Montana Aldridge
Plymouth,MA
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service. Previous experience as a Mortgage Loan Officer. Dependable in building relationships with referral partners such as real estate brokers, financial advisors, CPA's and local small business owners. Pursues opportunities to build connections, increase company revenue and cement loyalty. Offers great leadership, business development, time management, marketing, system implementation, problem solving, and task prioritization skills.
Overview
7
7
years of professional experience
Work History
Sales Support Specialist
Garity Advantage
07.2023 - Current
- Boosted sales performance by providing timely and efficient support to brokers and agents.
- Streamlined sales processes for increased revenue generation through effective communication and collaboration with cross-functional teams.
- Enhanced customer satisfaction by promptly addressing and resolving inquiries and issues related to products, services, and orders.
- Contributed to the achievement of sales targets by managing lead programs.
Mortgage Loan Originator
CMG Home Loans
07.2019 - 08.2023
- Analyze credit and calculate borrower's income.
- Host and attend real estate networking events.
- Update borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
- Attended networking events to build professional relationships within the local community, generating increased leads.
- Participated actively in weekly team meetings discussing market trends and sharing best practices among peers.
- Interview applicants to assess loan requirements before suggesting offers.
- Prepare documents for customers, submitting and overseeing through each step of closing process.
Secretary
Life Care Center of Plymouth
08.2018 - 11.2021
- Answer phone calls from residents family members and hospitals
- File papers
- Fill out admissions and discharges online
- Fill out and calculate Medical Records and Bills
- Fax papers
- Put together and collect Common Working Files for residents
- Assist residents in getting coffee or being lead back to where they need to be, and conversing with them
Communications Assistant
South Shore College Consulting & Tutoring
10.2018 - 10.2019
- Tour colleges, take pictures, and write short articles about each campus that are published online
Public Relations Intern
The Montgomery Lake High Book Series
07.2018 - 10.2019
- Read books in the series and write articles that are published online (www.stacyapadula.com)
- Provide author with feedback regarding the themes of the young adult novels
- Create thematic video trailers for books
Sales Associate, •Cashier/Greeting Customers
Panera Bread
06.2017 - 06.2019
- Cook/Preparing Orders
- Cleaning all of Restaurant
- Stocking foods
Education
MA -
Plymouth North High School
Skills
- Microsoft Word, Excel, & PowerPoint
- Canva
- Apple Technology
- Credit Check Knowledge
- Negotiation Tactics
- Sales Development
- Sales Forecasting
- Processing Loan Applications
- Underwriting Guidelines
- Loan Evaluations
- Real Estate Lending Processes
Affiliations
- Serves on the board of events for a local non-profit group, South Shore Young Professionals
- Ambassador for the Plymouth Chamber of Commerce
- Member of the Marshfield Chamber of Commerce
- Member of the South Shore Chamber of Commerce
- Affiliate of the South Shore Realtors Association
- Member of a Networking Group USA Chapter
- Co-host of a local networking group, Coffee & Connections
Timeline
Sales Support Specialist
Garity Advantage
07.2023 - Current
Mortgage Loan Originator
CMG Home Loans
07.2019 - 08.2023
Communications Assistant
South Shore College Consulting & Tutoring
10.2018 - 10.2019
Secretary
Life Care Center of Plymouth
08.2018 - 11.2021
Public Relations Intern
The Montgomery Lake High Book Series
07.2018 - 10.2019
Sales Associate, •Cashier/Greeting Customers
Panera Bread
06.2017 - 06.2019
MA -
Plymouth North High School