Summary
Overview
Work History
Education
Skills
Timeline
Technical Skills
Generic

Lisa Banhagel

Costa Mesa,California

Summary

Highly driven Remote Sales Professional with over 20 years of experience in consultative sales, financial services and debt relief solutions. Proven track record of exceeding sales goals, fostering client relationships, and driving significant revenue growth in competitive, fast-paced environments. Skilled in prospecting, lead generation and CRM management with a proven ability to identify client needs and deliver tailored financial solutions. Dedicated to helping individuals achieve their financial goals while contributing to organizational success through strategic sales execution and exceptional service.

Overview

15
15
years of professional experience

Work History

Senior Sales Consultant

Elevate 1 Financial
02.2024 - Current
  • Executed high frequency sales calls to quickly build rapport and establish trust with clients to generate sales.
  • Addressed each client's financial situation with empathy and educated them on their options to best resolve their challenges.
  • Provided tailored debt consolidation options for each client.
  • Outperformed sales goals by 50% on a consistent basis.
  • Ensured all transactions met our compliance standards and received multiple awards earning 100% compliance.
  • Utilized CRM tools to update lead file notes and status.
  • Received many referrals from happy clients and excellent customer service reviews on Trust Pilot.

Senior Mortgage Advisor

Broker, Wells Fargo, Chase, Citi and Bank of America
07.2010 - 02.2024
  • Originated and closed $50M+ in residential mortgage loans annually, consistently exceeding production goals.
  • Maintained a 98% customer satisfaction rate by ensuring timely updates and seamless closings.
  • Provided financing options for Conventional, Jumbo, FHA, VA and non-QM loan products to serve diverse borrower needs.
  • Pre-qualified borrowers by analyzing creditworthiness, income, and assets to identify the best mortgage products to align with financial goals.
  • Expanded business through referrals by consistently delivering exceptional service and fostering long-term customer relationships.
  • Advised clients on credit improvement strategies, helping them secure better loan terms and ultimately achieve homeownership goals.
  • Organized informative seminars for prospective homebuyers, educating them on the mortgage application process and generating new leads for the company.
  • Coordinated with real estate agents, title companies and appraisers to ensure smooth transactions from origination to closing.
  • Stayed current with changing mortgage regulations and underwriting guidelines, protecting clients and company interests.

Education

Bachelor of Science - Business Administration, Finance

Chapman University
Orange, CA

Skills

  • 20 Years in Consultative Sales & Solution-Based Selling
  • Prospecting, Cold Calling & Lead Generation
  • Debt Relief & Financial Solutions Specialist
  • Objection Handling & Negotiation Expertise
  • Regulatory Compliance & Risk Management
  • CRM & Data Management (Salesforce)
  • Remote Work & Virtual Communication
  • Strong Written, Verbal & Oral Communication Skills

Timeline

Senior Sales Consultant

Elevate 1 Financial
02.2024 - Current

Senior Mortgage Advisor

Broker, Wells Fargo, Chase, Citi and Bank of America
07.2010 - 02.2024

Bachelor of Science - Business Administration, Finance

Chapman University

Technical Skills

  • Salesforce
  • Microsoft Office
  • Zoom
  • Slack

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