Elisha Nelson

• Identified and contacted potential customers through calling, email campaigns and via Hatch.
• Maintained an up-to-date database of prospects and clients in NetSuite.
• Provided timely follow-up after initial contact for further customer engagement.
• Tracked progress against goals using CRM software program NetSuite.
• Documented outreach calls and follow-up contacts in CRM system to establish record of interactions.
• Collaborated and supported sales team to build sales pipeline.
• Set appointments to present solutions to prospective customers.
• Adhered to company initiatives and achieved established goals.

• Created content calendars to ensure timely delivery of posts, campaigns, and
  promotions on various social media platforms.
• Collaborated with marketing team members to create engaging content that resonates with target audiences.
• Maintained a library of all images used in social media posts so they can be reused when needed.
• Wrote social media content to increase engagement with customers.
• Researched current trends in the industry to identify opportunities for growth through new social media channels.

• Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans.
• Analyzed financial data obtained from customers including income, assets and liabilities to determine loan feasibility.
• Ensured compliance with all federal, state and local regulations related to mortgage lending.
• Developed and maintained relationships with potential customers to increase loan business.
• Reviewed credit histories, income statements, and other financial information of loan applicants.
• Analyzed financial data to determine the feasibility of granting loans.
• Verified accuracy of loan documents prior to approval.
• Conducted risk analysis to identify potential losses associated with certain loans.
• Explained various types of loans available to customers and their associated terms and conditions.
• Provided customer service support throughout the entire process from application through closing.
• Maintained current knowledge regarding new laws, regulations, policies, procedures, products, services. related to consumer lending operations.
• Delivered high levels of customer service to facilitate smooth processes.
• Met with applicants to obtain information for loan applications and answer questions about process.

• Answer calls for apartment management companies nationwide.

• Assist existing clients with requests and provide exceptional client experiences.

• Provide benefits, building value, current promotions, create urgency to act on current offers.

•  April 2017 awarded Scottmans Guide top mortgage originator.

• Six and half years effective experience as a call center representative, selling Citi mortgage products.
• Ability to adapt to our investors procedures to ensure guidelines are met.  Build rapport with clients about their mortgage needs and personal objectives. 

• Provide benefits and savings to assist clients achieve their refinance and home purchase goals by offering solutions and products. 

• Educate clients on the entire mortgage process and set proper expectations and follow ups.
• Complete accurate loan applications, communicate and obtain all documents from the client. 

• Analyze financial documents prior to submitting to underwriting.