Years of professional experience in exceeding KPIs
Craig Jones
Lavon,TX
Summary
Accomplished Sr. Client Relationship Manager with proven expertise in operational integration, partnership development and revenue generation. Skilled in developing lasting client rapport based on knowledgeable support with a consistent strong worth ethic.
Overview
20
20
1
1
Accredited Mortgage Professional
Work History
Sr. Client Relationship Manager
Mr. Cooper Mortgage
Coppell, TX
06.2016 - Current
- Maintained long-term, profitable relationships with clients through problem solving, issue resolution and recommendation of new products and services.
- Identified opportunities within existing accounts by recognizing potential revenue sources or cost savings measures.
- Analyzed client portfolios and provided recommendations for improvement based on market trends and individual objectives.
- Participated in secondary conferences, workshops, seminars, to promote the company's services and products.
- Implemented process improvements to increase efficiency in handling client inquiries and requests.
- Conducted training sessions for staff members to ensure that they are up-to-date with industry knowledge and regulations.
- Created performance metric reports for benchmarking using strong data visualization to provide clear value-added input that management or customers can render actionable insights with the information. Tracks ongoing progress and results for products and pilot programs.
- Aimed to drive efficiency, innovation, and agility throughout our organization by leading performance-oriented operation calls. Through strategic alignment, continuous improvement, and decisive action, we will harness our collective capabilities to achieve sustainable growth and deliver value to our stakeholders.
Branch Sales Manager
Freedom Mortgage Corporation
Rockwall, TX
05.2016 - 06.2016
- Developed and implemented sales strategies to increase branch profitability.
- Monitored and analyzed market trends, competitor activity, product innovations, and customer needs and preferences.
- Coached staff on product knowledge, sales techniques, and customer service standards.
- Conducted regular performance reviews of the sales team to ensure goals were met.
- Provided leadership in developing effective marketing plans for new products or services.
- Established relationships with key customers to foster loyalty and repeat business opportunities.
Education
AMP - Accredited Mortgage Professional
Mortgage Bankers Association
01.2024
BBA - Business Management
University of North Texas
Denton, TX12.2003
Skills
- Team Leadership and Collaboration
- Customer Engagement
- Problem-Solving Aptitude
- Relationship Building and Management
- Client Service-Driven
- Business Analysis
- Credit History Analysis
- Account Management
- Customer Portfolio Management
- Market Trend Analysis
- Staff Training and Development
- Profit and Revenue-Generating Strategies
- Goal Setting and Achievement
- Presentation Development
- Internal and External Communications
Timeline
Sr. Client Relationship Manager
Mr. Cooper Mortgage
06.2016 - Current
Branch Sales Manager
Freedom Mortgage Corporation
05.2016 - 06.2016
AMP - Accredited Mortgage Professional
Mortgage Bankers Association
BBA - Business Management
University of North Texas
Certification
- Accredited Mortgage Professional-2024
Accomplishments
- 2018 Mr Cooper Correspondent Originations & Operations Incentive Trip Winner
- 2020 Mr Cooper Correspondent Originations & Operations Incentive Trip Winner
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