Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lori Roberts

Frisco,Texas

Summary

Experienced with identifying and addressing client needs throughout the home-buying process. Utilizes effective communication to build trust and guide clients to successful transactions. Track record of leveraging negotiation skills to achieve favorable outcomes for all parties involved.

Overview

18
18
years of professional experience

Work History

New Home Sales Counselor

Grand Homes
09.2023 - 02.2025
  • Sold luxury new homes to prospective buyers with customized options based on customer preferences and budgetary constraints and guided them throughout the home building process to close.
  • Collaborated with construction teams to ensure homes were built according to buyer specifications and delivered within promised timeframes.
  • Enhanced team performance through active participation in weekly sales meetings where key issues were discussed collaboratively and solutions were proposed.
  • Participated in leading new home sales training to stay current on industry news, trends, regulations, and best practices in new home sales.

Mortgage Loan Officer

Reliance First Capital, LLC
10.2020 - 10.2022
  • Originated loans, licensed in 12 states.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Successfully sold conventional and non-conventional loans and specialty investor programs. Established relationships with customers for their refinancing and purchase loan transactions.

Business Sales Representative

CC Advocacy
09.2018 - 04.2020
  • Business-to-business inside sales position
  • Prospect, present and sell company’s services to potential new customers
  • Exceeded sales targets for multiple campaigns
  • Handled inquiries from potential customers.

Key Sales Partner

Brighton Collectibles
01.2011 - 04.2018
  • Fulfill supervisory management duties as needed including; banking, inventory, receiving and transferring of shipments, facilitating floor sets and marketing campaigns
  • Provide professional and exceptional customer service to customers for the company’s 3rd highest volume store (out of 160+ stores) and consistently rank above company and district objectives for personal sales goals
  • Strong selling skills have led to multiple wins in sales contests.

District Sales Manager

Hunter Douglas, Gulf Coast Window Covering
03.2007 - 08.2009
  • Responsible for sales relationships and increasing sales in Dallas and East Texas territory to window covering dealers as sales consultant for Hunter Douglas Window Fashions
  • Maintained own account list and prepared sales reports
  • Responsible for maintaining long-term relationships with key accounts and informing client base of business programs
  • Developed and nurtured new account base
  • Provided consultative training to accounts and held product training classes to groups and attended trade shows
  • Increased sales in 5 product categories within first year of sales.

Education

Bachelor’s Degree - Science (General Studies, Business Administration)

University of Kansas, College of Liberal Arts
Lawrence, KS

Associate of Arts - Business Administration

Stephens College
Columbia, MO

Skills

  • Strong Problem Solver
  • Effective negotiation
  • Closing techniques
  • Prospecting
  • Referral marketing
  • Teamwork and collaboration

Timeline

New Home Sales Counselor

Grand Homes
09.2023 - 02.2025

Mortgage Loan Officer

Reliance First Capital, LLC
10.2020 - 10.2022

Business Sales Representative

CC Advocacy
09.2018 - 04.2020

Key Sales Partner

Brighton Collectibles
01.2011 - 04.2018

District Sales Manager

Hunter Douglas, Gulf Coast Window Covering
03.2007 - 08.2009

Bachelor’s Degree - Science (General Studies, Business Administration)

University of Kansas, College of Liberal Arts

Associate of Arts - Business Administration

Stephens College
Lori Roberts