John Michael Gregory

·Execute high volume outbound dialing, utilizing language to set productive appointments and to create a better experience for clients and advisors.

·Facilitate complex account maintenance ensuring accuracy and compliance.

·Uncovered 475M+ of opportunities for our advisors by analyzing customer accounts and deepening customer relationships through service to present Fidelity’s planning process.
·Work leads and in book clients to uncover goals, objectives, and align appropriate resources

·Develop new representatives, ensuring future success in their roles

·Educate clients on products and services offered, empowering them to make integral financial decisions

• Organized meetings with potential clients to discuss their financial goals and objectives.
• Assisted clients in understanding complex investment concepts and terminology.

·Approved $26M of investor funds for construction after careful analyses of single family homes.
·Reviewed internal and third-party inspections to derive repair estimates in addition to requesting concessions for that specific property to ensure fair valuation before closing

·Conducted pro-forma and scenario analyses using housing data from the in-house database to determine the best exit strategy and execution of the asset

·Coordinated and communicated with the construction team on a daily basis to ensure proper fund utilization and timely completion of projects to meet three portfolio strategies

·Assessed client's needs by advising on a variety of different mortgage products based on credit and eligibility
·Exceeded sales quota regularly by utilizing formulated sale process that created consistent client experience.
·Originated 300+ units with a total volume of $32M in closed deals
·Managed an ongoing pipeline of upwards of 50 units to ensure a positive refinance process for clients