Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Kevin Tran

Fountain Valley,CA

Summary

With Many years of experience in sales and management positions, my abilities have enabled me to strive as both an employee and consultant for a range in small, medium, and large sized companies. I pride myself on my communication skills and ability to motivate direct teams to drive business development. My Career has allowed me to acquire a knowledge in sales, marketing, and financial management. Licensed Mortgage professional as well. NMLS ID- 1603293.

Overview

8
8
years of professional experience

Work History

Relationship Manager

Visionary Lenders
12.2022 - Current
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Actively Managing a pipeline of 5 million + in active loans

Wholesale Account Executive

Resmac
07.2020 - 12.2022
  • Managed sales pipeline and closing ratio to keep leads current and on track.
  • Communicated with major accounts annually to review current business and grow sales.
  • Maintained detailed records of all account interactions using CRM software systems ensuring accurate reporting and data-driven decision making for future initiatives.
  • Participated in trade shows and conferences to promote company Brand and service

Independent Sales Contractor

American Direct Financial
07.2018 - 07.2020
  • Established strong client relationships through consistent follow-ups and excellent communication skills.
  • Utilized CRM software to track leads, manage contacts, and organize daily tracks
  • Negotiated with creditors to reduce interest rates, waive fees, and create affordable payment plans for the clients
  • Provided guidance on credit repair strategies to help improve clients credit score over time

Loan Officer

MR . Cooper
08.2016 - 07.2018
  • Maintained strict confidentiality of bank records and client information.
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
  • Negotiated favorable loan terms with borrowers, increasing overall profitability for the company.

Education

High School Diploma -

Dana Hills High School
Dana Point, CA
06.2006

No Degree - General Studies

Saddleback College
Mission Viejo, CA

No Degree - Real Estate

Allied American University
Laguna Hills, CA

Skills

  • Relationship Building
  • Client Relationships
  • Relationship building and management
  • Excellent Communication
  • Account Management
  • Loans
  • Team Leadership
  • Sales Reporting
  • Sales Support

Languages

Chinese (Mandarin)
Professional Working
English
Native or Bilingual

Timeline

Relationship Manager

Visionary Lenders
12.2022 - Current

Wholesale Account Executive

Resmac
07.2020 - 12.2022

Independent Sales Contractor

American Direct Financial
07.2018 - 07.2020

Loan Officer

MR . Cooper
08.2016 - 07.2018

High School Diploma -

Dana Hills High School

No Degree - General Studies

Saddleback College

No Degree - Real Estate

Allied American University

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Kevin Tran