Dynamic and results-driven sales professional with a proven track record of exceeding sales goals and building strong client relationships. Skilled in lead generation, negotiation, and closing deals. Experience in various industries.
Overview
12
12
years of professional experience
Work History
TEAM LOAN OFFICER
The Ben Lemon Team, Direct Rate Home Loans
12.2017 - Current
Developed relationships with clients to understand financial needs and provide tailored solutions
Collaborated with underwriting team to ensure timely and accurate processing of loans
Successfully closed multiple loans each month, exceeding monthly sales targets
Stayed updated on industry regulations to provide accurate information and advice to clients
Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Examined customer loan applications for loan approvals and denials.
Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
Negotiated favorable loan terms with borrowers, increasing overall profitability for the company.
Increased repeat business by maintaining regular contact with clients and providing exceptional post-sale support.
Assisted in hiring, onboarding, and training new employees, ultimately creating a more skilled workforce.
Increased sales revenue by developing and implementing effective sales strategies.
OFFICE MANAGER
Capital Finance Associates
01.2013 - 12.2017
Managed day-to-day office operations, including overseeing staff and coordinating projects
Developed and implemented office policies and procedures to improve efficiency and organization
Maintained office budget and inventory, resulting in cost savings and streamlined processes
Coordinated meetings and events, while providing exceptional customer service to clients and staff
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Assisted in hiring, onboarding, and training new employees, ultimately creating a more skilled workforce.
Increased sales revenue by developing and implementing effective sales strategies.
Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
Provided ongoing training and mentorship for junior sales staff, fostering professional development and career growth.
Education
BUSINESS MANAGEMENT -
Salt Lake Community College
Salt Lake City, UT
01.2014
Skills
Adaptability
Coachable
Conflict Resolution
Detail Oriented
Leadership
Communication
Relationship building
Database Management
Documentation Review
Sales expertise
Negotiation Techniques
Staff Management
Analytical problem solver
Timeline
TEAM LOAN OFFICER
The Ben Lemon Team, Direct Rate Home Loans
12.2017 - Current
OFFICE MANAGER
Capital Finance Associates
01.2013 - 12.2017
BUSINESS MANAGEMENT -
Salt Lake Community College
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