Summary
Overview
Work History
Education
Skills
Affiliations
California Association of Mortgage Professionals
Timeline
Generic

Lynn Jackson

Newport,RI

Summary

Experienced Account Executive in wholesale mortgage industry seeking transition to Sales Director in Assisted Living field. Dedicated to driving organizational business goals, skilled in developing and executing sales plans using exceptional customer service, technology, and communication abilities. Known for cultivating and nurturing long-term relationships with clients and business partners, resulting in increased sales and revenue. Recognized for adeptly addressing customer needs and providing effective solutions, with a strong sales background and passion for continuous learning and growth within the industry.

Overview

3
3
years of professional experience

Work History

Account Executive

Plaza Home Mortgage
11.2023 - Current
  • Established long-lasting relationships with key decision-makers within client organizations, solidifying the company's reputation as a trusted partner. Bringing on 25 new clients in 1st 90 days.
  • Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
  • Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
  • Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
  • Participated actively in networking events and trade shows, representing the company professionally and expanding its reach within target markets.
  • Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
  • Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients. Maintaining exceptional pull through rations reaching up to 91%.

Account Executive

Kind Lending
01.2023 - 10.2023
  • Developed and implemented a comprehensive sales plan to increase revenue in assigned territory..
  • Provided timely customer service support to resolve any issues quickly and efficiently.
  • Created marketing materials, including brochures and presentations, to showcase products and services.
  • Analyzed customer data to develop targeted campaigns that increased customer loyalty and retention rates.
  • Attended networking events to build relationships with potential customers.
  • Provided customers on best practices regarding product usage or maintenance procedures.
  • Utilized CRM to collect, organize and manage sales data and customer information.

Account Executive

Citizens Bank
11.2022 - 11.2022
  • Successfully onboarded new brokers to Citizens and reactivated existing wholesale broker relationships.
  • Ramped up funded volume in excess of $60MM by 5th month with the company.
  • Achieved Circle of Winners status by month 6 for getting the most inactive brokers to activate status.
  • Instrumental in bringing on an AMC that delivered faster more efficient service levels to the appraisal platform.

Education

No Degree - Business Management

University of Rhode Island
Kingston, RI

Skills

  • Lead Generation
  • Customer Relationship Management
  • Market Assessment
  • Pipeline Management
  • Strong Presentation Skills
  • Customer Relationship Management (CRM)
  • Building and Maintaining Strong Relationships
  • Sales strategies

Affiliations

  • California Associates of Mortgage Professionals

California Association of Mortgage Professionals

Member since 2000 - Past Board Member, Chaired Events, Served - Membership Committee, Currently Serving - IPA (Industry Partners Affiliation) Committee




Timeline

Account Executive

Plaza Home Mortgage
11.2023 - Current

Account Executive

Kind Lending
01.2023 - 10.2023

Account Executive

Citizens Bank
11.2022 - 11.2022

No Degree - Business Management

University of Rhode Island

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Lynn Jackson