Dana Taylor
Suwanee,GA
Summary
Dynamic Loan Associate at Amerisave Mortgage with a proven track record in revenue growth strategies and client relationship management. Expert in consultative selling and skilled in Salesforce, I consistently exceeded quotas while fostering team collaboration and employee development. My proactive approach ensures exceptional service and effective issue resolution in fast-paced environments.
Overview
15
15
years of professional experience
Work History
Loan Associate
Amerisave Mortgage
Remote, Ga
10.2023 - Current
- Educated clients on loan products to facilitate informed financial decisions.
- Processed loan applications by gathering documentation and verifying accuracy of information.
- Addressed client inquiries and resolved concerns promptly to deliver exceptional customer service.
- Collaborated with management team to devise strategies for increasing loan volume.
- Ensured accuracy of loan application data through thorough verification of customer information.
- Responded to inquiries regarding loan products and services, providing comprehensive customer support.
- Participated in training sessions to remain updated on industry trends and regulations.
- Assisted customers in accurately completing loan applications to enhance efficiency.
- Handled inbound telephone calls from interested customers.
- Initiated outbound calls to prospective clients using scripts.
- Consistently met daily, weekly, monthly call quotas set forth by management team.
Lead Development Representative for Intuit
Asten Carter
04.2022 - 10.2023
- Expanded business through strategic networking, identifying new clients and prospects.
- Developed robust pipeline using cold and warm outreach techniques.
- Managed portfolio and tracked leads using Salesforce for improved accuracy.
- Collaborated with sales team to consistently exceed personal quotas of 100%.
- Participated in monthly sales meetings and quarterly training sessions for continuous improvement.
- Scheduled and confirmed appointments for senior management efficiently.
- Served as first point of contact, setting appointments with prospective clients.
- Trained new team members on lead qualification processes and effective outreach methods.
Business Owner
American Credit Financial
05.2014 - 09.2021
- Managed operations budgeting, accounts payable and accounts receivable and payroll.
- Resolved issues quickly through meticulous research and quick decision making.
- Kept records for production, inventory, income and expenses.
- Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
- Kept up-to-date on regulatory changes affecting business operations.
- Directed implementation of strategic business plans to achieve goals and objectives.
- Devised and implemented standard operating procedures, training programs and office management systems.
- Interviewed, trained, and supervised employees.
- Developed business from ground up and prepared records and operations.
- Provided organizational leadership and established business vision to achieve sales quota , profit and revenue goals.
- Trained new employees on proper protocols and customer service standards.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
Collections Specialist
Check Resolution
09.2010 - 10.2013
- Notified customers of delinquent accounts with attempt to collect outstanding amounts.
- Remained calm, stayed professional and provided exceptional service on calls, even when interacting with difficult individuals.
- Processed payments over phone and set up recurring drafts.
- Received payment and posted to appropriate customer accounts.
- Arranged for debt repayment and established repayment schedule based on customer finances.
- Recorded and updated customer personal accounts with accurate contact information.
- Met demands of busy collections group by performing high volume of daily calls.
- Reviewed accounts to determine payment plan compliance.
- Recorded information about customers' financial status and collections status efforts.
- Located and monitored overdue accounts using billing system to begin collections process.
- Negotiated credit extensions to assist customers in paying overdue accounts.
- Located debtors by utilizing skip tracking and other strategies.
- Completed skip traces on customers failing respond to collection efforts.
- Mentored new members on scripts, strategies and company information to maximize performance.
Education
Some College (No Degree) - Fashion Marketing
American Intercontinental University
Atlanta, CASkills
- Revenue growth strategies
- Employee coaching and development
- Team leadership and building
- Issue resolution techniques
- Task delegation skills
- Negotiation and persuasion
- Approachable demeanor
- Consultative selling
- Work ethic balance
- KPI management
- Salesforce proficiency
- Cold calling expertise
- Collaborative team player
- Negotiation tactics
- Collections management
- Client relationship management
- Mortgage lending expertise
Education
other
Timeline
Loan Associate
Amerisave Mortgage
10.2023 - Current
Lead Development Representative for Intuit
Asten Carter
04.2022 - 10.2023
Business Owner
American Credit Financial
05.2014 - 09.2021
Collections Specialist
Check Resolution
09.2010 - 10.2013
Some College (No Degree) - Fashion Marketing
American Intercontinental University