Megan Dobson
Sales
Lenexa,KS
Summary
Passionate and motivated by high quality sales that inspire others or help make other people's lives more fulfilled. Over 6 years experience in sales, with 5 years in mortgage loan sales while maintaining regular focus on personal and professional development. Skilled in outbound/inbound lead sourcing and building a trusting relationship with customers and business partners by finding common ground.
Overview
9
9
years of professional experience
Work History
Insurance Sales Agent
Mylo
08.2023 - Current
- Recommends type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Educate clients on insurance policies and procedures.
- Generate quotes and proposals for clients to match individual needs.
- Register customer information on database to enable tracking history and maintain accurate records.
Senior Mortgage Broker
Central Group Mortgage
06.2021 - 08.2023
- Educate customers on a variety of mortgage loan programs to promote valuable decision-making
- Help customers understand the process of obtaining a mortgage loan by friendly, yet clear and concise communication
- Build relationships with customers by learning what is important to them and how I can fill their family's needs during such a major life event
- Originate, process and close loans with a goal of less than 45 days during high volume times
- Worked with underwriters to fix application problems and resolve issues.
- Specialize in self-employed clients/investors/and non-QM loans
Sr Mortgage Loan Officer
Farmers Bank Of Kansas City
05.2020 - 06.2021
- Educate customers on a variety of mortgage loan programs to promote valuable decision-making
- Practice lead follow-up from outside lead sources by phone, email, and text
- Help customers understand the process of obtaining a mortgage loan by friendly, yet clear and concise communication
- Build relationships with customers by learning what is important to them and how I can fill their family's needs during such a major life event
- Worked with underwriters to fix application problems and resolve issues.
Sr Mortgage Loan Officer
Zillow Home Loans, LLC
06.2018 - 05.2020
- Experience working with Velocify, Encompass, Blend, Salesforce
Brand Ambassador/Marketing Event Specialist
Union Horse Distilling Company
03.2017 - 06.2018
- Focusing primarily on B2B sales and B2C sales in an outside sales role
- Input all sales tracking numbers into system from each distributor and call monthly meeting to discuss
- Create relationships with bar managers/bartenders
- Set up company displays and sampling tables at local festivals/events
- Reach out to local companies/organizations to collaborate on special ticketed events with at least a 80% success rate of event conception
- Give private, exclusive and public tours of distillery
- Oversee all bar operations and standards
Dance Instructor and Choreographer
LE Dance
06.2016 - 07.2017
- 5+ hours/week choreographing for multiple dances, each with its own style
- Create techniques for teaching choreography
- Increased class size from 12 originally enrolled to 20 total through unique and fun teaching style
Assistant Dance Team Coach
Blue Valley Southwest High School
08.2016 - 05.2017
- Coached team to first place awards in respective division
- Ensure proper time management for warm ups, stretching, muscle toning, running dances, and cleaning dances during each practice
- Lead dancers through every practice, performance, competition, and fundraiser
- Build relationships with dancers for trust and reliance while maintaining expectation of respect
Nanny
Wilson Family
08.2016 - 03.2017
- Help teach learning objectives
- Promote healthy lifestyle through being active and making healthy meal choices
- Indoor activities include arts and crafts, scavenger hunts, and quiet reading time
- Outdoor activities include biking, swimming, basketball, etc
- Transporting children safely to and from various activities
- Light housekeeping and tasks to help parents
Behavior Technician
Autism From The Start
08.2014 - 12.2015
- Behavior technician for CEO and owner Dr. Michelle Macrorie, PsyD
- Executive assistant to Dr. Michelle
- Achieved graceful flow of stations within classroom
- Group therapy sessions as well as one-on-one sessions in the children's home
- Conducted 3+ one-on-one counseling sessions per week
- Counseled students with mental health disorders such as Autism and Attention Deficit Disorder
- Data progress sheets during each session, achieving at least 80% of desirable goals by the child
Education
Bachelor of Arts - Psychology
University of Kansas
Lawrence, KS2014
Skills
- Excellent communication skills
- People-oriented
- Mortgage Lending
- Sales
- Customer Contact
- Independent Initiative
- Relationship Building
- Natural Leader
Timeline
Insurance Sales Agent
Mylo
08.2023 - Current
Senior Mortgage Broker
Central Group Mortgage
06.2021 - 08.2023
Sr Mortgage Loan Officer
Farmers Bank Of Kansas City
05.2020 - 06.2021
Sr Mortgage Loan Officer
Zillow Home Loans, LLC
06.2018 - 05.2020
Brand Ambassador/Marketing Event Specialist
Union Horse Distilling Company
03.2017 - 06.2018
Assistant Dance Team Coach
Blue Valley Southwest High School
08.2016 - 05.2017
Nanny
Wilson Family
08.2016 - 03.2017
Dance Instructor and Choreographer
LE Dance
06.2016 - 07.2017
Behavior Technician
Autism From The Start
08.2014 - 12.2015
Bachelor of Arts - Psychology
University of Kansas
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