Julio Taylor
Summary
Oversaw CRM operations to enhance client and lender relationships. Implemented organized systems for data management and communication. Cultivated a detail-oriented approach to ensure accuracy and reliability in processes.
Overview
3
3
years of professional experience
Work History
Loan Officer Assistant
Lendify Home Loans
10.2025 - 04.2026
- Preparing and processing mortgage applications.
- Coordinated communication between clients, processors, and underwriters.
- Managed and collect documentation for compliance with lending regulations.
- CRM Operations
- Verifying WVOE’s, paystubs, W2’s, as well as as other legal documents
- Achieved loan acquisition of $1.5 million within initial month of tenure.
Sales Lead
Spire Limits
03.2025 - 06.2025
- Built rapport quickly with prospects, allowing me to overcome objections and close sales on the spot.
- Maintained a professional, energetic approach while canvassing neighborhoods, helping improve client (AT&T) brand perception in assigned territories.
- Personally secured over $30,000 within 3 months through client acquisition.
- Consistently met and exceeded sales quotas by effectively presenting AT&T wireless and fiber internet solutions to residential customers.
Shift Manager
Dollar General
09.2023 - 02.2025
- Promoted a positive work environment through open communication and constructive feedback.
- Monitored inventory levels closely, maintaining optimal stock availability while minimizing waste and costs.
- Trained new employees on company policies, procedures, and job responsibilities, ensuring seamless integration into the team.
- Achieved consistent customer satisfaction by addressing concerns promptly and professionally.
Education
High School Diploma -
Warren Mott High School
Warren, MISkills
- Client acquisition
- Sales/Sales Training
- CRM Tools (Salesforce)
- Data Analysis
- Document Collection
- CRM operations
- Sales Presentations
- Customer Service
- Performance Management
- Team building
Interests
- Reading
- Mixed Martial Arts (MMA)
Personal Information
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Timeline
Loan Officer Assistant
Lendify Home Loans
10.2025 - 04.2026
Sales Lead
Spire Limits
03.2025 - 06.2025
Shift Manager
Dollar General
09.2023 - 02.2025
High School Diploma -
Warren Mott High School