Lori Mace
Finance & Insurance Manager
Morgan,UT
Summary
Review of my qualifications will showcase more than 25 years of success in intensive client facing and sales positions in financial services, Real Estate and other industries.
I am confident that my skills and accumulated experience will generate immediate value with your company
Was awarded the Customer Service Award three years in a row at Wells Fargo, with an office of 20+ Loan Officers.
Experience with: Microsoft Office/Word/Google Docs/Google Plus/Several CRM Operating Systems
Community Engagement: Relay for life (Five Years), Festival of Trees (7 Years) Both in Twin Falls, ID.
Interests: Spending time with family doing outdoor activities, furniture restoration, golf, and travel.
Overview
25
25
years of professional experience
1
1
Cell phone 801-668-5233
1
1
Happy.lorimace@gmail.com
Work History
Customer Service
Sherwin-Williams
01.2024 - Current
- Increased customer retention through exceptional technical support and customer service.
- Improved customer service by projecting friendly and knowledgeable attitude.
- Increased repeat business through exceptional customer service and communication skills.
- Anticipated guests' needs and delivered excellent customer service.
- Provided exceptional customer service to patrons and communicated professionally.
- Provided exceptional customer service, addressing guest inquiries promptly and professionally.
Reverse Mortgage Loan Officer
Mutual Of Omaha
02.2022 - 01.2024
- Developed strong relationships with clients, resulting in increased referral business and repeat customers.
- Delivered informative presentations at community events to educate potential borrowers about reverse mortgage options.
- Maintained strict adherence to regulatory guidelines, minimizing risk and ensuring compliance with all lending policies.
- Negotiated favorable loan terms for clients by leveraging strong communication skills and market expertise.
- Collaborated effectively with underwriters, processors, and other team members to ensure timely loan closings.
- Successfully maintained a high approval rate through diligent attention to detail during the underwriting process.
Realtor
Exit Realty
06.2020 - 02.2022
- Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
- Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
- Developed strong knowledge of local market conditions, allowing for accurate pricing strategies and targeted marketing efforts.
- Enhanced client satisfaction with diligent follow-up after closing, ensuring a positive experience overall.
- Streamlined contract negotiations by meticulously reviewing documents and communicating clearly with all involved parties.
- Collaborated with other agents to ensure timely closings and successful transactions for all parties involved.
- Generated leads for potential buyers and sellers by hosting open houses, conducting market analysis, and networking within the community.
- Leveraged social media platforms and online marketing strategies to increase property visibility and attract potential buyers.
Realtor
Keller Williams
07.2018 - 05.2020
- Helped 19 families buy and sell their homes.
- Was very attentive to my clients, and negotiated the very best for each of their situations.
- Enhanced client satisfaction with diligent follow-up after closing, ensuring a positive experience overall.
- Got hugs at the closing because things went so well, and my clients were so happy with how their transactions went.
- Was able to get referral business because my clients were pleased with buying/selling their homes.
Mortgage Loan Officer
Wells Fargo
09.2013 - 06.2018
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Participated in industry events and conferences to build relationships and gain market intelligence.
Sales Manager
Woodstone And Heritage Assisted Living
06.2010 - 06.2013
- Analyzed sales statistics and realized continuous improvement within a dynamic market
- Accelerated revenue and increased bed occupancy 170% using specialized strategies and provided internal consulting to scale lessons learned to other locations
- Elevated bed occupancy by an additional 80%-100% without budget impact
- Achieved superior knowledge concerning service offering to best answer queries for various clients
Owner
Curves
05.2005 - 05.2010
- Managed day-to-day business operations.
- attained membership growth of 71% in the first year and continued to grow membership every year thereafter, performing extensive market research and standardizing service delivery.
- Deployed ongoing training to my team to achieve top-tier results across KPI's; sought out as a trusted across the industry for sales expansion, including speaking at local business meetings.
Education
Automobile Finance And Insurance
The College of Finance Management Training
Online02.2022
Real Estate License
Stringham School of Real Estate
Salt Lake City, UT09.2018
Mortgage Loan Officer License -
Mortgage Educators
Online07.2013
Skills
- Customer Service Award three consecutive years, Wells Fargo
- Professional Customer Service
- Meeting Sales Goals
- Sales objectives
- Forecasting sales
- Resilience Under Pressure
- Sales Presentations
- Networking
- Adaptability to Change
- Objection handling
- Lead Generation
- CRM Software Usage
Work Preference
Work Type
Full TimeLocation Preference
On-SiteRemoteHybridTimeline
Customer Service
Sherwin-Williams
01.2024 - Current
Reverse Mortgage Loan Officer
Mutual Of Omaha
02.2022 - 01.2024
Realtor
Exit Realty
06.2020 - 02.2022
Realtor
Keller Williams
07.2018 - 05.2020
Mortgage Loan Officer
Wells Fargo
09.2013 - 06.2018
Sales Manager
Woodstone And Heritage Assisted Living
06.2010 - 06.2013
Owner
Curves
05.2005 - 05.2010
Automobile Finance And Insurance
The College of Finance Management Training
Real Estate License
Stringham School of Real Estate
Mortgage Loan Officer License -
Mortgage Educators