Jackie Stults
Mt. Vernon,IL
Summary
Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.
Overview
7
7
years of professional experience
Work History
Jr. Wholesale Sales Trainer
Finance Of America Reverse
05.2022 - 11.2022
- Partnered closely with National Sales Training Manager to evaluate and examine broker training requirements.
- Created and delivered extensive training content on company procedures, reverse mortgage product knowledge, sales processes, and origination software.
- Collaborated with colleagues in Instructional Design and Technical Writing to produce attractive, instructive, and concise educational training presentations.
- Designed and implemented constructive live training to broker partners via Zoom for audiences of over 100 participants.
Transaction Coordinator
Fairway Independent Mortgage
05.2021 - 05.2022
- Effectively managed an active pipeline in excess of 40 reverse mortgage files monthly.
- Acted as the key customer service contact for all reverse mortgage borrowers, managing a wide variety of client relations including collecting and reviewing required documentation for loan approval.
- Initiated and maintained regular communication with borrowers, loan officers, processors and other parties to the transaction.
- Regularly and accurately updated central client database on file progress.
Loan Officer
IHome Mortgage
07.2020 - 05.2021
- Promptly and professionally responded to a high volume of incoming calls regarding the Veterans Administration refinance program.
- Achieved above average conversion rate by quickly establishing rapport, receiving relevant borrower information and providing favorable refinance options.
- Utilized multiple software systems to retrieve electronic documents, prepare loan proposal and update client database efficiently.
- Drove and maintained file progress achieving quick loan approvals and a superior client experience.
Business Development Manager
Mid America Mortgage
07.2019 - 06.2020
- Leveraged my existing network and established new connections to recruit a team of loan officers.
- Designed and executed a streamlined onboarding experience allowing new employees to transition smoothly and become productive quickly.
- Developed and led group training courses to provide additional loan product knowledge, underwriting guidelines and sales strategies.
- Produced creative content for brand marketing materials and digital presentations for the company to promote services to a broad range of clientele.
Asst. Sales Manager
Resolute Bank
10.2015 - 06.2019
- Collaborated with Sales Manager to identify, contact and successfully recruit new loan officers.
- Assisted sales team by performing advanced file review for difficult loan scenarios, identifying an underwriting solution and obtaining a loan approval.
- Partnered with Sales Manager on weekly sales huddles focusing on industry updates, fostering team collaboration and identifying new sales techniques.
- Mastered company's proprietary software for pipeline and processing management to facilitate optimal business operations.
Education
Orange Coast College
Costa Mesa, CASkills
- Consultative Sales
- Customer Service and Assistance
- Recruiting
- Sales Team Development
- Leadership
- CRM Management
- Microsoft Suite
- Training Software
- Loan Origination Software
- Time Management
- Client Relations
- Critical Thinking
References
Professional references available upon request.
Timeline
Jr. Wholesale Sales Trainer
Finance Of America Reverse
05.2022 - 11.2022
Transaction Coordinator
Fairway Independent Mortgage
05.2021 - 05.2022
Loan Officer
IHome Mortgage
07.2020 - 05.2021
Business Development Manager
Mid America Mortgage
07.2019 - 06.2020
Asst. Sales Manager
Resolute Bank
10.2015 - 06.2019
Orange Coast College
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