Kayla Mathews
Pleasant Prairie,WI
Summary
Accomplished Sales Professional, dependable in building customer base and exceeding business goals. Well-versed in financial products and customer engagement strategies. Pursues opportunities to build connections, increase company revenue and cement loyalty. Excelled in referral generation and client account management, leveraging CRM software like Salesforce. Demonstrated negotiation prowess, securing deals within the $200k-1 million range, and consistently exceeded sales quotas through holistic selling techniques.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Mortgage Loan Originator
Community State Bank
04.2024 - Current
- Originate mortgage loans from self-generated efforts through personal and corporate relationship referrals
- Analyzed applicant financial data to determine eligibility for various loan products, tailoring recommendations based on individual needs.
- Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
- Manage entire sales cycle from application to closing
- Average deal range from $200k-1 million
- Volunteer and Network at local community events to further brand awareness
- Assisted in the development of marketing materials targeting prospective borrowers, helping promote the company''s loan products effectively.
Account Executive
Frontier Title & Closing Services
09.2023 - 12.2023
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Developed a solid pipeline of prospects through diligent research and targeted outreach efforts via cold calling, cold stops, networking events, referrals, and social media marketing.
- Conducted market analysis to identify trends and adjust sales strategies accordingly.
- Led negotiations, securing deals that aligned with both client expectations and company goals.
- Kept detailed records of daily activities through Salesforce.
Centralized Mortgage Banker
BMO
06.2021 - 09.2023
- One of 30 Mortgage Banker's for the entire United States.
- Inside Sales/Call Center phone queue/virtual environment.
- Conducted thorough analyses of applicants' financial status, credit, and property evaluations to determine loan feasibility.
- Managed a large pipeline of loans efficiently, prioritizing tasks based on deadlines and client needs.
- Participated in ongoing training programs to stay up-to-date on industry developments and enhance professional growth.
- Exceeded sales goals consistently by developing strong relationships with clients and realtors.
- Proactively identified opportunities for cross-selling additional products or services to existing clients.
Retail Relationship Banker
BMO
05.2018 - 06.2021
- Contributed to the achievement of sales targets by proactively identifying potential leads within the branch network.
- Assisted in training new hires, sharing best practices and imparting valuable industry knowledge.
- Completed $1 million in lending applications and referrals for 2020 when lobbies were closed due to COVID19
- • Elected participant for COVID19 2020 Hardship Relief Program and assisted with Collections Team for payment adjustments
- Elected Bank at Work Advocate for fiscal 2019 and 2020
- Elected Customer Experience Council member for fiscal 2019
- Exceeded sales goals and remained in the Top 5 bankers in the Southeastern WI Market for fiscal year 2019
- Generate leads and uncover new streams of revenue for Small Business, Financial Advisor, and Mortgage Banker partners
Service Business Development Manager
Lynch Chevrolet Of Kenosha
10.2016 - 05.2018
- Generated new business with marketing initiatives and strategic plans.
- Reached out to potential customers via telephone, email, and in-person inquiries.
- Kept new vehicle recent sales retention percentages above district, zone, region, and nation for 12 consecutive months (Jan. 17 - Jan. 18)
- Brought in 200-300 customers per month for service dept.
- 50+ daily call volume
Warranty Administrator
Lynch Chevrolet Of Kenosha
02.2015 - 05.2018
- Process and code vehicle claims within a 24-hour period.
- Average day paid claims within 2 days.
- Reconciled credits/debits and resolved any discrepancies of account schedule.
- Accounted for factory recalls and service bulletins.
- Build relationships with manufacturer and insurance reps.
- Created and processed service dept. invoices and purchase orders.
- Booked out service technicians' payroll.
Education
Bachelor of Science - Business Management
University of Wisconsin - Parkside
Kenosha, WI12.2014
Skills
- Meeting Sales Quota
- Loan structuring and origination
- Pipeline Management
- Referral Generation
- Client Account Management
- Financial Analysis
- Negotiation Tactics
- Holistic selling techniques - phone, email, virtual, and face-to-face
- Residential mortgage lending regulations
- CRM Software - Salesforce and HubSpot
Certification
- NMLS
- TELF
Timeline
Mortgage Loan Originator
Community State Bank
04.2024 - Current
Account Executive
Frontier Title & Closing Services
09.2023 - 12.2023
Centralized Mortgage Banker
BMO
06.2021 - 09.2023
Retail Relationship Banker
BMO
05.2018 - 06.2021
Service Business Development Manager
Lynch Chevrolet Of Kenosha
10.2016 - 05.2018
Warranty Administrator
Lynch Chevrolet Of Kenosha
02.2015 - 05.2018
- NMLS
- TELF
Bachelor of Science - Business Management
University of Wisconsin - Parkside
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