Lee B Michaels

• Generated increased sales revenue through effective lead generation and follow-up efforts.
• Used consultative sales techniques to understand customer needs and recommend relevant products and services.
• Established clear goals and timelines throughout sales process
• Developed strategic partnerships with insurance brokers and financial consultants
• Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
• Managed client relationships through regular check-ins and updates on project progress.

• Marketed and established opportunities with national builders
• Continually added referral partners with focused strategy, used contract contacts (buyer/listing agents), cold called top agent lists and sent customized emails.
• Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
• Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
• Worked with underwriters to fix application problems and resolve issues.
• Followed up with clients on missing loan documents, providing guidance on best way to complete application process.

• Enhanced loan approval rates by diligently pre-qualifying mortgage applicants and accurately assessing their financial capabilities.
• Exceeded loan production quotas and business plan since first full year
• Consistently top producer of the office
• Established new builder relationship- currently on protected builder list, my account, for one of the largest builders in Maryland
• Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
• Maintained high level of customer satisfaction by providing prompt and accurate loan status updates/ constant communication with all parties.

• Support Loan Officer in all aspects of loan process from initial correspondence with client to preparation for settlement
• Structure loans and wrote preapprovals, file setup and organization, disclosing to the client, reviewing and analyzing documents to fit loan guidelines and clear conditions, and regular communication with the clients
• Reviewed and validated details of loan applications and closing documentation.
• Coordinated with internal operations staff and supporting vendors.

Assisted in growing family business, title company and law firm through sales, operations and IT support.

Short Sale and Foreclosure defense law firm

Architect of Short sale file management system

Marketed our expertise and efficiency to other short sale negotiators- folding their operations/customers under our law firm.

Advised on IT infrastructure- marketing and operations

Negotiated short sales and loan modifications as paralegal.

• Exceeded sales quota for sales of human resource outsourcing to small and medium sized businesses
• Recognized for sales accomplishments and breaking sales records of the time
• Coordinated with client, Paychex HR consultant, benefits reps with a focus on improving client operations
• Selected to conduct internal business and sales training to other Paychex sales reps because of exemplary sales career and corporate citizenship

• Paychex Administrative Services (PAS) FY '05 Rookie of the Year (broke record in largest revenue (January) sales month, PAS Salesperson of the Month January 2006, PAS Sales person of the Month July 2004, Conference qualifier 2005, 2006, 2007, Diamond Club, Monthly certificates for exceeding quota by 30%-100%