Kerry Herschlein
Bayville,NY
Summary
Seasoned Financial professional with proven expertise in telephone sales. Ability to multitask. and Close several deals at same time. Years of experience with Outside Sales. Love being on the phone and Not afraid of to ask for the Close.
Overview
8
8
years of professional experience
Work History
Financial Sales Consultant
Kerry's Finance And Loan
10.2022 - Current
- Merchant Cash Advance loans
- Commercial Lending
- Residential Mortgage's
- Bridge loans for Investors including Fix and Flip loans
Senior Mortgage Loan Originator - Branch Manager
Sistar Mortgage
01.2021 - 01.2023
- Analyzed loan applications and credit reports to determine loan eligibility and risk level
- Completed hard money loans
- Communicated with clients, processing teams and other third parties to achieve closings.
Mortgage Loan Originator
United Bank NA FDIC
03.2019 - 01.2021
- Negotiated & Closed 100's of Jumbo loans with High net worth individuals and Business owners
Mortgage Loan Originator
United Mortgage Corp
04.2016 - 02.2019
- Originated loans and assisted senior-level credit officers with complex loan applications
- Originated millions of dollars of 'Bank Statement' loans as well as hard money
- 90% of business Closed on phone via telemarketing warm leads and referrals
- Most often Closed deals 1st or 2nd call.
Financial Consultant
Merrill Lynch
- Supported client with financial analysis, budget management and operational cost control
- Developed incentives, achieving sales targets to increase revenue.
Education
Bachelor of Science Accounting And Finance -
St John's University
01.1985
Skills
- Outside Sales
- Telemarketing
- Service-Oriented
- Creative and Innovative
- Able to analyze Financial documents such as Bank Statements, tax returns and audited financial docs
Timeline
Financial Sales Consultant
Kerry's Finance And Loan
10.2022 - Current
Senior Mortgage Loan Originator - Branch Manager
Sistar Mortgage
01.2021 - 01.2023
Mortgage Loan Originator
United Bank NA FDIC
03.2019 - 01.2021
Mortgage Loan Originator
United Mortgage Corp
04.2016 - 02.2019
Financial Consultant
Merrill Lynch
Bachelor of Science Accounting And Finance -
St John's University
Similar Profiles
Sameer Pradeep BhosaleSameer Pradeep Bhosale
Branch Manager at India Infoline Finance Limited (IIFL Gold Loan)Branch Manager at India Infoline Finance Limited (IIFL Gold Loan)
Brian CameronBrian Cameron
LOAN ADVISOR at Finance of America- Loan AdvisorLOAN ADVISOR at Finance of America- Loan Advisor
Rianny DuncanRianny Duncan
Data Analyst and File Manager at Loan Gallery FinanceData Analyst and File Manager at Loan Gallery Finance
Jose DazaJose Daza
Air Freight Manager at DHL Global ForwardingAir Freight Manager at DHL Global Forwarding
William BrowerWilliam Brower
Department Supervisor at The Home Depot IncDepartment Supervisor at The Home Depot Inc