Marc Merk
Southaven,MS
Summary
Dynamic Sr Loan Officer with a proven track record at AmeriSave Mortgage, excelling in risk assessment and client relations. Achieved top sales rankings by delivering tailored financial solutions and fostering strong client connections. Recognized for exceptional problem-solving abilities and a goal-oriented mindset, driving significant business growth and customer satisfaction.
Overview
14
14
years of professional experience
Work History
Sr Loan Officer
Amerisave Mortgage
Atlanta, Georgia
10.2024 - Current
- Guided clients through mortgage options, offering personalized financial advice to help achieve their homeownership goals.
- Evaluated loan applications to determine borrower eligibility and risk factors.
- Provided guidance to customers regarding loan products, eligibility requirements, application processes, documentation requirements.
- Collaborated with underwriters to streamline loan approval processes.
- Assisted clients in completing necessary paperwork for mortgage applications, ensuring compliance with all documentation requirements.
Member Growth Consultant
Dedicated Senior Medical Center
Memphis, TN
01.2023 - 01.2024
- Established relationships with senior clients, facilitating introduction of innovative VIP healthcare services.
- Contributed to patient engagement initiatives, enhancing overall healthcare experience.
- Evaluated customer inquiries to identify specific needs and tailor support.
Account Executive
DivergelT
Memphis, TN
01.2022 - 01.2023
- Managed client accounts, strengthening relationships with key stakeholders to drive satisfaction.
- Developed tailored proposals that aligned with client needs and objectives, facilitating successful project outcomes.
- Fostered long-term client relationships, enhancing adoption of cybersecurity and technology solutions.
- Conducted market research to identify new business opportunities and trends.
Sr. Solar Consultant/Coach
A.M. Sun Solar
Paso Robles, CA
01.2017 - 01.2022
- Led a sales team that increased revenue by 25% in the first year.
- Achieved $1.5M in sales in 2019, with 82% referral or self-generated business.
- Consistently maintained high customer satisfaction, leading to 75% referral-based business.
- Educated clients on solar energy benefits, performing annual checkups to ensure continued value.
Sr. Field Energy Consultant / Mentor
SolarCity/Tesla
San Luis Obispo, CA
01.2014 - 01.2016
- Ranked in the top 2% of the national sales force in 2015.
- Promoted to Senior Consultant and Mentor, providing guidance to junior consultants.
Home Mortgage Consultant
Wells Fargo
San Luis Obispo, CA
01.2012 - 01.2013
- Funded over $42M in loans, consistently ranking in the top 3 in sales.
- Built strong relationships with clients and real estate professionals, ensuring repeat and referral business.
- Attended MLS meetings and led client consultations to provide mortgage solutions.
Solar Consultant
ADT - SunPro Solar
Memphis, TN
04.2021 - 01.2022
- Generated 72% of new business through referral-based relationships.
- Shared industry knowledge to help team members improve client service and sales performance.
Education
Some College (No Degree) - General Studies
Mission College
Santa Clara, CASome College (No Degree) - Business/Sakes
College of San Mateo
San Mateo, CASome College (No Degree) - Business/Sales
West Valley College
Saratoga, CASkills
- Loan origination mastery
- Loan origination
- Credit analysis proficiency
- Mortgage lending
- Regulatory compliance
- Documentation review
- Appraisal compilation
- Risk assessment
- Market analysis
- Proposal development
- Financial advising
- Customer engagement
- Relationship management
- Negotiation skills
- Conflict resolution
- Effective communication
- Problem solving
- Analytical thinking strength
- Decision-making confidence
- Time management
- Interviewing
- Relationship management
Community Service
- Regional Director/Board Member, Influencers Memphis
- Co-Founder / Board Member, Influencers Central Coast
- Men's Ministry Director, New Life Pismo
- Point Man, First Baptist Church Kingsburg
- Board Member, Fellowship of Christian Athletes
- Mentor/Father, Fathers in the Field
Awards
- Top 2% National Sales Force, SolarCity/Tesla (2015)
- Market Share Leader, Donaghy Sales (Budweiser) - 69.73% Market Share
- Highest Customer Satisfaction Score, The Federated Group (Home Electronics)
- Highest Customer Satisfaction & Highest Selling Solar Sales Team, on the Central Coast, AM Sun Solar (2019)
Timeline
Sr Loan Officer
Amerisave Mortgage
10.2024 - Current
Member Growth Consultant
Dedicated Senior Medical Center
01.2023 - 01.2024
Account Executive
DivergelT
01.2022 - 01.2023
Solar Consultant
ADT - SunPro Solar
04.2021 - 01.2022
Sr. Solar Consultant/Coach
A.M. Sun Solar
01.2017 - 01.2022
Sr. Field Energy Consultant / Mentor
SolarCity/Tesla
01.2014 - 01.2016
Home Mortgage Consultant
Wells Fargo
01.2012 - 01.2013
Some College (No Degree) - General Studies
Mission College
Some College (No Degree) - Business/Sakes
College of San Mateo
Some College (No Degree) - Business/Sales
West Valley College