Michael Caldwell
Phoenix,AZ
Summary
Results-driven Executive Loan Officer with over 5 years of experience in the Mortgage/Sales industry, seamlessly blending sales expertise with leadership as a successful Director of Sales. Proven track record of consistently exceeding goals and driving revenue growth. Adept at managing and inspiring high-performing teams, fostering a culture of success. Demonstrated ability to generate business through strategic sales initiatives.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Executive Loan Officer
Forever American Mortgage
Phoenix, AZ
03.2023 - Current
- Proactively dialed out to leads, demonstrating strong initiative in generating new business opportunities.
- Achieved top producer status within the company through consistent dedication and outstanding performance.
- Utilized solution-focused approach to identify and address potential challenges in the loan process.
- Cultivated strong relationships with clients, resulting in a high rate of client satisfaction and retention.
Business Development Representative
Chime Technologies
Phoenix, AZ
08.2022 - 03.2023
- Collaborated with account executives to penetrate new accounts, identify potential customers and coordinate product demonstrations.
- Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
- Developed business pipeline using cold and warm techniques.
- Expanded business through effective network development, identifying new and prospective clients.
Executive Loan Officer/Director of Sales
JFQ Lending
Scottsdale, AZ
11.2019 - 08.2022
- Top closer in company year of year, funded over $50,000,000 in loan volume first full year (top 3 in the company).
- Promoted into leadership, first as team captain then Sales director.
- Led and managed a dynamic team of over 10 Loan Officers, fostering a collaborative and high-performance work environment.
- Set and exceeded monthly volume targets, consistently achieving a monthly goal of $30 million in loan volume.
- Implemented effective sales strategies resulting in the team's consistent overachievement of set goals.
- Conducted weekly sales skill training sessions, ensuring continuous improvement and development within the team.
- Orchestrated regular sales huddles for both the team and the wider region, promoting open communication and sharing best practices.
- Analyzed performance metrics and implemented data-driven strategies to optimize team efficiency and productivity.
Mortgage Loan Officer
Quicken Loans
Phoenix, AZ
01.2019 - 10.2019
- Hit or Exceeded personal goal every month as a loan officer.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Reviewed loan files and updated to match current standards.
- Explained different types of loans pertaining to client situations.
Mortgage Banking Internship
Quicken Loans
Phoenix, AZ
05.2018 - 08.2018
- Shadowed top producers to learn effective Sales Skills
- Studied to pass MLO SAFE exam and succeeded first try
- Provided daily updates on conversion stats as well production to team leaders.
Education
Some College (No Degree) -
Paradise Valley Community College
PhoenixArizona State University
Tempe, AZSkills
- Sales Development
- Critical Thinking
- Key Account Generation
- Product Education
- Customer Relationship Management
Certification
- Licensed Loan Officer
Accomplishments
- Chairman's Club for Top Producer
Timeline
Executive Loan Officer
Forever American Mortgage
03.2023 - Current
Business Development Representative
Chime Technologies
08.2022 - 03.2023
Executive Loan Officer/Director of Sales
JFQ Lending
11.2019 - 08.2022
Mortgage Loan Officer
Quicken Loans
01.2019 - 10.2019
Mortgage Banking Internship
Quicken Loans
05.2018 - 08.2018
Some College (No Degree) -
Paradise Valley Community College
Arizona State University
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