Isaac Mainero
Miami,FL
Summary
Experienced Account Executive 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, marketing and sales processes. Develops strong customer relationships by providing excellent service.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Remote Loan Officer
The Mortgage Calculator Company
06.2022 - 11.2023
- Successfully built and nurtured a network of strategic partners, including Real Estate Agents and Construction Developers, resulting in an increase in referral business
- Conducted thorough financial analysis for borrowers, providing tailored mortgage solutions and ensuring optimal loan structures for clients.
- Improved loan processing efficiency by streamlining application procedures and documentation requirements.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Account Executive
Moving APT
09.2018 - 03.2022
- Generated new sales revenue through lead generation and prospecting efforts serving as an Account Executive
- Grew customer satisfaction ratings through proactive communication and issue resolution as a Customer Service Representative
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
Account Executive/Mortgage Banker
Network Capital Funding Corporation
01.2018 - 08.2018
- Generated new mortgage loan leads through networking, cold calling, and prospecting existing borrowers/community partners such as Real Estate Agents and Constructions Developers
- Conducted extensive first-hand communication with borrowers using in-house marketing efforts, telephone marketing campaigns, and the use of CRM (Salesforce)
- Educated borrowers on loan products such as FHA Streamline/VA IRRRL, and Harp.2.0
- Analyzed financial documents with customers and underwriters, managing projects efficiently through the approval process.
Account Executive/Mortgage Loan Originator Trainee
Service 1st Mortgage Inc
08.2016 - 11.2017
- Achieved a 15% increase in sales revenue by implementing targeted marketing campaigns while serving as a Marketing Coordinator
- Identified mortgage lending opportunities through telephone canvassing campaigns on auto dialer ChaseData and CRM and directed them to a suitable channel
- Prequalified borrowers on loan products to refinance residential mortgages, including active and inactive military personnel, VA IRRL, and FHA
- Gained working knowledge of a processor using Point, Encompass, or proprietary lender software DU/LP, CD, Credit Evaluation, tax return calculation, pre-approval letter, appraisal, etc.
Search Engine Optimization Consultant
On the Map Marketing
03.2016 - 08.2016
- Advertised new businesses increasing their ranking in Google's algorithm
- Enhanced website traffic growth, website UI, and advertising revenue while managing leads of attorneys and law firms to offer SEO services
- Developed and optimized online marketing initiatives to drive customer acquisition.
Account Executive
Association of Financial Crime Specialists
06.2015 - 02.2016
Legal Marketing Advisor
Beycome LLC
05.2014 - 08.2015
Education
Bachelor of Arts - Business Administration
Florida Institute of Technology
Melbourne, FLSkills
- English
- Spanish
- Microsoft Outlook
- Google Workspace
- Slack
- SalesForce
- Act by Sage
- ZOHO
- Zappier
- Click Funnels
- HubSpot CRM
- Pipedrive
- Calendly
- DocuSign
- MailChimp
- Canva
- Hootsuite
- LinkedIn Sales Navigator
- WordPress
- HighLevel
- Meta
- Bottom Line LoanMaster Loan Servicing
- Experian Transact SM
- Terms Negotiation
- Financial Analysis Aptitude
- Client Relations
- Customer Service-Focused
- Financial Services
- Database Management
- Sales Expertise
- Business Development
- Computer Proficiency
- Product Education
- Data Entry
- Market Analysis
Certification
- Digital Marketing & E-commerce by Google
- Google IT Support Professional Certificate by Google
Timeline
Remote Loan Officer
The Mortgage Calculator Company
06.2022 - 11.2023
Account Executive
Moving APT
09.2018 - 03.2022
Account Executive/Mortgage Banker
Network Capital Funding Corporation
01.2018 - 08.2018
Account Executive/Mortgage Loan Originator Trainee
Service 1st Mortgage Inc
08.2016 - 11.2017
Search Engine Optimization Consultant
On the Map Marketing
03.2016 - 08.2016
Account Executive
Association of Financial Crime Specialists
06.2015 - 02.2016
Legal Marketing Advisor
Beycome LLC
05.2014 - 08.2015
Bachelor of Arts - Business Administration
Florida Institute of Technology
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