Elisabeth Morse
Greenville,SC
Summary
Highly-driven client relationship manager with strong background in meeting customer service, sales and business development objectives. Astute professional versed in assessments, procedures and regulatory guidelines. Demonstrated team player and contributor facilitating achievement of corporate goals, client satisfaction and effective sales process management.
Overview
12
12
years of professional experience
Work History
Client Relationship Manager
Beachview Vacation Rentals
Destin , FL
05.2019 - Current
- Assisted in the development of marketing strategies aimed at increasing customer loyalty.
- Identified new business opportunities through research and analysis of client needs.
- Provided timely responses to customer inquiries, requests, and complaints.
- Maintained accurate records of client interactions and transactions.
Loan Originator
Allen Tate Mortgage
Greenville, SC
10.2021 - 04.2022
- Assisted borrowers through the entire loan process from application to closing.
- Provided exceptional customer service by responding promptly to inquiries and requests for assistance.
- Analyzed customer's income and debt levels to determine maximum affordability for a mortgage product.
- Reviewed appraisals for accuracy prior to submitting them along with other documentation required for closing a loan.
- Responded promptly to customer inquiries regarding their loan status or any additional information needed by the lender.
- Attended seminars and training sessions related to new mortgage products or changes in regulations.
- Explained various types of loan products available to customers based on their needs and financial situation.
- Created marketing materials such as flyers, brochures and postcards advertising services offered by the company.
Loan Originator
Supreme Lending
Destin, FL
12.2012 - 05.2019
- Assisted borrowers through the entire loan process from application to closing.
- Provided exceptional customer service by responding promptly to inquiries and requests for assistance.
- Analyzed customer's income and debt levels to determine maximum affordability for a mortgage product.
- Attended seminars and training sessions related to new mortgage products or changes in regulations.
- Explained various types of loan products available to customers based on their needs and financial situation.
- Negotiated terms of loans with customers, such as interest rate and repayment schedule.
- Created marketing materials such as flyers, brochures and postcards advertising services offered by the company.
- Provided guidance on loan qualification criteria to potential borrowers.
Education
Medomak Valley High School
Waldoboro, ME06-1983
Skills
- Business Development
- Relationship building and management
- Problem-solving aptitude
- Workforce Management
- Salesforce
- Client service-driven
Timeline
Loan Originator
Allen Tate Mortgage
10.2021 - 04.2022
Client Relationship Manager
Beachview Vacation Rentals
05.2019 - Current
Loan Originator
Supreme Lending
12.2012 - 05.2019
Medomak Valley High School
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