Krista Watson
Folsom,CA
Summary
Accomplished Sales Manager/Mortgage Consultant, thriving in a team environment to implement best practices to overcome challenges in any environment. I am a highly skilled loan specialist with a proven track record in leading a team to exceed KPI goals in a relationship based market. I have performed thousands of transactions successfully, while helping clients achieve their dream goal of homeownership as well as achieving client financial goals. I am able to succeed best and thrive in a fast paced ever changing environment, utilizing critical thinking and problem solving skills. I have been able to achieve success within a team environment and client database using an approach to relationships, problem solving, and overall service experience. A primary focus is to implement best practices within teams, while identifying and developing talent.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Sales Manager/Sr. Mortgage Consultant
Masters Team Mortgage
07.2013 - Current
- Built, managed, and led a "boutique" Sales team in achieving and exceeding volume expectations for over 10 years
- Set and achieved goals within acquiring new referral relationships within the industry; led by example in landing new referral sources
- Regularly assisted to build Client success plans in efforts of reaching and obtaining their financial goals; within Credit reporting changes/debt profile changes and strategies
- Set and achieved goals within acquiring new referral relationships within the industry; led by example in landing new referral sources
- Strived in establishing a "White Glove" relationship based atmosphere, while maintaining strong communication with clients, Realtors, and affiliate teams/underwriters to achieve prompt loan closings.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Implemented critical thinking and problem solving skills within any underwriting issues or client apprehensions
- Followed up with clients on missing loan documents, providing guidance inside and outside of business hours to ensure loan closure and approval
- Analyzed loan applications and credit reports to determine loan eligibility and in efforts of guiding to select the appropriate loan program that would be most suitable for the client to meet their financial goals
Client Retention Specialist/Billing Auditor
Sprint Corp.
01.2009 - 07.2013
- Approached customer challenges with problem solving techniques and strategies to achieve customer solutions and satisfaction
- Maintained and retained client high-level client relationships; reaching resolutions to avoid any legal actions
- Built constructive customer relationships to improve loyalty and recommendations.
- Identified changing customer needs and adapted service strategies to meet them.
- Utilized knowledge of customer experience to create specialized plans for customer retention.
- Utilized advanced skills in solving problems and making accurate decisions to implement strategies that brought about immediate results.
- Once recruited to Solutions Billing Auditing team, was able to rectify customer concerns with system and representative inflicting billing errors and fixing such errors in companies system going forth.
- Utilized analytical and mathematical skills to quickly identify root causes of financially impacting billing issues; ultimately saving customer's money and loyalty as well as the corporation.
Education
Psychology
Folsom Lake College
Folsom, CASkills
- Primary focus of Business Development strategies; while maintaining ability to manage and lead successful Sales team and adapt to current business environment at hand
- Ability to lead by example with positive reinforcement, self affirmations, helpful coaching strategies, while sharing and implementing Best Practices in Sales/Relationships
- Implement successful Lead Generation strategies
- Maintaining focus and transparency KPI tracking and goals, within myself and team
- Providing coaching, knowledge and support to team members and affiliates
- Client Relationship Management- always working to maintain "White Glove" experience and environments, with goals of long term Relationship building
- Consistent Market Research to identify and reach target audiences and Clients financial hurdles/goals
- Thriving in "team" environments with new ideas and support for objectives and apprehensions
Certification
- Licensed MLO- NMLS: 1402351
- Licensed Realtor, CA DRE: 01928145
Timeline
Sales Manager/Sr. Mortgage Consultant
Masters Team Mortgage
07.2013 - Current
Client Retention Specialist/Billing Auditor
Sprint Corp.
01.2009 - 07.2013
Psychology
Folsom Lake College
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