MS Word, Excel and Outlook
Isaac Sullivan
Murrells Inlet,US-0-SC
Summary
Proven leader in customer satisfaction and business growth, leveraging relationship building and comprehensive product knowledge to exceed targets. Skilled in client relations and upselling, consistently enhancing customer experiences and achieving results. Expert in navigating complex loan processes, significantly improving client retention and satisfaction. Diligent and resourceful financial professional skilled in client relations and loan product recommendations. Highly responsive to delivery of services and focused on customer relationship building. Achieves compliance with company policies and regulations in carrying out job functions.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Internet and Sales Specialist
Akers Discount Golf
08.2023 - Current
- Built rapport with customers and assessed needs to make product recommendations and upsell.
- Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
- Provided first-rate service to all customers and potential customers.
Loan Officer Assistant
Revolution Mortgage
03.2021 - 06.2023
- Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
- Answered inquiries and provided superior customer service to clients.
- Communicated with customers daily to request information and complete paperwork.
- Reduced processing time by maintaining an organized system for tracking outstanding documents and followups.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Set up files using loan officer checklist and submitted on-time for processing.
- Managed customer relations, ensuring timely communication of loan status updates for increased client retention.
- Proactively addressed potential roadblocks in the loan process, resulting in faster resolution of issues and higher client satisfaction rates.
Mortgage Loan Officer
BB&T
03.2019 - 08.2020
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
Mortgage Loan Officer
CresCom Bank
03.2018 - 03.2019
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Owner/Publisher
Coffee News
11.2015 - 02.2018
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
- Developed distribution network.
Branch Manager
Guardian Fidelity Mortgage
11.2011 - 10.2015
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Examined customer loan applications for loan approvals and denials.
- Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
Education
Bachelor of Science - Financial Management
Clemson University
Clemson, SCSkills
- Relationship Building
- Client Relations
- Customer service and care
- Upselling and Cross Selling
- Cold-calling
- Product and service knowledge
- Interpersonal communication skills
- Customer Service
- Customer Needs Assessment
- Business Development
Certification
- Nationwide Mortgage Licensing System & Registry (NMLS) License - State Banking Authorities. NMLS # 194776
- Property and Casualty License - South Carolina Department of Insurance. NIPR # 12365239
- Life and Health Insurance License - South Carolina Department of Insurance. NIPR # 12365239
Software
Timeline
Internet and Sales Specialist
Akers Discount Golf
08.2023 - Current
Loan Officer Assistant
Revolution Mortgage
03.2021 - 06.2023
Mortgage Loan Officer
BB&T
03.2019 - 08.2020
Mortgage Loan Officer
CresCom Bank
03.2018 - 03.2019
Owner/Publisher
Coffee News
11.2015 - 02.2018
Branch Manager
Guardian Fidelity Mortgage
11.2011 - 10.2015
Bachelor of Science - Financial Management
Clemson University
- Nationwide Mortgage Licensing System & Registry (NMLS) License - State Banking Authorities. NMLS # 194776
- Property and Casualty License - South Carolina Department of Insurance. NIPR # 12365239
- Life and Health Insurance License - South Carolina Department of Insurance. NIPR # 12365239
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