Summary
Overview
Work History
Education
Timeline
Generic

Julie M. Davies

Cherry Hill,NJ

Summary

Experienced with consultative selling techniques, enhancing customer satisfaction and loyalty. Utilizes effective communication and negotiation skills to close deals and build lasting partnerships. Track record of meeting and surpassing sales targets, contributing to overall business growth.

Overview

17
17
years of professional experience

Work History

Sales Associate

Habitat for Humanity
08.2022 - 11.2022
  • Greeted customers in person, promoted daily sales to each, offered assistance with selecting merchandise tailored to their needs all while completing their purchases using a POS system.

Brand Ambassador

Honeygrow
08.2018 - 11.2018
  • Consistently maintained a positive brand image through professional and enthusiastic communication with customers, associates and upper management.
  • Established rapport with repeat customers while fostering brand loyalty through excellent service.

Senior Mortgage Advisor

Weichert Financial Services
09.2015 - 07.2017
  • Expanded business through referrals by consistently delivering exceptional service and fostering long-term customer relationships.
  • Organized informative seminars for prospective homebuyers, demystifying the mortgage application process and generating new leads for the company.
  • Conducted thorough pre-qualification assessments, ensuring clients had a clear understanding of their financial position before entering the home-buying process.
  • Implemented effective marketing strategies to attract new clients and maintain strong relationships with existing customers.

Sr. Mortgage Loan Officer

Annie Mac Home Mortgage
07.2016 - 06.2017
  • Networked new and maintained existing relationships with real estate agents, title agencies and insurance companies.
  • Conducted thorough financial analysis to match clients with appropriate loan products.
  • Collaborated with underwriters and processing teams to resolve issues and expedite loan approvals to ensure a smooth and positive loan process for all clients.
  • Participated in industry events to stay current on trends and changes within the mortgage lending landscape.

Senior Mortgage Loan Officer

Freedom Mortgage Corporation
02.2015 - 08.2015
  • Managed a pipeline of multiple loans while maintaining strict adherence to deadlines and regulatory requirements.
  • Improved customer satisfaction ratings by providing tailored solutions that met individual needs.
  • Assisted borrowers facing financial difficulties by offering alternative solutions such as refinancing or modification programs.

CEO/Store Owner

Family Goods Thrift Store
03.2013 - 01.2015
  • Managed daily operations efficiently with a staff of 10 employees. Oversaw staff schedules, inventory control, and financial transactions.
  • Established a loyal customer base by providing personalized attention, addressing concerns promptly, and exceeding expectations.
  • Marketed my business by handing out paper flyers, cold calls, social media, television ads and word of mouth referrals in order to generate leads and maximize brand.
  • Boosted sales revenue with targeted promotions that capitalized on seasonal trends and consumer preferences.

Senior Mortgage Loan Officer

Wells Fargo Home Mortgage
02.2006 - 09.2013
  • Expertly guided clients through the mortgage loan process while building strong relationships and trust.
  • Collaborated with real estate agents and financial advisors to generate outside leads and referrals.
  • Held team meetings 2 times a month with bank branches, ran mortgage workshops, home buying seminars with real estate partners and associates within the local community. Educating all parties on new and current products available to their clients.
  • Achieved consistent top performing mortgage loan producer title through exceeding sales goals.

Education

Business Management & Marketing -

University of Phoenix
Phoenix, AZ
11-2025

High School Diploma -

Cherokee High School
Marlton, NJ
06.1996

Timeline

Sales Associate

Habitat for Humanity
08.2022 - 11.2022

Brand Ambassador

Honeygrow
08.2018 - 11.2018

Sr. Mortgage Loan Officer

Annie Mac Home Mortgage
07.2016 - 06.2017

Senior Mortgage Advisor

Weichert Financial Services
09.2015 - 07.2017

Senior Mortgage Loan Officer

Freedom Mortgage Corporation
02.2015 - 08.2015

CEO/Store Owner

Family Goods Thrift Store
03.2013 - 01.2015

Senior Mortgage Loan Officer

Wells Fargo Home Mortgage
02.2006 - 09.2013

High School Diploma -

Cherokee High School

Business Management & Marketing -

University of Phoenix
Julie M. Davies