Summary
Overview
Work History
Education
Skills
Certification
Websites
References
Timeline
Generic
KAY PAPPAS

KAY PAPPAS

Oklahoma City,OK

Summary

Seasoned Senior Mortgage Loan Officer with history in residential mortgage origination. Knowledgeable in guiding borrowers through loan process, from application to closing, and adept at assessing client needs to provide tailored financial solutions. Proven ability in driving sales growth while maintaining high levels of customer satisfaction and regulatory compliance. Successfully streamlined processes leading to enhanced efficiency within previous work roles.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Account Executive - B2B

Clear Edge Lending
Aliso Viejo, CA
04.2024 - Current
  • Developed and implemented a comprehensive sales plan to increase revenue in assigned territory.
  • Cultivated relationships with key decision makers through regular client visits and follow-up calls.
  • Maintained accurate records of all sales activities using CRM software systems.
  • Attended networking events to build relationships with potential customers.

Account Executive - B2B

ACC Mortgage
Rockville, MD
11.2023 - 04.2024
  • Developed and implemented a comprehensive sales plan to increase revenue in assigned territory.
  • Cultivated relationships with key decision makers through regular client visits and follow-up calls.
  • Provided timely customer service support to resolve any issues quickly and efficiently.
  • Identified potential new customers through research of industry trends and competitive analysis.

Account Executive - B2B

REMN Wholesale
10.2019 - 05.2023
  • Maintained accurate records of all sales activities using CRM software systems.
  • Performed product demos at conferences, meetings, seminars, or other venues as necessary.
  • Attended networking events to build relationships with potential customers.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Identified customer needs by asking questions and advising on best solutions.

Mortgage Loan Officer - B2C

Midfirst Bank
06.2019 - 10.2019
  • Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans.
  • Developed relationships with real estate agents, builders and other referral sources in order to generate business leads.
  • Analyzed financial data obtained from customers including income, assets and liabilities to determine loan feasibility.
  • Ensured compliance with all federal, state and local regulations related to mortgage lending.
  • Negotiated terms and conditions of loan agreements with borrowers.
  • Conducted interviews with prospective clients to gather information regarding loan applications.

Education

High School Diploma -

Putnam City West
Oklahoma City

Skills

  • Customer Relationship Management
  • Customer Service
  • Account Management
  • Lead Generation
  • Sales presentation
  • Customer rapport
  • Pipeline Management

Certification

NMLS #337695

References

References available upon request.

Timeline

Account Executive - B2B

Clear Edge Lending
04.2024 - Current

Account Executive - B2B

ACC Mortgage
11.2023 - 04.2024

Account Executive - B2B

REMN Wholesale
10.2019 - 05.2023

Mortgage Loan Officer - B2C

Midfirst Bank
06.2019 - 10.2019

High School Diploma -

Putnam City West

Similar Profiles

CREATE PROFILE
KAY PAPPAS