MORGAN SOKOL

Using different analytics to utilize the most profitable outcome.

• Collect and analyze client's financial information to assess eligibility for home loans
• Strong problem-solving skills and an interest in finding clients loan products to fit their needs.
• Communicate effectively with all stakeholders, including customers, processors, underwriters and others.
• Demonstrate a high level of professionalism to customers and other team members.

• Execute performance goals established by the senior management team in a call center environment.
• Oversaw between 8-13 loan officers and 1-2 team leaders and loan officers closing between 20-230 mortgage loans per month depending on vertical.
• Responsible for a variety of KPI's
• Execute performance goals established by the VP, Production and other members of the senior management team.
• Assist with all other special tasks or projects as directed by management.
• Create a sales culture that will drive top performance including personally developing sales training.
• Manage and motivate team members to ensure consistent and maximum performance levels.
• Manage personal production and pipeline management.
• Develop and maintain excellent working relationships internally and externally.

• Call center environment, cultivate and build relationships quickly with business owners
• Work with various platforms such as Salespro and Omni
• 3rd highest gross sales for the month of June.

• Hired to start and build a call center in El Paso, Tx expected to grow to over 300 loan officers.
• Trained and assisted in the licensing of loan officers with no previous experience.
• Used data driven cognitive tests for onboarding new hires.

• Awarded the top loan officer of 2015 in my vertical for the west coast which transitioned to team lead for the office and then Sales Manager
• Helped to build the best team in the vertical and one of the most successful in the company for 2016 and 2017 managing mortgage teams between 12- 33 loan officers
• In the portfolio vertical my team averaged 31 closings monthly with average volume of 5,640,000 per
• LO, cash out division 8 loans per with average volume of 1,690,000.

• Originated, reviewed, processed, closed, and administered customer loan proposals.
• Recommended loan approvals and denials based on customer loan application reviews.
• Maintained strict confidentiality of bank records and client information.
• Submitted loan applications to underwriter for verification and recommendations.