Experienced sales professional adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.
Overview
10
10
years of professional experience
Work History
Home Lending Advisor
JP Morgan Chase & Company
10.2020 - Current
Loan originator responsible for building relationships with customers and providing them with products to meet their ever-changing needs
Utilizes Need Based promotion and marketing of mortgage products to clients inside and outside of the branch footprint
Deliver strong results in mortgage and home lending products and demonstrate strong interpersonal skills as well as provide exceptional service throughout the sales process
Proactively convert inbound and outbound leads into Prime/FHA mortgage loan applications — Consultative selling of loans — Accurately source all business and log all contacts with prospects
Assisted customers in understanding loan terms and conditions to make informed decisions.
Collaborated with other departments to promptly process loan applications.
Area Sales Manager
Olshan Properties
01.2017 - 03.2020
Director of Business Travel for 3 hotels
Built lasting relationships with clients through outstanding customer service interactions.
Monitored customer buying trends, market conditions, and competitor actions to adjust strategies and achieve sales goals.
Prepared sales presentations for clients showing success and credibility of products.
Responsible for developing new position
Reported sales activity, generated sales quotations, and proposals and maintained customer contact database to achieve sales objectives and quota.
Sales Manager
Driftwood Hospitality
01.2014 - 01.2017
Accountable for overseeing all sales/marketing initiatives for the Association, and Government Group segments at the DoubleTree Suite Columbus downtown
Completed monthly group forecasting in company mandated reporting
Promoted hotel through cold calling, marketing and site tours
Conducted site tours, and responded to RFPs/leads for all SMERFE, Association, government, and city-wide groups
Attended networking events for lead generators and CVB
Performance Highlights: Group bookings exceeded $1.2m and 186% of goal for 2016 by continuing to develop relationships and trust with clients and account retention
Education
Bachelor of Science - Human Ecology, Hospitality Management, Business
The Ohio State University
Columbus, OH
08.2006
Skills
Major Account/National Sales
Collaboration & Negotiations
Budget & Expense Reports
Relationship Building
Sales & Marketing Strategies
Strategic Marketing Initiatives
P&L Responsibility
Recruiting & Staffing
Program Implementation
Client Maintenance & Retention
Accomplishments
2021 Home Lending Leaders Club
Top funder in all of home lending for 2022
Timeline
Home Lending Advisor
JP Morgan Chase & Company
10.2020 - Current
Area Sales Manager
Olshan Properties
01.2017 - 03.2020
Sales Manager
Driftwood Hospitality
01.2014 - 01.2017
Bachelor of Science - Human Ecology, Hospitality Management, Business