Summary
Overview
Work History
Education
Skills
Timeline
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Cory Duncan

Olathe

Summary

Developed key skills in fast-paced sales environment, including team leadership, strategic planning, and customer relationship management. Proven ability to drive sales growth and enhance team performance. Looking to transition these skills into new field, contributing to dynamic and results-oriented team.

Overview

3
3
years of professional experience

Work History

Sales Manager

Global Equity Finance
07.2024 - Current
  • Manage 10–25 sales reps, driving weekly targets of 2 in-process loans per rep.
  • Train new hires and junior loan officers; lead study sessions to support licensing exam success.
  • Interview and onboard new reps, ensuring top talent acquisition.
  • Conduct daily call and pipeline reviews to optimize performance and conversions.
  • Boosted team productivity by 300% through focused outbound sales strategies and CRM optimization.

Sales Associate Manager

Global Equity Finance
06.2023 - 07.2024
  • Led a team of 35–40 outbound sales reps and 2 assistant managers focused on mortgage refinance outreach.
  • Designed and implemented training programs to improve sales scripting, objection handling, and call flow.
  • Increased conversion rate from 2% to 7% within one year by optimizing call strategy and coaching techniques.
  • Monitored performance metrics, conducted live call coaching, and delivered regular feedback to boost team effectiveness.
  • Streamlined onboarding and upskilling processes, reducing ramp time for new hires.

Junior Loan Officer

Global Equity Finance
02.2023 - 06.2023
  • Handled inbound warm leads and converted prospects into qualified, approved loan applicants for the company’s top-producing sales rep.
  • Managed a pipeline of 30–50 clients, performing consistent follow-ups to move files through the approval process.
  • Collected and organized required documentation, scheduled appointments, and facilitated signing of disclosures.
  • Coordinated with clients to present approved loan options and ensure smooth transitions through each stage of the loan cycle.

Sales Associate

Global Equity Finance
10.2022 - 02.2023
  • Made 300–600 outbound calls daily to generate interest in mortgage refinancing and transfer qualified leads to loan officers.
  • Achieved 7 promotion tiers in just 2.5 months — a process that typically took top reps over a year — by consistently outperforming peers.
  • Set new company records with 54 transfers in a single day and over 180 in one week, more than doubling previous benchmarks.
  • Raised performance standards across the team, increasing expectations from 20–25 daily transfers to 40+ through example and peer influence.
  • Recognized for breaking a 20-year company record and establishing new productivity benchmarks.

Education

High School Diploma -

Patrick Henry Highschool
San Diego, CA

Skills

  • High-Volume Sales Execution: Proven ability to manage and perform in high-pressure environments, making 300–600 outbound calls daily and consistently exceeding conversion benchmarks
  • Sales Leadership & Team Development: Experienced in leading teams of 10–40 sales reps, coaching assistant managers, and driving team-wide productivity improvements through structured training, call reviews, and performance feedback
  • Training & Onboarding: Designed and led comprehensive training programs for new hires and junior loan officers, significantly reducing ramp-up time and improving licensing exam pass rates
  • Pipeline & CRM Management: Skilled in managing active client pipelines of 30–50 accounts, overseeing document collection, appointment setting, and CRM tracking using tools like FileMaker
  • Record-Breaking Performance: Fast-tracked through seven promotion tiers in under 3 months, broke multiple long-standing company records for daily and weekly transfer volume, and increased conversion rates from 2% to 7% within a year
  • Process Optimization & Goal Attainment: Adept at identifying inefficiencies, refining call scripts and strategies, and driving measurable improvements in team performance and client engagement
  • Inbound & Outbound Sales: Versatile across both inbound lead handling and outbound prospecting, with a strong focus on mortgage products and refinance solutions

Timeline

Sales Manager

Global Equity Finance
07.2024 - Current

Sales Associate Manager

Global Equity Finance
06.2023 - 07.2024

Junior Loan Officer

Global Equity Finance
02.2023 - 06.2023

Sales Associate

Global Equity Finance
10.2022 - 02.2023

High School Diploma -

Patrick Henry Highschool

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