Summary
Overview
Work History
Skills
Timeline
Generic

Jeffrey Eason

New Hudson Mi, 48165,MI

Summary

Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.

Overview

10
10
years of professional experience

Work History

Account Executive

The Lender
10.2023 - Current

Managed and nurtured client relationships in wholesale mortgage lending sector.

Identified and pursued new business opportunities contributing to company's growth.

Provided a detailed product information and guidelines to clients.

Collaborated with internal teams to ensure efficient processing of the mortgage transactions.

Account Executive

Loanstream Wholesale
10.2021 - 10.2023

Cultivated and maintained strong relationships with clients in the wholesale lending industry.

Conducted market research to identify potential business opportunities and stay informed about the industry trends.

Facilitated product training sessions for clients ensuring A comprehensive understanding of available products.

Resolved client issues promptly and maintained a high level of customer satisfaction.

Account Executive

Union Home Mortgage
11.2020 - 11.2021

Managed client relationships in the wholesale mortgage lending sector.

Identified and pursued new business opportunities within the wholesale lending sector.

Provided detailed product information and guidelines two clients.

Account Executive Wholesale Lending

Cardinal Financial
06.2021 - 10.2021

Provided ongoing education and support to brokers and community banks with regarding changes to the lending industry.

Acted as a resource for clients addressing inquiries and providing timely and accurate information to enhance their understanding of the lending process.

Account Executive

Pacific Union Financial
10.2013 - 05.2020

Consistently achieved presidents club status for seven consecutive years, recognizing outstanding performance and exceeding sales targets.

Fostered and maintained strong relationships with clients in the wholesale lending industry.

Conduct A detailed market research to identify potential clients and collaborated with the sales team to develop effective strategies for business acquisitions.

Provided comprehensive product training to clients to enhance their understanding of the mortgage industry also facilitating successful transactions.

Skills

    Relationship management:

    Proven ability to build and maintain strong lasting relationships with clients and industry partners

    Sales negotiation:

    Adapt and developing and implementing successful sales strategies coupled with strong negotiation skills to secure favorable terms

    Market research:

    Skillful in conducting comprehensive market research to identify business opportunities and stay informed about industry trends

Timeline

Account Executive

The Lender
10.2023 - Current

Account Executive

Loanstream Wholesale
10.2021 - 10.2023

Account Executive Wholesale Lending

Cardinal Financial
06.2021 - 10.2021

Account Executive

Union Home Mortgage
11.2020 - 11.2021

Account Executive

Pacific Union Financial
10.2013 - 05.2020
Jeffrey Eason