Lisa M Sewell
Wilmington,NC
Summary
Results-driven Sales Manager with extensive business growth, operations management, and staff development experience within real estate markets. An analytical professional with a progressive track record of expanding the client base and providing high-level sales management. A collaborative communicator capable of leveraging business professionals and clients to deliver consistent results. Extensive training in VA, FHA, Reverse Mortgages, and other loan operations. Sales Management & Growth Client Base
Motivated professional offering Bachelor Of Science in Business Administration Management/ Financial. Adds value to any organization in need of great collaboration, interpersonal and multitasking abilities. Meets tight deadlines.
Overview
23
23
years of professional experience
Work History
Home Inspector
Groundworks
Wilmington, NC
07.2021 - Current
- Conducted visual inspections of structures, including roofs, attics and crawlspaces to assess structural integrity.
- Verified the condition of electrical systems, plumbing fixtures and HVAC equipment.
- Documented findings in detailed reports that included photographs and diagrams.
- Reviewed building plans to ensure compliance with local codes and regulations.
- Checked appliances for proper installation and operation.
- Tested smoke detectors, carbon monoxide alarms and fire extinguishers for functionality.
- Assessed the overall condition of doors, windows, siding and other exterior components.
- Communicated effectively with clients regarding their specific needs and concerns.
- Maintained up-to-date knowledge of inspection techniques, codes, ordinances and regulations.
- Gave information about methods and materials to correct problems and bring construction in compliance with ordinances and codes.
REAL ESTATE BROKER
INTRACOASTAL REALTY
Wilmington, NC
01.2017 - 12.2020
- Identified daily turnover for cold calls and cancellations related to real estate sales with-in North Carolina region
- Utilize marketing skills and tactics to secure new buyers and sellers with-in market
- Key Accomplishments:
- Independently identify, reach out to, and secure new clients over telephone and through face-to-face visits
- Rookie Sales Person of the Year, Sales Person of the Year, Opened and Operated a Mortgage Brokerage.
- Developed and implemented marketing strategies to promote the sale of residential properties.
- Analyzed market trends and conducted research to identify potential buyers for properties.
- Negotiated offers between buyers and sellers in order to reach an agreement on price and terms of sale.
- Advised clients on how best to price their property in order to maximize profits while still appealing to potential buyers.
- Created detailed reports outlining comparable sales data in order to determine fair market value for a particular property.
- Managed all aspects of client transactions from initial contact through closing including coordinating inspections, appraisals, surveys, repairs and renovations when needed.
- Prepared market analysis statistics and bid presentation for buyers and sellers.
- Acquired new customers, counseled clients and identified purchasing needs to deliver relevant real estate investments.
- Trained and developed agents on consultative sales techniques while assessing needs of buyers to provide relevant properties.
Inside Mortgage Loan Originator
Interfirst Mortgage
Wilmington, NC
04.2001 - 08.2020
- Take incoming sales calls that are generated through Bank Rate
- Use sales techniques to turn these leads into customers
- Once I make them a customer I pass the file off to the processor and start cold calling or take incoming leads
- Licensed in several states and in the process of getting more licenses
- Specialize in Conventional, FHA, VA and Jumbo mortgages.
- Provided comprehensive mortgage loan advice and guidance to potential borrowers.
- Researched and evaluated various loan products to determine the best fit for each customer.
- Advised customers on their financial options, including credit repair services and refinancing opportunities.
- Analyzed financial information provided by customers in order to determine eligibility for loans.
- Processed loan applications in accordance with established guidelines and standards.
- Coordinated with lenders to ensure timely processing of all required paperwork.
- Developed relationships with real estate agents, builders, title companies, attorneys and other referral sources.
- Negotiated terms of loans with borrowers or their representatives while adhering to company policies and procedures.
- Assisted customers in obtaining necessary documentation needed for loan approval purposes.
- Promoted mortgage products through marketing campaigns using multiple channels such as email blasts, social media posts.
- Originated loans and assisted senior-level credit officers with complex loan applications.
Sales Manager
Geneva Financial
Wilmington, NC
08.2019 - 06.2020
- Worked remotely
- Set up sales goals for my team on a daily basis
- Trained and mentored Mortgage Loan Originators
- Worked in bound mortgage leads
- Established relationships with Builders, Realtors, Attorneys and CPAS.⁕⁕
- For mortgage leads
- Submitted VA, FHA, USDA and Conventional mortgage loans.
- Developed and implemented sales strategies to increase market share.
- Established relationships with key clients, while maintaining existing customer base.
- Monitored industry trends and competitor activities to stay ahead of the competition.
- Analyzed data to identify trends in customer behavior and develop plans accordingly.
- Managed daily operations of sales department, including supervision of staff members.
- Trained, coached, and mentored junior sales personnel to ensure success in their roles.
- Provided technical support for customers when needed, answering questions about product features and capabilities.
- Conducted regular meetings with staff members to review goals and objectives for the quarter and year.
- Organized trade shows and other events as a means of increasing visibility in the marketplace.
- Developed pricing strategies that would maximize profits while still remaining competitive in the market.
- Researched potential customers using various sources such as public records, web searches.
- Participated in negotiations with vendors regarding product purchases or contracts.
Sales Manager
Sierra Pacific Mortgage
Wilmington, NC
06.2019 - 08.2019
- Worked with my team to obtain our sales goals every month
- Hired and trained mortgage professional.
- Established relationships with Builders, Realtors, CPAs and Attorneys
- Submitted conventional, FHA,VA and USDA mortgage loans, worked with processors and underwriters to meet or beat our deadlines.
- Created and presented monthly reports to management on sales performance.
- Analyzed data to identify trends in customer behavior and develop plans accordingly.
- Monitored industry trends and competitor activities to stay ahead of the competition.
- Managed daily operations of sales department, including supervision of staff members.
- Trained, coached, and mentored junior sales personnel to ensure success in their roles.
- Provided technical support for customers when needed, answering questions about product features and capabilities.
- Conducted regular meetings with staff members to review goals and objectives for the quarter and year.
- Developed pricing strategies that would maximize profits while still remaining competitive in the market.
- Researched potential customers using various sources such as public records, web searches.
- Negotiated contracts with suppliers to achieve cost savings without compromising quality standards.
- Maintained accurate records of all transactions between customers and company representatives.
- Tracked monthly sales to generate reports for business development planning.
- Performed sales consultations and educated clients on products and services.
- Created and maintained sales environment to support business objectives.
Manager Reverse Mortgage Professional
AMERICAN ADVISORS GROUP
Wilmington, NC
02.2018 - 07.2019
- Reverse Mortgage Professional
- Territory was South Eastern Carolina's
- Established relations with Builders,Realtors,CPAS and Attorneys
- Was given about 6 leads a day from the 1st to the 15th
- These leads called in off of the TV ads and I worked the leads and set them up in salesforce and worked them till they became a customer or had someone they could refer me to
- Once a lead turned into a sale, I would prequal and submit to the borrower a reverse mortgage application
- I would then collect documents to submit a file to underwriting
- Once out of underwriting I would clear all conditions, order title and set up closing.
- Created monthly reports for senior management summarizing operational performance metrics.
- Developed and implemented strategies to increase customer satisfaction and loyalty.
- Conducted regular meetings with staff to discuss progress and identify areas of improvement.
- Monitored budgets and expenditures to ensure cost-effectiveness while maintaining quality standards.
- Provided leadership during times of organizational change or crisis situations.
- Assessed team member's skillsets and assigned tasks accordingly for optimal efficiency.
- Implemented new technologies to streamline operations, reduce costs, and improve customer service.
REAL ESTATE BROKER
CENTURY 21 SWEYER & ASSOCIATES
Wilmington, NC
04.2015 - 01.2017
- Orchestrated real estate cold calls, listings, and cancellations
- Interfaced with potential buyers, sellers, and other home owner professionals to establish a client base and business network
- Hosted open houses to expand client base
- Key Accomplishments:
- Successfully obtained the first two business listings through face-to-face door visits.
- Developed and implemented marketing strategies to promote the sale of residential properties.
- Conducted inspections of properties to assess condition, features, and other factors prior to listing them on the market.
- Analyzed market trends and conducted research to identify potential buyers for properties.
- Negotiated offers between buyers and sellers in order to reach an agreement on price and terms of sale.
- Advised clients on how best to price their property in order to maximize profits while still appealing to potential buyers.
- Maintained relationships with current and prospective clients by providing exceptional customer service throughout the transaction process.
- Drafted real estate contracts, purchase agreements, and closing documents according to state regulations.
- Provided guidance regarding local zoning laws, homeowner association rules, mortgage requirements, escrow procedures, title insurance policies.
- Organized open houses for prospective buyers in order to showcase available properties.
- Created detailed reports outlining comparable sales data in order to determine fair market value for a particular property.
OPERATIONS MANAGER
NATIONS LENDING CORPORATION
Baltimore, MD
04.2013 - 05.2016
- Communicated with clients, loan officers, and other professionals to execute a secure loan pipeline
- Submitted and processed FHA, VA, Conventional, HARP 3.0, and Jumbo loans and associated paperwork
- Key Accomplishments:
- Processed a monthly average of 50 loans for $10M monthly business pipeline.
- Developed and implemented operational procedures to ensure quality standards are met.
- Monitored and improved efficiency of processes, team performance, and customer service.
- Directed operations staff by providing guidance, training, and support in order to meet company objectives.
- Performed cost analysis for various projects to determine budget requirements.
- Maintained accurate inventory records to track stock levels and minimize costs.
- Established effective relationships with vendors to negotiate pricing and secure materials needed for production.
- Ensured compliance with safety regulations and maintained a safe work environment for all personnel.
NEW HOME SPECIALIST
STEVEN’S FINE HOMES
Wilmington, NC
09.2013 - 11.2015
- Showcased model homes and home sites to potential clients as primary manager of Dogwood Lakes and The Reserve at Holly Ridge on-site sales locations
- Collected information to build a functional business base of walk-in and reserve clients
- Key Accomplishments:
- Successfully closed 19 home sales within the first five months on-site; the first sale was a home which had sat for 2.5 years.
- Assisted customers in selecting new homes, providing information on available options and features.
- Provided detailed tours of model homes, highlighting key features and amenities to prospective buyers.
- Conducted follow-up calls with interested parties to answer questions and provide additional information.
- Collaborated with sales team members to ensure that all customer needs were met in a timely manner.
- Maintained an up-to-date knowledge of current trends in the housing market.
- Developed promotional materials for new home developments, including brochures, flyers, and website content.
- Created reports detailing monthly sales performance metrics such as number of units sold and total revenue generated.
- Organized open houses for prospective buyers and provided assistance during viewings.
- Ensured compliance with local zoning regulations when constructing new buildings or making renovations.
- Coordinated with architects and engineers to verify accuracy of building plans prior to construction commencement.
Mortgage Broker
Northstar Mortgage Consultants
12.2005 - 06.2013
- Created and maintained relationships with clients to ensure successful loan transactions.
- Analyzed financial information, credit reports and appraisals to determine mortgage eligibility.
- Provided guidance on the selection of loan products best suited for clients' needs.
- Negotiated terms and conditions of mortgages with lenders.
- Prepared documents for closing process and monitored progress throughout transaction.
- Verified accuracy of all documentation prior to submission to underwriting department.
- Communicated effectively with clients regarding details of their loans and kept them informed about status of their applications.
- Assisted clients in completing paperwork required for loan application process.
- Reviewed existing policies, procedures and regulations related to mortgage lending industry.
- Developed strategies to maximize customer satisfaction while minimizing risk associated with loan origination activities.
- Advised customers on available options for financing real estate purchases or refinancing existing mortgages.
- Ensured compliance with state and federal laws governing mortgage lending operations.
OPERATIONS MANAGER
IKON FINANCIAL GROUP
Wilmington, NC
06.2009 - 04.2013
- Established and utilized client prospecting techniques and initiatives to effectively recruit beneficial business accounts
- Recruited and trained loan officers and processors in underwriting loans in accordance to best practices and guidelines
- Key Accomplishments:
- Increase business sales to an average of 50 monthly loans covering up to $12M in monthly processing.
Regional Vice President
Aegis Wholesale Mortgage
04.2002 - 06.2005
- Developed and implemented strategies to increase regional sales volume.
- Conducted regular meetings with district managers to review performance and provide guidance.
- Analyzed financial data and prepared comprehensive reports for executive review.
- Oversaw the development of budgets, forecasts, and business plans for each region.
- Created effective training programs for new employees in the region.
- Managed recruitment activities to ensure adequate staffing levels within the region.
- Partnered with local businesses to build relationships and foster growth opportunities.
- Performed market research to identify potential areas of expansion in the region.
- Provided guidance on operational issues such as pricing, inventory management, and product distribution.
- Reviewed customer feedback surveys to develop actionable insights into customer satisfaction levels.
Education
Bachelor of Science - Business Administration, Finance, Healthcare Admin
Colorado Technical University
Colorado Springs, CO06-2024
Real Estate Laws & Practices -
JONES REAL ESTATE COLLEGE
TERRY WEAVER | New Home Sales 1 Week Training. BOB SCHULTZ -
Skills
- Professional Networking
- Client Interviewing
- Relationship Building
- Professionalism
- Written Communication
- Problem-Solving Abilities
- Decision-Making
- Team Collaboration
- Analytical Thinking
- Time Management Abilities
- Effective Communication
- Excellent Communication
- Account Reconciliation
- Financial Consulting
- Investment Analysis
- Budget Support
- Auditing
- Bookkeeping
- Funds Distribution
- Business Development
- Report Preparation
- Data Analysis
- Statistical Analysis
- Due Diligence
- Comparative Analysis
- Financial Management
- Superior Time Management
- Research and Data Analysis
- General Ledger Journal Entry
- Administrative Support
- Microsoft Excel
- Research Abilities
- Auditing Procedures
- Tax Planning
- Negotiation
- Customer Relationship Management
- Database Management
- MS Office Suite
- Accounting Principles
- Business Development Assistance
- Report Creationp
- General Ledger Accounting
- Finance
- Cash Flow Management
- Organization and Time Management
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
When people talk, listen completely. Don’t be thinking what you’re going to say. Most people never listen.
Ernest Hemingway
Timeline
Home Inspector
Groundworks
07.2021 - Current
Sales Manager
Geneva Financial
08.2019 - 06.2020
Sales Manager
Sierra Pacific Mortgage
06.2019 - 08.2019
Manager Reverse Mortgage Professional
AMERICAN ADVISORS GROUP
02.2018 - 07.2019
REAL ESTATE BROKER
INTRACOASTAL REALTY
01.2017 - 12.2020
REAL ESTATE BROKER
CENTURY 21 SWEYER & ASSOCIATES
04.2015 - 01.2017
NEW HOME SPECIALIST
STEVEN’S FINE HOMES
09.2013 - 11.2015
OPERATIONS MANAGER
NATIONS LENDING CORPORATION
04.2013 - 05.2016
OPERATIONS MANAGER
IKON FINANCIAL GROUP
06.2009 - 04.2013
Mortgage Broker
Northstar Mortgage Consultants
12.2005 - 06.2013
Regional Vice President
Aegis Wholesale Mortgage
04.2002 - 06.2005
Inside Mortgage Loan Originator
Interfirst Mortgage
04.2001 - 08.2020
Bachelor of Science - Business Administration, Finance, Healthcare Admin
Colorado Technical University
Real Estate Laws & Practices -
JONES REAL ESTATE COLLEGE