Morgan Fox
Raleigh,NC
Summary
Energetic and results-driven Mortgage Financing Advisor seeking to expand her responsibilities as a Branch Manager for the Charlotte Division. Eager to utilize her proven routines and processes, competitive nature and communications skills to maximize the affiliate partnership and drive top capture and financial results.
Overview
6
6
years of professional experience
Work History
Mortgage Financing Advisor /Branch Manager
Pulte Mortgage
Raleigh, NC
01.2020 - Current
- Provide licensed mortgage financing expertise to prospective homebuyers, helping them determine their buying power while also leveraging our various loan products to help the customer achieve their financing goals and in turn, helping sell homes.
- Effectively sell the value of financing through Pulte Mortgage and partner closely with the sales team to achieve 95.9% sign up capture and 92.81% closing capture in 2021. Attained second highest closing capture percentage in the company.
- Successfully managed a backlog of over 400 loans in 2021. Ensure loans remain on track to hit closing dates by providing consistent collaboration with the builder and operations team, minimizing any potential risks.
- Mitigate problems that arise throughout the mortgage process to maintain and enhance client satisfaction.
- Lead monthly 1:1s with Sales Consultants to review backlog, strategize opportunities to recapture business with Pulte Mortgage, and discuss mortgage related topics to increase home sales.
Loan Consultant
Pulte Mortgage
Denver, CO
01.2018 - 01.2020
- Maintained a backlog of 100+ loans, offering each customer the best financing and product options for Conventional, FHA, USDA and VA loans.
- Built and fostered valuable client relationships by demonstrating superior service through every customer touchpoint in the mortgage process.
- Reviewed competing offers from clients' outside lenders, evaluating their financial priorities, and presenting to branch partners a mutually beneficial strategy for their retention.
- Strategically communicated key client details to the loan team to ensure a smooth and accurate loan process for the client.
Team Assistant
Pulte Mortgage
Denver, CO
09.2017 - 01.2018
- Served as initial point of contact for customers applying for a loan through Pulte Mortgage.
- Matched customer availability with the schedules of Loan Consultants and Loan Processors to schedule their interview calls efficiently.
Marketing Manager
Bootaybag
Denver, CO
11.2016 - 06.2017
- Implemented social media strategies to increase subscribers by 230%, contributing to $2M in revenue in seven months.
- Organized monthly community outreach events to build local brand presence and customer support.
Education
Bachelor of Science - International Affairs, Economics
University of Colorado At Boulder
Boulder, CO12.2015
Skills
- Problem solving
- Deadline driven
- Analytical
- Verbal and written communication
- Client relations
- Superior organization skills
- Adaptability and flexibility
- Time management
Interests
- Traveling to new places
- Running marathons (accomplished 5)
- Hiking in Colorado and beyond
- Relaxing Sundays with my dog, Winston
- Experiencing new restaurants
Timeline
Mortgage Financing Advisor /Branch Manager
Pulte Mortgage
01.2020 - Current
Loan Consultant
Pulte Mortgage
01.2018 - 01.2020
Team Assistant
Pulte Mortgage
09.2017 - 01.2018
Marketing Manager
Bootaybag
11.2016 - 06.2017
Bachelor of Science - International Affairs, Economics
University of Colorado At Boulder
Similar Profiles
Chris SorensenChris Sorensen
Information Security Manager at Pulte MortgageInformation Security Manager at Pulte Mortgage
Blake BarrickBlake Barrick
Loan Consultant at Pulte MortgageLoan Consultant at Pulte Mortgage
David ChangDavid Chang
Vice President, Branch Manager at Pulte Mortgage LLCVice President, Branch Manager at Pulte Mortgage LLC