Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Natalie James

Natalie James

Jacksonville,FL

Summary

Professional in sales, client relations, client retention, and team building.

Although my background has been in the mortgage and financial/credit industry, I have found my best skillset has been working with people.

I enjoy overcoming objections and helping each client realize the best choice for them after considering their individual circumstances, providing them with full information, and guiding them to an informed decision.

This has allowed me to cultivate long term relationships resulting in many repeat clients and many more referrals.

Currently seeking a position in sales/customer relations, or customer service, where I can use this skillset to assure the best company performance and satisfied customer review.

Overview

15
15
years of professional experience

Work History

Mortgage Consultant

Mortagage Help Now LLC
Germantown, MD
04.2011 - Current
  • Oversaw sales and underwriting processes of mortgage lending office.
  • Charged with finding the best loan pertaining to client situations and needs, then ensuring each customer was successfully able to purchase their home.
  • Managed a minimum of 60 customers per day.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
  • Explained very technical financial information to applicants in easy to understand language.
  • Proactively identified solutions for customers experiencing credit issues.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Worked with underwriters to fix application problems and resolve issues.
  • Reviewed loan files and updated to match current standards.
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
  • Implemented sales strategies that established relationships with realtors and potential clients.

Financial Advisor

MWR Financial
Jacksonville , FL
03.2019 - 10.2022
  • Educated clients on various credit and financial matters and provided professional recommendations and services.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial wellness and higher credit.
  • Worked with clients to support understanding of rationale and details to overcome their credit and financial barriers.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.

Education

Bachelor of Science - Business Administration And Management

James Madison University, Harrisonburg, VA

Skills

  • Credit History Review
  • Loan Feasibility Assessment
  • Creditworthiness Determination
  • Negotiation Tactics
  • Mortgage Loan Origination
  • Customer Relations
  • Application Reviews
  • Loan Processing Coordination
  • Processing Loan Applications
  • Financial Advisement
  • Networking and Partnership Development
  • Customer Satisfaction

Accomplishments

  • Achieved recognition multiple years for being in the top 5% of loan originators in my previous state of residency, Maryland, exceeding 150 new sales per calender year.

Timeline

Financial Advisor - MWR Financial
03.2019 - 10.2022
Mortgage Consultant - Mortagage Help Now LLC
04.2011 - Current
James Madison University - Bachelor of Science, Business Administration And Management

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