Maxwell Garrity
Westlake,OH
Summary
Results-oriented sales and customer service professional with expertise in customer relationship management, sales prospecting, and lead generation. Demonstrates strong time management and collaborative skills to enhance client experiences and streamline operations. Committed to fostering long-term client relationships and ensuring satisfaction through effective CRM utilization.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Sales and Leasing Consultant
Firelands Chevrolet
Vermilion, Ohio
01.2025 - Current
- Explained financing options and lease agreements, helping clients make informed decisions.
- Assisted customers in selecting vehicles tailored to their needs and preferences, enhancing overall satisfaction.
- Followed up with clients post-purchase to ensure satisfaction and resolve any concerns, fostering long-term relationships.
- Utilized CRM software to track leads and manage customer interactions effectively.
- Prospected for new sales and leasing customers via telephone, email and direct mail.
Loan Officer Assistant
Coast One Mortgage/NewRez
Westlake, Ohio
10.2022 - 06.2024
- Supported loan officers in processing mortgage applications and documentation to ensure timely approvals.
- Reviewed loan applications for completeness and compliance with company policies.
- Streamlined organization of client files and maintained accurate records for compliance and audit readiness.
- Facilitated communication between clients, loan officers, and other departments to enhance workflow and client satisfaction.
- Managed scheduling of client meetings and follow-up appointments efficiently.
Loan Officer
NewRez
Strongsville, Ohio
01.2022 - 09.2022
- Evaluated loan applications for compliance with company policies and regulations.
- Guided clients in selecting optimal loan products tailored to individual financial situations.
- Collaborated with underwriting teams to expedite loan approval processes.
- Informed clients about mortgage options and streamlined application processes for better understanding.
- Reviewed credit reports to assess borrower eligibility for loans.
- Provided exceptional customer service throughout the loan origination process.
- Provided exceptional customer service, ensuring seamless loan origination experiences.
Senior Mortgage Banker
Rocket
Cleveland, Ohio
03.2020 - 10.2021
- Oversaw mortgage applications from initial inquiry through closing, ensuring smooth progression and client satisfaction.
- Educated clients on mortgage products, rates, and industry trends.
- Collaborated with underwriters to expedite loan processing and meet client timelines.
- Evaluated credit reports and financial documents for loan eligibility.
- Assisted clients in navigating complex mortgage regulations and documentation.
- Updated knowledge of industry standards and regulations to provide informed guidance to clients.
Recruiter
Snider Blake Personel
Elyria, Ohio
08.2016 - 03.2020
- Collaborated with hiring managers to determine staffing needs and job requirements.
- Conducted phone screenings to evaluate candidate qualifications and cultural fit, enhancing overall selection process.
- Reviewed resumes, conducted phone screens, and managed candidate pipelines.
- Coordinated interview schedules between candidates and hiring teams, ensuring efficient and timely recruitment flow.
- Developed job postings that attract diverse talent for open positions.
- Maintained candidate relationships throughout recruitment process, fostering positive candidate experience and engagement.
Education
High School Diploma -
Archbishop Moeller High School
Cincinnati, OH05-2015
Skills
- Sales prospecting
- Lead generation
- Customer relationship management
- Client follow-up
- Customer service
- CRM proficiency
- Time management
- Team collaboration
- Lender compliance
Accomplishments
Top Sales in the Autogroup in 2025
Certification
NMLS #1971436
Timeline
Sales and Leasing Consultant
Firelands Chevrolet
01.2025 - Current
Loan Officer Assistant
Coast One Mortgage/NewRez
10.2022 - 06.2024
Loan Officer
NewRez
01.2022 - 09.2022
Senior Mortgage Banker
Rocket
03.2020 - 10.2021
Recruiter
Snider Blake Personel
08.2016 - 03.2020
High School Diploma -
Archbishop Moeller High School