Accumulated over $806,000 of total front & back end gross in my first year (2023) in the industry
Sold 128 New Units & 90 Used Units
Total of 218 units was 2nd within the store for 2023
Developed strong client relationships through consistent communication and attentive requests regarding vehicle options
Mortgage Banker NMLS #1447080
ML Mortgage Corp
09.2020 - 11.2022
Evaluated client financial positions and identified most appropriate mortgage products
Located and pre-qualified customers for mortgages based on credit worthiness, financials, & loan to value
Maintained & developed numerous accounts simultaneously for successful transactions
Networked with realtors and current clients to generate referrals
Closed 250+ transactions in 2021 equaling to $70 million+ in mortgages.
Explained very technical financial information to applicants in easy to understand language.
Healthcare Broker (license #0M74611)
CORE 360 Advantage
05.2017 - 09.2020
Verified insurance coverage offered by employers to employees
Offered strategic healthcare benefits packages to employers in order maintain and acquire good talent
Responsible for providing comprehensive explanations to each employee during open enrollment regarding their healthcare benefits
Developed sales leads from direct referrals, networking and targeted marketing campaigns
Maintained high level relationships with HR specialists through professional organizations
Small Business Banker
Chase Bank
05.2014 - 05.2017
Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
Maintained up-to-date knowledge of competitors' products.
Assisted in planning business management growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
Worked with borrowing clients to procure updated financial information on ongoing basis.
Established rapport with new clients to increase satisfaction and loyalty.
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.