Kendall Lolwing
Account Executive
Austin,TX
Summary
Experienced high-level sales closer, delivering award winning customer service, with a demonstrated history of working in competitive sales team environments, skilled in customer service, negotiating, closing, follow up, and organization skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
4
4
years of professional experience
Work History
Mortgage Loan Advisor
New American Funding
09.2021 - 01.2023
- Maintained energy and enthusiasm in fast-paced environment.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Explained very technical financial information to applicants in easy to understand language.
- Assisted customers with completing loan applications and other paperwork.
- Managed over 60 client calls per day
- Funded over 10 loans per month
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Monitored pipelines to track and log status of loans.
Mortgage Loan Officer
Soverign Lending Group
11.2020 - 07.2021
- Met monthly sales and prospect goals by making inbound/outbound calls to prospective clients
- Explained different types of loans pertaining to client situations.
- Guided clients through refinancing process and qualifying cash out options
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Managed 65 inbound/outbound dial per day increasing sales by 10%
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Life and Health Insurance Broker
SureCo Health + Technologies
12.2018 - 10.2020
- Maintained high standards of customer service by building relationships with clients.
- Provided coverage option information to assist clients in protecting assets.
- Promoted products and services using upselling and other sales strategies.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales
- Obtained underwriting approval by completing application for coverage.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Education
Associate of Arts - Photography
College of The Desert
Palm Desert, CA07.2012
High School Diploma -
Horizon High
La Quinta05.2008
Skills
- Customer Experience
- Customer Needs Assessments
- Loan Evaluations
- Regulatory Guidelines
- Financial Advisement
- Performance Goals
- Microsoft Office
- Loan Counseling
- Application Verification
- Excellent Nonverbal Communication Skills
- Account Closing
Accomplishments
Presidents Club
- Adept in navigation CRM systems
- Used Microsoft Excel to develop sales tracking spreadsheets.
- Supervised telemarketing department of 12 staff members
- Licensed NMLS
- Exceeded sales quota by funding more than 10 loans per month with accuracy and efficiency
- Established new accounts to increase annual revenue, identifying potential customers and presenting product solutions.
Timeline
Mortgage Loan Advisor
New American Funding
09.2021 - 01.2023
Mortgage Loan Officer
Soverign Lending Group
11.2020 - 07.2021
Life and Health Insurance Broker
SureCo Health + Technologies
12.2018 - 10.2020
Associate of Arts - Photography
College of The Desert
High School Diploma -
Horizon High
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