Dave Walters

• Sell & Qualify: Inbound and outbound Call Center leads on initial client consultation, investigation, resolution, auditing & other tax services.

• Analyze and sell additional services, if needed, as cases progress.

• Exceed weekly and monthly sales KPIs. Manage pipeline.

• Communicate with clients and prospects via Phone, Email, SMS Text Messaging.

• Obtain and input all required documentation from and into the CRM.

• Utilize various software programs including Logics, Windows, Word, Excel, Adobe, Google services and Ring Central.

• Sell, Qualify & Originate: Inbound / outbound Call Center prospects on initial consultation with loan officer.

• Sell and Re-Qualify "fallout" leads from prospect phase to post loan officer consultation, to post commitment process.

• Sell and educate clients on moving forward who are "on the fence" RE: quoted rate(s), loan term(s), loan issues and "reworks" after speaking with loan officer / loan manager.

• Negotiate clients' debt and tax settlements with creditors and / or state / IRS for payoffs, as Division Negotiator.

• Manage in house lead generation team and new loan officers with lead qualification, closing and onboarding.

• Manage loan processing pipeline flow with processors, underwriters, sales managers and all loan officers for timely closings.

• Develop strong relationships with customers through high levels of customer service.

• Maintain communication with clients, and between clients and division lending team members, via phone, Email, SMS Text Messaging.

• Coordinate, order and verify title profiles, credit reports, appraisals, home inspections, preliminary requirements for loan value(s), mortgage encumbrances, loan closing and signings.

• Obtain and input all required documentation from and into the CRM and various mortgage loan processing software programs including SalesForce, Adobe, Calex & Windows Suite.

• Sell & Qualify: Inbound and outbound Call Center leads on initial client consultation, investigation, resolution, auditing & other tax services.

• Analyze and sell additional services, if needed, as cases progress.

• Exceed weekly and monthly sales KPIs. Manage pipeline.

• Average onboards per day: 2-3, per month: 40 - 60. Average case revenue generated: $3,200+. Met / exceeded KPIs.

• Communicate with clients and prospects via Phone, Email, SMS Text Messaging.

• Obtain and input all required documentation from and into the CRM.

• Utilize various software programs including Logics, Windows, Word, Excel, Adobe, Google services and Ring Central.

• Sell, Qualify & Underwrite: Inbound, outbound and Call Center transfers from all prospects who cannot afford out-of-pocket services.

• Up sell additional tax services.

• Average 3 sales/day ($3k/deal). Manage pipeline.

• Conducted risk assessment to identify if prospect would qualify for outside or in-house financing.

• Create, originate & process all Internal Promissory Notes.

• Establish & maintain 3rd party lender-relationships for client financing, doc resolution & credit underwriting.

• Analyze and verify client information provided and submitted cases from Settlement Officer for compliance, validity, errors and fraud.

• Communicate with clients as needed by Email and phone.

• Obtain and input all required documentation from and into the CRM.

• Utilize various software programs including Logics, Windows, Word, Excel, Adobe, Google services and Ring Central.

$6.5B Portfolio - Call Center environment.

• Assistant to the Deputy Portfolio Manager

• Manage 200+ accounts daily for: Collections, auditing, repossession, disposition and ancillary loan servicing duties.

• Average 100 inbound and outbound calls manually and via CRM.

• Sell clients on loan workout solutions and payment plans.

• Negotiate disposition settlements, fees and losses with insurance companies, vendors and re-sellers.

• Obtain and input all required documentation from and into the CRM and various loan processing software programs including proprietary/NCR-Experian, SalesForce, Adobe, & Windows Suite.