David Thomas
Oak Park,MI
Summary
A driven individual seeking an opportunity to advance in a field where my attributes of leadership, creativity, integrity, knowledge of sales, and strong communicative skills can be utilized.
Overview
11
11
years of professional experience
Work History
Executive Mortgage Banker
Rocket Mortgage
12.2016 - 04.2023
- Evaluated client's income, assets, and credit factors and collected supporting documentation
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Negotiated loan terms and conditions with clients to maximize profitability.
- Maintained high level of client satisfaction by providing prompt and accurate loan status updates.
- Worked with underwriters to fix application problems and resolve issues.
Logistics Account Executive
Total Quality Logistics Inc.
04.2015 - 12.2016
- Worked to develop a network by identifying and pursuing new leads, attending industry events, and building rapport with clients.
- Leveraged market-based knowledge to maximize revenue margins on a per-shipment basis
- Negotiated terms and rates for services with both clients and transportation companies
- Orchestrated the shipping and receiving operations for clients from pick up until delivery
- Pursued existing and potential customers by phone, email and text message to generate leads and close sales.
Client Advocate (Membership Sales/C Advocate (Membership Sales/Customer Advocate (Membership Sales/Insurance Service Representative
The Auto Club Group
09.2014 - 04.2015
- Assisted members and potential members with creating, retaining, and updating accounts
- Met and exceeded monthly goals for new membership sales and customer service levels
- Provided prompt and accurate information while assisting with insurance policy billing
- Recommended and executed insurance policy changes and updates
Certified Finance Manager
David Maus Auto Group
06.2012 - 06.2014
- Negotiated auto loan options with multiple lenders for clients and prospective buyers
- Maintained a high level of monthly sales and revenue while creating a truly exceptional buying experience
- Assisted with safeguarding of all documents containing sensitive client and company information
- Presented and sold additional back-end products to increase company profit
Education
No Degree - Organizational Communication / Spanish
Western Michigan University
Kalamazoo, MI04.2024
Skills
- Networking Abilities
- NMLS Licensed
- Goals and Performance
- Mortgage Loan Origination
- Consultative Selling
- Deal Negotiations
- Client Account Management
- Analytical and Critical Thinking
- Customer Relationship Management
Timeline
Executive Mortgage Banker
Rocket Mortgage
12.2016 - 04.2023
Logistics Account Executive
Total Quality Logistics Inc.
04.2015 - 12.2016
Client Advocate (Membership Sales/C Advocate (Membership Sales/Customer Advocate (Membership Sales/Insurance Service Representative
The Auto Club Group
09.2014 - 04.2015
Certified Finance Manager
David Maus Auto Group
06.2012 - 06.2014
No Degree - Organizational Communication / Spanish
Western Michigan University
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