Summary
Overview
Work History
Skills
Accomplishments
References
Timeline
Generic

Dana Copeland

Olathe,KS

Summary

Organized Mortgage Loan Officer with 5 years of experience with purchase and refinance transactions. Extensive real estate knowledge and success in client education. Adept at mathematical accuracy and following financial regulations.

Overview

10
10
years of professional experience

Work History

Mortgage Loan Officer

Zillow Home Loans
11.2017 - 11.2022
  • Managed over 50 calls a day to prospects and real estate agents.
  • Worked with underwriters to cover stipulations and resolve issues.
  • Explained different types of loans pertaining to client situations.
  • Fielded customer complaints and provided solutions.
  • Implemented sales strategies that established relationships with realtors and CPAs.

Sales Account Manager

TAFS
12.2015 - 11.2017
  • Explain factoring services to newly licensed, self employed truck drivers.
  • Negotiated prices, terms of sale and service agreements.
  • Maintained high standards of customer service by answering pricing, availability, use and credit questions accurately.
  • Consulted with clients after sales and contract signings to resolve problems and provide ongoing support.
  • Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations.
  • Trained peers and management team on internal system supports and implementation plans.

Account Executive

Builders Publishing
03.2013 - 12.2015
  • Built and strengthened relationships with new and existing accounts to drive revenue growth.
  • Prospected new builders and subcontractors through networking, cold calling, canvassing and referrals.
  • Drove new business development through qualifying leads, building relationships and executing strategic sales.
  • Strengthened builders relationships with their subcontractors

Skills

  • Loan File Maintenance
  • Excellent communication
  • Financial History Analysis
  • Mortgage Loan Origination
  • Automated Underwriting Systems
  • Credit History Review
  • Creditworthiness Determination
  • NMLS Registration
  • Oral and Written Comprehension
  • Active Listening and Learning

Accomplishments

  • Chosen to collaborated with a selected team of Loan Officers in the development of "Zillow Offers", where Zillow purchased homes as a cash offer and provided loan services for the clients next purchase.
  • Top 10% in production for LO's with Zillow for 2 yrs.

References

 Available upon request

Timeline

Mortgage Loan Officer

Zillow Home Loans
11.2017 - 11.2022

Sales Account Manager

TAFS
12.2015 - 11.2017

Account Executive

Builders Publishing
03.2013 - 12.2015

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Dana Copeland