Summary
Overview
Work History
Education
Skills
Timeline
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Kylee Gutierrez

Nashville,TN

Summary

Results-driven and customer-focused professional with experience in sales and customer service. My effective communication and interpersonal skills enable me to build strong relationships with clients, fostering trust and loyalty. Through my strategic approach to sales and customer service, I have consistently exceeded targets and contributed to revenue growth.

Overview

2
2
years of professional experience

Work History

Loan Officer/Loan Officer Assistant

Convoy Home Loans, Inc
05.2022 - 03.2023
  • Gathered important information from the client to provide the Loan Officer with a complete loan application.
  • Leveraged CRM functionalities to maintain accurate and up-to-date client information, loan status, and communication history, ensuring seamless collaboration with team members.
  • Proactively stayed updated on industry regulations, lending guidelines, and market trends to provide accurate information to clients and support loan officers in decision-making.
  • Gathered and organized documents such as employment verification, insurance documents, loan files, and tax records, and credit reports.
  • Answered inquiries and provided superior customer service to clients.

Inside Sales Representative

Eargo
03.2023 - 07.2023
  • Made 100+ outbound calls per day to prospective clients.
  • Determined needs, delivered solutions, and overcame objections through consultative selling skills.
  • Met or exceeded sales targets and quotas to contribute to overall sales goals and revenue of company.
  • Used CRM software to maintain detailed contact logs and account records.
  • Gained client trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.

Loan Officer Assistant

Global Equity Finance
10.2021 - 05.2022
  • Assisted an Executive Loan Officer in consecutively being one of the highest producing teams at the brokerage week after week.
  • Interviewed loan applicants to obtain personal and financial data to assist in completing applications for the Loan Officer.
  • Communicated with customers daily to request information and complete paperwork.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
  • Consulted with outside vendors to identify and resolve loan closing issues.

Education

Bachelor of Science - Communication Sciences And Disorders

Northern Arizona University
Flagstaff, AZ
05.2021

Skills

  • Customer Service and Assistance
  • Software Proficiency (Salesforce)
  • Lead Qualification/Generation
  • Consultative Selling
  • Written and Verbal Communication
  • Adaptation to Change

Timeline

Inside Sales Representative

Eargo
03.2023 - 07.2023

Loan Officer/Loan Officer Assistant

Convoy Home Loans, Inc
05.2022 - 03.2023

Loan Officer Assistant

Global Equity Finance
10.2021 - 05.2022

Bachelor of Science - Communication Sciences And Disorders

Northern Arizona University

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Kylee Gutierrez