JOSHUA OLIVER-ADAMS
Leander,Tx
Summary
Driven and highly skilled Loan Officer with successful track record in auto finance and lending product sales. Demonstrating strong interpersonal skills and exceptional service throughout sales process.
Overview
10
10
years of professional experience
Work History
Loan Officer
RateGenius
11.2020 - Current
- Strategically submit loan applications for underwriting to assist applicants in finding best available loan terms between different lenders.
- Review, negotiate, and pitch loan terms to provide favorable outcomes for both customers and lenders.
- Educate applicants about their existing and new loan terms.
- .Recommend and customize coverage options for loan and asset protection.
- Exceeded company target for funded deals, product attachment and overall revenue goals month over month.
Inside Sales Manager
Protect America Inc
03.2017 - 10.2020
- Increased monthly average lead conversion from 10.21% to 13.83% and exceeded goals for sales, upfront cash, overall revenue and profit margins
- Reduced pullbacks 23% by ensuring proper expectations are set and improving quality of operational processes
- Conducted selling efforts and managed floor of 35 sales specialists
- Trained employees on new technology, sales methods, objection handling, rapport building techniques, and call closing
- Assisted with closing deals, second voices, feeds, and other closing strategies
Installations Team Supervisor
Protect America Inc
01.2014 - 02.2017
- Managed team of 16 front-line team members who guided customers through activating and testing their wireless home security systems
- Achieved and consistently exceeded revenue quota and overall installed account percentage
- Enhanced productivity levels & boosted install rate by strategically anticipating needs and delivering outstanding support
- Coached team to use consultative sales approach to understand customer needs and recommend relevant offerings
Education
Leadership Development Training -
Jackman Group LLC
Austin, TX2013
High School Diploma -
Homeschooled
Austin, TX2009
Skills
- Account Management
- Relationship building skills
- Financial Service Solutions
- Coaching and mentoring
- Accomplished manager
- Persuasive negotiator
- Sales Expertise
- Organizational Strengths
- Staff Management
- Team Leadership
- Financial Counseling
- Consumer Lending Processes
Accomplishments
Top Funding Loan Officer 2021
Top Funding Loan Officer 2022
Values in Action Monthly Award Mar 2020
Presidents Circle Employee of the Year Award 2018
Values in Action Monthly Award Nov 2018
Values in Action Monthly Award Sept 2018
Values in Action Monthly Award Jan 2017
Core Values - Best of The Best Monthly Award Sept 2015
Presidents Circle Employee of the Year Award 2014
Core Values - Best of The Best Quarterly Award Q4 2014
Core Values - Best of The Best Monthly Award Dec 2014
Core Values - Best of The Best Monthly Award Aug 2014
Core Values - Best of The Best Monthly Award May 2014
Timeline
Loan Officer
RateGenius
11.2020 - Current
Inside Sales Manager
Protect America Inc
03.2017 - 10.2020
Installations Team Supervisor
Protect America Inc
01.2014 - 02.2017
Leadership Development Training -
Jackman Group LLC
High School Diploma -
Homeschooled
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