Le Luu
Dorchester,Ma
Summary
Dedicated Account Executive promoting dynamic customer service, issue resolution and relationship building skills. Bilingual and effective at maximizing repeat business opportunities.
Overview
29
29
years of professional experience
Work History
Junior Account Executive
Lenox Financial Mortgage Corp. dba WesLend Financial
10.2021 - 11.2023
- Establish and maintain relationships through frequent travel with mortgage brokers and mortgage bankers to generate business referrals.
- Present loan products, pricing, point of contacts, and business model to prospective and existing customers.
- Educate brokers and banking partners on 11 Mortgage procedures to expedite underwriting, locking, and closing.
- Act as the mediator between external partners and Mortgage operations.
- Assists in resolving broker questions or concerns without overpromising expectations
- Communicate and work with Account Managers as necessary to ensure desired production results
- Provided support in developing pricing models for products and services.
Telemarketing /Appointment setting
Independent contractor
Boston, MA
09.2014 - 10.2021
- Ensure each potential customer has a positive experience with our company
- Take the initiative to learn about the company and grow within the role
- Prioritize which appointments take priority over others to maximize revenue
- Field incoming phone calls and convert 50% or more to appointments
- Develop and distribute reports of each day’s appointments
- Use Microsoft Office suite to manage various aspects of the job
- Demonstrate a pleasant disposition with each prospect
- Properly explain the products and services to prospective customers.
Real Estate Telemarketer
Keller Williams Realty, Inc.
01.2009 - 11.2014
- Cold call people using a given MLS directory for expire and current listing
- Educate homeowner information about buying/selling, property with current market condition
- Ask pertinent questions to understand the customer’s requirements
- Persuade the customer to list with agency by demonstrating how services will meet their needs.
- Identified potential customers through cold calling and database research.
- Developed relationships with customers to increase sales opportunities.
- Greeted customers in a friendly, professional manner on the phone.
- Participated in weekly team meetings to discuss performance metrics and improvement ideas.
Account manager
PIPELINE DATA
Quincy, MA
11.2010 - 10.2012
- Contacted businesses by telephone to solicit merchant services
- Explained Terms/rate and pricing information to potential customers
- Collected data and reported sales activities in Saleforce CRM
- Obtained customer information for Instant online underwriting system
- Trained and supported junior account management professionals to increase company revenue
- Negotiated contracts, closed agreements and supported sales team in new product launches
- Communicated with clients via email, phone, online presentations, screen-share and in-person meetings.
Sr Loan Officer
American Family Mortgage
Springfield, MA
07.1997 - 08.2008
- Analyzed applicants' financial, credit, and property valuations
- Obtained information on loan applications and collected relevant paperwork for loans
- Approved loans within specified limits, referred declined loan applications to secondary source
- Explained different types of loans, credit options and terms to prospective buyers
- Determined buyer ability to pay costs by investigating financial resources and creditworthiness
- Review active loan files each day to determine if any documents are missing
- Identify products that meets the customer's needs and the organization's lending guideline
- Utilize professional judgement to determine which potential borrowers represent good risk.
Loan Officer
Ameriquest Mortgage
Westborough, MA
05.1995 - 05.1997
- Meets with and interviews potential and current clients to understand their lending needs including first-time mortgages and refinance of existing loans
- Explains the differences between and approval requirements of various types of mortgages; prepares and presents a lending package based on client specifications
- Assists clients with completion of mortgage applications, inspecting completed documents for accuracy and thoroughness
- Reviews loan applications, gathers credit histories and reports, and assesses applicants’ capacity to repay and default risk
- Based on predetermined requirements, assesses, and grants or rejects mortgage applications
- Views or visits property for real estate purchase or refinance
- Maintains knowledge of trends and developments in the local real estate market; current and predicted lending rates; and changes in rules, regulations, and best practices of various mortgages.
Education
Bachelor of Arts - Hotel Restaurant n Travel Administration
University of Massachusetts - Amherst
01.1989
Skills
- Lead Generation
- Business Development
- Customer Service
- CRM Software
- Inbound and Outbound Calls
- Appointment Scheduling
- Cold calling
References
Available upon request
Timeline
Junior Account Executive
Lenox Financial Mortgage Corp. dba WesLend Financial
10.2021 - 11.2023
Telemarketing /Appointment setting
Independent contractor
09.2014 - 10.2021
Account manager
PIPELINE DATA
11.2010 - 10.2012
Real Estate Telemarketer
Keller Williams Realty, Inc.
01.2009 - 11.2014
Sr Loan Officer
American Family Mortgage
07.1997 - 08.2008
Loan Officer
Ameriquest Mortgage
05.1995 - 05.1997
Bachelor of Arts - Hotel Restaurant n Travel Administration
University of Massachusetts - Amherst
Similar Profiles
Joseph ReedJoseph Reed
Owner/Financial Planner at Barefoot Financial Planning (DBA for practice through Lincoln Financial Securities Corp.)Owner/Financial Planner at Barefoot Financial Planning (DBA for practice through Lincoln Financial Securities Corp.)
Rebecca A. GlasRebecca A. Glas
SENIOR MORTGAGE LOAN CLOSER at Freedmont Mortgage Group Dba Radius FinancialSENIOR MORTGAGE LOAN CLOSER at Freedmont Mortgage Group Dba Radius Financial
Johana MorenoJohana Moreno
Sr Loan Processor / Loan Originator at Amcap Mortgage Ltd DBA Gold Financial ServicesSr Loan Processor / Loan Originator at Amcap Mortgage Ltd DBA Gold Financial Services