George Fonville
Warren
Summary
Finance graduate with extensive experience in data analysis and client engagement. Closed 450+ mortgage loans totaling over 20 million dollars. With my previous logistics company, helped improve our internal pricing algorithms to maximize revenue. Demonstrated a proactive approach in managing a diverse client base and streamlining processes for efficient transaction closures.
Overview
6
6
years of professional experience
Work History
Data Analyst & Freight Broker
Exo Freight
10.2022 - 04.2024
- Analyzed and adjusted price algorithms to maximize company revenue.
- Transferred all affected accounts to my name following the successful implementation of the pricing algorithm.
- Managed book of business of 25+ customers, maintaining communication through Salesforce, text, and phone calls.
- Scheduled monthly meetings with customers to understand goals and facilitate achievement.
Executive Mortgage Banker
Rocket Mortgage
01.2020 - 08.2022
- Earned the Executive title during my time at Rocket Mortgage. Closed over 450 Mortgage loans with a total value of over 20 million dollars.
- Managed portfolio of current and prospective clients, contacting over 80 clients daily through email, text, phone, and video calls to enhance client engagement.
- Collected and analyzed customer financial information for multifaceted and complex borrowers, facilitating informed lending decisions.
- Collaborated with internal and external stakeholders to streamline mortgage transaction processes, ensuring timely and efficient closings.
- Maintained 13 state licenses and completed annual training and compliance requirements.
Intern - Finance and Accounting Team
Amrock
05.2018 - 08.2018
- Collaborated with Finance and Accounting teams to enhance understanding of both functions and contribute to ongoing projects.
- Developed Excel reports and data models, including daily and weekly company headcount and team expense reports, along with individual ad hoc analysis to support decision-making.
- The Accounting team invited me to stay with the company after my internship concluded, but I declined the full-time position to prioritize my degree.
Education
Bachelor's of Science - Finance
Wayne State University
Detroit, MI12-2019
Skills
- Pricing strategies
- Statistical analysis
- Freight management software
- Contract negotiation
- Market research
- Customer relationship management
- Proficient in Microsoft Office
- Problem solving
Timeline
Data Analyst & Freight Broker
Exo Freight
10.2022 - 04.2024
Executive Mortgage Banker
Rocket Mortgage
01.2020 - 08.2022
Intern - Finance and Accounting Team
Amrock
05.2018 - 08.2018
Bachelor's of Science - Finance
Wayne State University