Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

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
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
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
11.2019 - 08.2022
  • Top producer in the company year over year
  • Promoted into leadership, first as team captain then Sales director.
  • Led and managed a sales 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
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
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

Arizona State University
Tempe, AZ

Skills

  • 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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Michael Caldwell