Versatile Senior Account Executive offering experience in account development, documentation and business development. Expert at driving sales and building relationships. Dedicated to exceeding quotas and expectations.
Overview
14
14
years of professional experience
Work History
Senior Account Executive
United Wholesale Mortgage
07.2022 - Current
Over 600 closed so far in 2024 pacing for over 1000
Utilized CRM tools effectively to manage client information and track progress on accounts, leading to more accurate forecasting and pipeline management.
Mentored junior account executives, fostering a positive work environment and encouraging professional growth.
Increased account retention by building strong relationships with clients and addressing their needs promptly.
Consistently met or exceeded monthly sales quotas through diligent prospecting efforts and effective closing techniques.
AVP Division Leader Sales
United Wholesale Mortgage
01.2015 - 07.2022
Lead 7 Team Leaders and 65+ Account Executives while helping increase company mortgage originations from 13 billion in 2015 to 227 billion in 2021
Managed projects efficiently, ensuring timely delivery and high-quality results.
Streamlined communication channels between departments, facilitating better collaboration on projects across the organization.
Developed and maintained strong relationships with clients, resulting in increased business opportunities.
Successfully managed change within the organization, ensuring smooth transitions during periods of restructuring or process improvements.
Team Lead Senior Account Executive
United Wholesale Mortgage
11.2011 - 01.2015
Top 10 producing Account Executive (out of 319) in 2014 with 503 units closed for $114 million in origination volume
Trained new team members by relaying information on company procedures and safety requirements.
Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
Coached team members in techniques necessary to complete job tasks.
Mortgage Banker
Quicken loans
10.2010 - 11.2011
Was promoted to senior banker after first year for averaging over 10 closed loans a month.
Conducted thorough analyses of applicants'' financial status, credit, and property evaluations to determine loan feasibility
Assisted clients in understanding the mortgage process, addressing concerns, and making informed decisions.