Dean Morgan
Ladue ,MO
Summary
Experienced Loan Officer with a proven track record of exceeding sales targets and delivering exceptional customer service. Skilled in analyzing financial data, identifying growth opportunities, and building strong client relationships. Committed to providing exceptional customer service and exceeding sales goals.
Overview
17
17
years of professional experience
Work History
Senior Federal TSP & FEGLI Advisor
Jim Helbig Insurance Co.
10.2022 - 04.2024
- Cultivated a strong referral network resulting in increased leads and potential clients.
- Managed complex sales cycles involving multiple stakeholders to ensure timely closure of critical opportunities.
- Worked closely with internal teams such as finance, legal, marketing to ensure seamless execution throughout the entire sales process from initial contact through contract signing and beyond.
- Managed a portfolio of accounts, consistently meeting or exceeding sales targets and maintaining a high level of client satisfaction.
Senior Business & Sales Development
Fairway Mortgage Company
03.2019 - 03.2021
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Coached junior team members on best practices, contributing to their professional growth and success within the company.
- Developed strong relationships with key clients for long-term partnerships, resulting in increased revenue and customer satisfaction.
- Developed and delivered impactful sales presentations that resonated with key decision-makers, increasing the likelihood of securing new deals.
- Worked closely with internal teams such as finance, legal, marketing to ensure seamless execution throughout the entire sales process from initial contact through contract signing and beyond.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Business Development Account Manager
Proof Agency
01.2015 - 12.2018
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Consistently exceeded sales targets by effectively utilizing proven sales techniques and establishing rapport with potential clients.
- Collaborated with product development teams to ensure alignment between customer needs and product offerings, driving innovation and revenue growth.
- Developed business pipeline using cold and warm techniques.
- Networked among local business and community organizations to develop leads and generate business.
Senior Loan Officer/Manager
J. P. Morgan & Chase Bank (Division Closed)
01.2014 - 01.2015
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Successfully managed high-volume pipeline of loans, consistently meeting or exceeding monthly sales targets.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Maximized approval rates for qualified applicants through diligent review of financial information and thorough assessment of risks.
- Monitored pipelines to track and log status of loans.
- Developed and maintained relationships with customers, lenders and other third parties.
Senior Loan Officer
Citicorp Inc.(Division Closed)
01.2012 - 01.2013
- Cultivated referral network with real estate agents, builders, and other professionals to generate new business leads.
- Submitted loan applications to underwriter for verification and recommendations.
- Successfully managed high-volume pipeline of loans, consistently meeting or exceeding monthly sales targets.
- Mentored junior loan officers, sharing expertise and knowledge to improve overall team performance.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Identified opportunities to cross-sell and upsell loan products to customer
Senior Residential Loan Officer
Bank Of America(Division Closed)
03.2010 - 11.2011
- Managed a high volume of loan applications, successfully maintaining accuracy and attention to detail under pressure.
- Collaborated with underwriters to accurately assess risk factors, ensuring the approval of viable loan applications.
- Developed strong relationships with realtors and builders, resulting in a consistent pipeline of potential clients.
- Identified opportunities to cross-sell and upsell loan products to customers.
Commercial Real Estate Agent
Cornerstone Commercial Realty
01.2007 - 02.2010
- Developed and maintained list of available properties suited to different needs and budgets for both commercial and industrial use.
- Conducted thorough market research to determine accurate property values and guide clients in making informed decisions.
- Enhanced client satisfaction by providing timely updates on property status changes and other relevant market developments.
- Increased client base by establishing and maintaining strong relationships with key industry professionals.
- Negotiated contracts on behalf of clients.
- Assisted property owners in evaluating proposals from prospective tenants or buyers, ensuring optimal outcomes aligned with owner objectives.
- Managed a diverse portfolio of commercial properties, effectively balancing the needs of multiple clients simultaneously.
- Established positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
- Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
- Appraised commercial properties, maintaining accuracy and employing knowledge of area markets for accuracy.
Education
Insurance License - Insurance
Insurance License(series 6)
St. Louis Mortgage License - Banking
NMLS License(inactive)
St LouisLicense Real Agent(hold) - Real Estate
Missouri School Real Estate
St Louis, MOBachelor Of Economics - Business Economics
The University of Tampa
Tampa, FL05.1994
Skills
- Relationship Management
- Proposal Development
- Program implementation
- Staff Training
- Product expertise
- Lead Development
- Account development
- Contract Negotiation
- Pricing strategy
- Data Analytics
- B2C experience
- Account Management
- Multidisciplinary Collaboration
Timeline
Senior Federal TSP & FEGLI Advisor
Jim Helbig Insurance Co.
10.2022 - 04.2024
Senior Business & Sales Development
Fairway Mortgage Company
03.2019 - 03.2021
Business Development Account Manager
Proof Agency
01.2015 - 12.2018
Senior Loan Officer/Manager
J. P. Morgan & Chase Bank (Division Closed)
01.2014 - 01.2015
Senior Loan Officer
Citicorp Inc.(Division Closed)
01.2012 - 01.2013
Senior Residential Loan Officer
Bank Of America(Division Closed)
03.2010 - 11.2011
Commercial Real Estate Agent
Cornerstone Commercial Realty
01.2007 - 02.2010
Insurance License - Insurance
Insurance License(series 6)
Mortgage License - Banking
NMLS License(inactive)
License Real Agent(hold) - Real Estate
Missouri School Real Estate
Bachelor Of Economics - Business Economics
The University of Tampa
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