Dee J. Milam
Winston Salem
Summary
- Reputation for meeting deadlines, exceeding sales goals and repeat business
- Dedicated to excellence, team player & positive attitude, good listener
- Proactive client relations
Overview
16
16
years of professional experience
Work History
Customer Relations Consultant 3
US Bank NA
07.2022 - 09.2023
- Enhanced customer satisfaction by addressing and resolving complex issues in a timely manner.
- Championed department-wide changes aimed at simplifying processes without compromising service quality.
- Recognized consistently for outstanding performance in handling difficult situations with empathy and professionalism.
- Proven ability to build and foster relationships with clients through proactive outreach and follow up.
- Advanced knowledge of applicable bank and branch policies, procedures and support systems.
Relationship Manager
REX Real Estate
01.2021 - 07.2022
- Field-sales based position, evangelist for REX helping grow the market share.
- Identified and pursued potential customers to accelerate home seller acquisition efforts.
- Pitched REX to new customers – in person, via web conference, and by phone.
- Provided in depth analysis to the customer on the valuation of their residential real estate assets,
- Recognized the customers needs and formulate selling strategies through REX services to provide a full solution when selling their home.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Mortgage Loan Officer
Premier Mortgage
01.2020 - 12.2020
- Met with clients and advised them of mortgage rates and programs.
- Originated loan applications and reviewed financial information.
- Liaison with clients, underwriters, processors, and appraisers.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Buyers Agent
REX Real Estate
01.2019 - 03.2020
- Acted as the face of REX and represented the Portland team, educated potential buyers and sellers on REX services, lead agent for showings, open houses, and other activities.
- Collected buyer and seller leads, worked to convert those leads into potential REX customers.
- Followed up with customers to ensure their satisfaction with the real estate process and services.
- Prepared and presented real estate contracts and other legal documents for clients.
Buyer’s Agent/Transaction Coordinator
The Edwards Group, Knipe Realty
01.2018 - 01.2019
- Worked with buyers, reviewed listings, prioritizing needs/wants
- Set up showing appointments by working with seller agents.
- Acted as a liaison between clients, lenders, title companies, and appraisers.
- Answered clients questions and guided them through the closing process.
- Coordinated and scheduled appointments.
- Attended home inspections, toured homes with clients, hosted open houses, updated sales pipeline and CRM databases.
- Entered data, generated reports, and produced tracking documents.
Office Coordinator
Jackson Insurance & Financial Services
05.2016 - 11.2018
- Handled billing, payroll, payroll taxes and data entry.
- Produced complex documents using a variety of Software products.
- Maintained computer and client databases.
- Reviewed all Life and Disability applications for submission before going to underwriting.
- Served as a point of contact for clients visiting the office, providing exceptional customer service that led to increased client retention rates.
Mortgage Loan Officer
Sterling Bank
05.2013 - 04.2015
- Advised customers on various loan programs based on the customer’s needs.
- Analyzed pertinent financial and credit data.
- Analyzed current rates and programs to provide accurate timely information to customers.
- Acted as primary liaison with borrowers, outside entities (realtors, title and escrow officers, etc.) to facilitate a prompt and efficient loan closing.
- Managed personal pipeline to ensure service standards and financial goals were met.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Mortgage Loan Consultant
Willamette Valley Bank
05.2011 - 05.2013
- Met with clients and advised them of mortgage rates and programs.
- Originated loan applications and review financial information.
- Liaison with clients, underwriters, processors, and realtors.
- Collaborated with underwriters and processors to expedite loan approvals, ensuring timely completion of all necessary steps.
Account Sales Executive
Normandie Imports
08.2007 - 04.2011
- Created and implemented wine sales plans.
- Developed and implemented sales strategies to increase revenue.
- Provided timely feedback to management on market trends and competitor activities.
- Expanded market share by identifying new opportunities and targeting untapped markets.
Education
Wine Appreciation and - Marketing
Chemeketa Community College
Salem, OregonBachelor of Science - Communications
Wright University
Dayton, OhioSkills
- Computer-savvy:
- MS Office, Word, Encompass, Slack, Outlook, Social Media, CRM-Salesforce
- Strengths:
- Organization, multi-tasking, problem solving, exceptional customer service
Additional Information
- Licenses , Oregon Real Estate License #201224841 NMLS#913424
Timeline
Customer Relations Consultant 3
US Bank NA
07.2022 - 09.2023
Relationship Manager
REX Real Estate
01.2021 - 07.2022
Mortgage Loan Officer
Premier Mortgage
01.2020 - 12.2020
Buyers Agent
REX Real Estate
01.2019 - 03.2020
Buyer’s Agent/Transaction Coordinator
The Edwards Group, Knipe Realty
01.2018 - 01.2019
Office Coordinator
Jackson Insurance & Financial Services
05.2016 - 11.2018
Mortgage Loan Officer
Sterling Bank
05.2013 - 04.2015
Mortgage Loan Consultant
Willamette Valley Bank
05.2011 - 05.2013
Account Sales Executive
Normandie Imports
08.2007 - 04.2011
Wine Appreciation and - Marketing
Chemeketa Community College
Bachelor of Science - Communications
Wright University
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