Josh Norsworthy
Rogers,TX
Summary
Goal-oriented producer successful at generating consistent business through referrals and lead prospecting. Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment, and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills. Diligent and resourceful financial professional skilled in client relations and loan product recommendations.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Licensed Loan Officer Assistant
Cascade Financial
01.2021 - Current
- Maintained referral pipeline by reaching out regularly to home builders, referral partners, and past clients.
- Set up files using loan officer checklist and submitted on-time for processing.
- Communicated with customers daily to request information and complete paperwork.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
Precious Metals Specialist
U.S. Gold Bureau
07.2020 - 12.2020
- Review clients current portfolio and base metal acquisitions on current portfolio blend and goals.
- Continued follow-up to previous clients as well as maintaining a full pipeline of new prospects.
- Educate prospects on metals and keep current clients up to date on the market.
- Achieved and exceeded metrics related to the number of dials, talk time, sales, and gross profit.
Car Sales Associate
Classic Southeast Texas Auto Dealer
08.2018 - 07.2020
- Demonstrated automobiles by explaining characteristics, capabilities, and features, taking test drives and explaining warranties and services.
- Greeted customers on lot and in showroom to answer questions about brand and available inventory.
- Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
- Followed-up on warm internet leads and responded to customer questions about vehicle availability, price, and options while fielding inquiries from various marketing websites.
- Second overall in gross profit per unit within the entire company.
Education
High School Diploma -
Lumberton High School
Lumberton, TX05.2014
Skills
- Credit Applications
- Debt Determination
- Loan File Review
- Contacting Borrowers
- Customer Proposals
- Detailed Analysis
- Credit Bureau Contact
- Industry Trends
- Strategic Financial Planning
- Persuasive Selling
- Negotiation Tactics
- Verbal Communication
Accomplishments
- Started in data entry in the mortgage industry and quickly worked up as a Licensed Loan Officer Assistant.
- Has achieved at a high level in all prior sales roles.
Affiliations
- Rogers Community Alliance, Chairman
- Rogers City Council, Councilman
Certification
- NMLS license
Timeline
Licensed Loan Officer Assistant
Cascade Financial
01.2021 - Current
Precious Metals Specialist
U.S. Gold Bureau
07.2020 - 12.2020
Car Sales Associate
Classic Southeast Texas Auto Dealer
08.2018 - 07.2020
High School Diploma -
Lumberton High School
- NMLS license
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