Leticia Vigil
Cottonwood Heights
Summary
Dynamic and results-driven professional with a proven track record, excelling in client account management and sales development. Leveraged strong relationship-building skills and expert negotiation tactics to surpass sales targets and foster client loyalty. Skilled in CRM systems and operations, consistently increased revenue and client acquisition.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Team Loan Officer/ Account Manager
The Ben Lemon Team, Direct Rate Home Loans
Cottonwood Heights
11.2017 - 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
- 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.
- Increased repeat business by maintaining regular contact with clients and providing exceptional post-sale support.
- Increased sales revenue by developing and implementing effective sales strategies.
- Increased new client acquisition with persuasive outbound calls promoting company services or p
- Recruited, interviewed and hired individuals adding value, dedication and knowledge to sales team.
- Mentored junior team members, sharing industry knowledge, best practices, and proven techniques for successful selling.
- Maintained up-to-date knowledge of industry trends, competitor offerings, and government regulations impacting the mortgage sector.
- Established and nurtured relationships with real estate agents and other industry professionals.
- Utilized CRM systems to effectively manage client interactions and follow-ups.
Account Executive/ Office Manager
Capital Finance Associates
Sandy
01.2012 - 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.
- Maintained up-to-date knowledge of industry trends and developments.
Education
Bachelor of Science - Business Management
University of Utah
Salt Lake City, UT01.2014
Skills
- Sales techniques
- Relationship selling
- Sales development
- Client account management
- Negotiation tactics
- Document review
- Account development
- Converting leads
- Qualifying leads
- CRM systems
- Goals and performance
- Excellent communication skills
- Operations
- Strong lead development skills
- Account management
- Sales presentation
- Revenue generation
- Pipeline management
- Interpersonal skills
- Relationship building and management
Certification
- MLO License
Timeline
Team Loan Officer/ Account Manager
The Ben Lemon Team, Direct Rate Home Loans
11.2017 - Current
Account Executive/ Office Manager
Capital Finance Associates
01.2012 - 12.2017
Bachelor of Science - Business Management
University of Utah
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