Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
GeneralManager

Eric W. Everett

Rancho Cordova,CA

Summary

Senior Sales Representative with 20+ years of exceptional success within the mortgage industry working both in person and remotely with clients. Proven track record in exceeding sales goals as well as training and coaching effective sales strategies. Accomplished in overseeing day-to-day business operations and fostering relationships with clients for sustained business growth.

Overview

18
18
years of professional experience

Work History

Sr. Loan Officer

Guaranteed Rate
Rancho Cordova, CA
10.2020 - Current
  • Originate, sell, and oversee loan process via telesales.
  • Make recommendations based on client's specific financial needs/goals.
  • Manage team by delegating tasks to ensure closing deadlines are achieved.
  • Direct point of contact between client, 3rd party vendors, and company operations.
  • Develop and maintain relationships with real estate agents, title companies, and other 3rd party vendors.
  • Supervise loan personnel and motivate to exceed customer service expectations.
  • Generate prospects for new business through cold calls and internal lead distribution.
  • Mentor, train, and coach peers in product and sales techniques as needed.

Sr. Loan Officer

PennyMac Loan Services
Roseville, CA
02.2018 - 10.2020
  • Originated, structured, and sold loan proposals.
  • Recommended loan approvals and denials.
  • Reviewed and edited loan agreements for efficiency and accuracy.
  • Explained technical financial information to applicants in easy to understand language.
  • Created strategies to develop and expand existing customer sales.
  • Assisted clients with improving financial health.
  • Interim producing manager during manager's absences
  • Mentored, trained and coached peers/new associates in product and sales techniques.

District Sales Manager

Loanpal DBA Paramount Equity Mortgage
Rancho Cordova, United States
11.2014 - 12.2018
  • Coached, trained, and mentored sales associates in product specifications and selling techniques.
  • Worked diligently with operations, borrowers, and employees to forge lasting relationships.
  • Devised strategies for retaining clients, delivering polished sales presentations and promoting products.
  • Partnered with sales team members and leveraged strong negotiation skills to win business.
  • Monitored market conditions and competitor actions to adjust strategies to exceed sales goals.

Sr. Loan Officer

Chase
Folsom, CA
08.2013 - 10.2014
  • Originated loans in person for purchase and refinance.

Sr. Loan Officer

Wells Fargo
Roseville, CA
02.2013 - 08.2013
  • Originated loans, in person, for purchase and refinance.

Sr. Loan Officer

Bank Of America
Rancho Cordova, CA
07.2005 - 02.2013
  • Originated loans in person for purchase and refinance.
  • Cross sold additional insurances and Home Equity Lines of Credit.
  • Serviced distressed customers through loan modifications to avoid foreclosure.
  • Mentored, trained and coached peers/new associates in product and sales techniques.

Education

Microcomputer Operations Certificate - Microcomputer Operations

MTI College
Sacramento, CA
04.2001

Skills

  • Financial Service Solutions
  • Loan Processing Coordination
  • Product Education/Sales
  • Organizational Strengths
  • Customer Relationship Management
  • Adaptable Sales Approach
  • Active Listening/Learning
  • Analytical/Critical Thinking

Accomplishments

Presidents Club: 2021 (top 5%)

Who's Who: 2019-2020 (top 1%)

All-Star Club: 2015-2016 (top 5%)

Timeline

Sr. Loan Officer

Guaranteed Rate
10.2020 - Current

Sr. Loan Officer

PennyMac Loan Services
02.2018 - 10.2020

District Sales Manager

Loanpal DBA Paramount Equity Mortgage
11.2014 - 12.2018

Sr. Loan Officer

Chase
08.2013 - 10.2014

Sr. Loan Officer

Wells Fargo
02.2013 - 08.2013

Sr. Loan Officer

Bank Of America
07.2005 - 02.2013

Microcomputer Operations Certificate - Microcomputer Operations

MTI College

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Eric W. Everett