MICHELLE R. POTTER
Forest Grove
Summary
Highly motivated, results-driven executive with extensive sales experience in business development, human resources and customer service. Consistently exceeded sales goals. Proven ability to create financial solutions through fostering long term relationships with clients. Natural leader and effective communicator, skilled at building and maintaining rapport with diverse individuals.
Overview
16
16
years of professional experience
Work History
Branch Manager/Mortgage Advisor/Mortgage Loan Officer Assistant
Key Bank
01.2014 - Current
- Responsible for meeting sales production and building relationships with clients and people in the community
- Effectively managed client book of business by identifying products and services to meet client needs
- Hired and trained three new employees
- Top Referral Partner in the Country
- Top Home Equity Production in the area for all Mortgage Advisors
- Promoted one employee to branch manager
- Built relationships with realtors creating a referral source for all consumer and mortgage loans
- Built relationships with brokers as a secondary source of referrals
- Achieved 120% of goal for referral to Investment Services
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Conducted regular follow-ups with existing clients to ensure their continued satisfaction after closing on their mortgages and addressing any concerns that arose.
- Processed loan applications and monitored progress from start to finish.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Communicated with customers daily to request information and complete paperwork.
Home Mortgage Consultant
Wells Fargo Home Mortgage
01.2012 - 01.2014
- Responsible for meeting sales production and building relationships with customers
- Union Plus Certified
- CDMP Certified working with low income families
- Built relationships with realtors creating a referral source for all consumer and mortgage loans
- Created a marketing plan to forge relationships with local Doctors to provide funding for purchase and refinance loans
- Used current relationships with brokers to develop referral sources for renovation loans
Relationship Manager/ Mortgage Advisor
Key Bank
01.2009 - 01.2012
- Built relationships with realtors creating a referral source for all consumer and mortgage loans
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Increased client trust and loyalty by providing consistent, high-quality advice on products and services tailored to their needs.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Education
Certificate - Business Administration
Western Business College
Portland, OregonSkills
- Excellent work ethic
- Attention to detail
- Relationship management
- Verbal/written communication
- Loans
- Multi-tasking
Accomplishments
Signature Circle recipient 2020 and 2023
Additional Training And Certifications
- Management Perspectives training.
- Dream manager workshop.
- Customer focused selling workshop.
- High Performance Sales workshop.
- Leading the Key Difference.
Timeline
Branch Manager/Mortgage Advisor/Mortgage Loan Officer Assistant
Key Bank
01.2014 - Current
Home Mortgage Consultant
Wells Fargo Home Mortgage
01.2012 - 01.2014
Relationship Manager/ Mortgage Advisor
Key Bank
01.2009 - 01.2012
Certificate - Business Administration
Western Business College
Similar Profiles
Amber SnaderAmber Snader
Merchant Sales Advisor at Key BankMerchant Sales Advisor at Key Bank
Mara OliverasMara Oliveras
Relationship Banker at Key BankRelationship Banker at Key Bank
Heidi CarsonHeidi Carson
Lead Teller at Key BankLead Teller at Key Bank
Nadine DixonNadine Dixon
BRANCH MANAGER at Key BankBRANCH MANAGER at Key Bank
Rosine DushimeRosine Dushime
CMP Process Engineer at IntelCMP Process Engineer at Intel