MAURICE COLEMAN-GRIER
Lansdowne,PA
Summary
Results-oriented Sales Professional with extensive experience in generating and closing high-value financial transactions. Expertise in managing sales pipelines, converting leads, and building referral networks. Delivered over $45.5M in mortgage loan volume within six months and originated 30-60 residential loans monthly. Strong background in consultative selling, customer acquisition, financial analysis, and regulatory compliance, with a Bachelor of Science in Business Management.
Overview
10
10
years of professional experience
Work History
Senior Loan Advisor
NEW AMERICAN FUNDING
, Pennsylvania
02.2026 - 08.2026
- Managed high-volume sales pipeline from initial contact through application, underwriting, closing, and post-sale relationship management, ensuring smooth transitions and client satisfaction.
- Consulted with prospective and existing clients to identify needs, understand financial objectives, overcome objections, and recommend appropriate solutions.
- Managed the complete sales cycle across inbound, outbound, retention, and referral-generated leads, converting prospects and existing clients into funded business.
- Prospected for new opportunities through outbound outreach, lead follow-up, referrals, and relationship development.
- Built and maintained relationships with borrowers, referral partners, and real estate professionals, enhancing referral opportunities and client trust.
- Balanced new customer acquisition with retention and existing-client opportunities to maximize relationship value.
- Used CRM and loan origination technology to track prospects, manage opportunities, document interactions, and maintain pipeline visibility.
- Collaborated with internal teams to streamline complex transactions through sales cycle, improving overall transaction efficiency.
- Maintained strong customer experience and compliance standards while working toward aggressive sales and production goals.
Licensed Mortgage Loan Advisor
FREEDOM MORTGAGE
Conshohocken, PA
01.2024 - 02.2026
- Generated $45.5M+ in loan volume within the first six months, demonstrating exceptional sales production in a high-volume financial environment.
- Originated 30-60+ residential loans monthly, managing the complete sales cycle from prospect/application through closing.
- Led the team in streamlined refinance production twice.
- Developed business through lead follow-up, relationship building, referrals, and proactive client communication, fostering long-term partnerships.
- Consulted with borrowers to identify needs and recommend appropriate FHA, VA, USDA, and conventional financing solutions.
- Managed a large sales pipeline while coordinating with borrowers, processors, underwriters, closing teams, and referral partners.
- Educated clients on complex financial products and guided them through the decision-making and closing process.
- Maintained accurate CRM/LOS records while managing multiple opportunities and deadlines, ensuring organizational efficiency.
- Consistently balanced customer service, production objectives, pipeline management, and regulatory requirements.
Problem Solver / Trainer / Safety Team
TARGET SORTATION CENTER
Conshohocken, PA
01.2021 - 01.2024
- Trained and supported 70+ employees on procedures, performance expectations, and operational standards to enhance team compliance and accountability.
- Identified workflow and routing problems and implemented solutions to improve operational efficiency.
- Collaborated across teams to resolve issues in a fast-paced, deadline-driven environment.
- Reinforced company procedures and performance expectations through active support of safety initiatives, fostering a safer work environment.
- Exhibited leadership and coaching skills while effectively communicating and solving problems to streamline team operations.
Learning Ambassador
AMAZON WAREHOUSE
Norristown, PA
01.2017 - 01.2021
- Trained and onboarded employees across multiple departments to ensure smooth integration into operational functions.
- Led peers in communicating procedures, expectations, and performance standards.
- Supported safety initiatives and facilitated employee adaptation to changing operational requirements, promoting a safer work environment.
- Supported safety initiatives and helped employees adapt to changing operational requirements.
Education
Bachelor of Science - Business Management
BLOOMSBURG UNIVERSITY
Bloomsburg, PASkills
- Client acquisition
- Solution-based selling
- New Business Development
- Lead generation
- Prospecting & Cold Outreach
- Inbound sales
- Pipeline management
- Revenue generation
- Negotiation skills
- Partner development
- CRM & Sales Technology
- Credit Analysis
- Cross-Functional Collaboration
Nmls Id
2599275
Licenses And Technology
- Mortgage Loan Originator, 2599275
- Encompass LOS
- CRM Platforms
- Microsoft Office
- Loan Origination Systems
- Customer Relationship Management
- Financial Analysis
- Sales Pipeline Management
Timeline
Senior Loan Advisor
NEW AMERICAN FUNDING
02.2026 - 08.2026
Licensed Mortgage Loan Advisor
FREEDOM MORTGAGE
01.2024 - 02.2026
Problem Solver / Trainer / Safety Team
TARGET SORTATION CENTER
01.2021 - 01.2024
Learning Ambassador
AMAZON WAREHOUSE
01.2017 - 01.2021
Bachelor of Science - Business Management
BLOOMSBURG UNIVERSITY