Summary
Overview
Work History
Education
Skills
Timeline
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Martella DeYoung

Rochester,United States

Summary

Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service with diverse cliental. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Self-motivated, poised professional with background developing loyal, professional relationships with clients. Known for excellence in product knowledge, sales pipeline expansion and customer retention.

Overview

10
10
years of professional experience

Work History

Mortgage Banker

US Bank Home Mortgage
04.2024 - Current
  • Works with underwriters to fix application problems and resolve issues.
  • Located and pre-qualified customers for mortgages.
  • Explains different types of loans pertaining to client situations.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Negotiated loan terms and conditions with clients to maximize profitability.
  • Participated in industry events and conferences to build relationships and gain market intelligence.
  • Developed and implemented marketing campaigns to generate new business opportunities.


Mortgage Banker, Wealth Management

Bremer Bank
01.2018 - 04.2024
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
  • Managed sales pipeline to ensure smooth loan closings.
  • Professional and effective communication to complete positive sales experience.
  • Continued education to remain knowledgeable in products and federal regulations.
  • Motivated to maintain customer service and performance standards.
  • Developed prospects for new loans by conducting cold calls weekly to schedule appointments.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Developed and maintained courteous and effective working relationships with internal and external partners.
  • Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
  • Expanded customer base through community outreach and strategic business partnerships.
  • Conducted presentations to large groups to generate sales.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Reviewed clients financial history to pre-qualify customers for mortgages.
  • Networked with realtors, attorneys, financial planners, physicians, and current clients to generate referrals.
  • Explained different types of loans pertaining to client situations.
  • Worked with underwriters to fix application problems and resolve issues.
  • Fielded customer complaints and provide solutions.
  • Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.

Mortgage Banker

US Bank Home Mortgage
03.2014 - 12.2017
  • Explained different types of loans pertaining to client situations.
  • Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
  • Worked with underwriters to fix application problems and resolve issues.
  • Monitored pipelines to track and log status of loans.
  • Explained very technical financial information to applicants in easy to understand language.
  • Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
  • Provided positive first impressions to welcome existing, new and potential customers.
  • Engaged with customers to effectively build rapport and lasting relationships.
  • Prospected for new business through networking, community outreach and customer referral generation.

Education

Bachelor of Science - Business Administration And Management

Winona State University
Winona, MN
12.2013

Skills

  • Sales Development
  • Customer Relations
  • Time Management
  • Networking and Partnership Development
  • Microsoft Office
  • Excellent Written and Verbal Communication Skills
  • Negotiation Tactics
  • Financial History Analysis
  • Customer Accounts Management
  • Self-Motivated

Timeline

Mortgage Banker

US Bank Home Mortgage
04.2024 - Current

Mortgage Banker, Wealth Management

Bremer Bank
01.2018 - 04.2024

Mortgage Banker

US Bank Home Mortgage
03.2014 - 12.2017

Bachelor of Science - Business Administration And Management

Winona State University
Martella DeYoung