loan Advisor
Citizens Bank
05.2009 - 01.2021
Sales Team Leader
InterBay Funding, LLC
07.2000 - 07.2008
Bachelor of Arts - History
University of Rhode Island
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