Howard Taylor
Rochester,MI
Summary
Industrious sales professional with over a year of experience in prospecting, setting appointments, and matching products to customer needs. Trusted to consistently meet sales goals within set timeframes. Proficient in utilizing Salesforce and CRMs to enhance sales processes and productivity.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Mortgage Loan Officer
Hall Financial Group
Troy, MI
05.2024 - Current
- Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans.
- Conducted interviews with prospective clients to gather information regarding loan applications.
- 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.
- Maintained current knowledge of secondary market trends, government programs and other available financing sources.
- Negotiated terms and conditions of loan agreements with borrowers.
- Developed relationships with real estate agents, builders and other referral sources in order to generate business leads.
- Educated customers regarding actions and strategies for debt repayment.
- Kept detailed records regarding approved, denied and received loan applications.
Client Service Specialist
Hall Financial Group
Troy, MI
07.2023 - 05.2024
- Utilized sales techniques to persuade customers to purchase product or service packages.
- Identified opportunities for improvement in processes related to outbound calls.
- Performed data entry tasks into company database while communicating with customers over the phone.
- Established rapport with prospects quickly via telephone conversations and built trust-based relationships with them within a short period of time.
- Followed up on leads generated from marketing campaigns or other sources in order to increase sales opportunities for the company.
- Assisted colleagues in developing strategies for reaching new markets as well as expanding existing ones.
- Worked closely with senior management team to ensure goals were met within set timeframe.
- Participated actively in brainstorming sessions aimed at generating innovative ideas for improving cold call process effectiveness and efficiency.
- Demonstrated excellent verbal and written communication skills while interacting with customers over the phone and email.
- Ensured compliance with industry regulations and standards pertaining to telemarketing activities.
Education
Bachelor of Science - Molecular Genomics And Genetics
Michigan State University
East Lansing, MI05-2023
Skills
- Loan Origination
- Licensed Mortgage Loan Originator
- Pre-approval process
- Client Account Management
- Negotiation Tactics
- Sales Development
- B2B Sales
- Outbound Sales
- Professional presentation
- Appointment management
Certification
- NMLS Licensed Mortgage Loan Officer in Michigan, Ohio, Florida, and Colorado
Timeline
Mortgage Loan Officer
Hall Financial Group
05.2024 - Current
Client Service Specialist
Hall Financial Group
07.2023 - 05.2024
Bachelor of Science - Molecular Genomics And Genetics
Michigan State University