Pamela Regan
Oxford,MI
Summary
Dedicated sales professional with over 25 years experience in customer service and financial services. Previously worked in private banking and business to business sales with extensive sales experience. Exceeded goals and excellent customer resolution skills while gaining trust from clients to build business and revenue.
Overview
15
15
years of professional experience
Work History
Agent Advocate
Titleocity
05.2024 - Current
- Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
- Build referral relationships with real estate agents and lenders by providing professional service with quick response to client request. Offer marketing tools to grow business for our clients.
- Provide Con-Ed training for agents to keep certifications and educate on changes in the market.
- Cold calling to new real estate offices building relationships.
Guest Service / Platinum Sales
Top Golf
10.2022 - Current
- Develop in venue sales opportunities with players
- Enroll and update memberships along with provide member premium benefits
- Assist bay host and staff with guest services
- Train new employees and promoted to shift lead to manage team
Senior Mortgage Loan Officer
Citizens
02.2022 - 02.2023
- Originate home loan applications by working with branch team and referral partners
- Credit review and gather supporting income order appraisal and title work for applications to submit to underwriting
- Network with real estate agents and referral partners with Women's Council of Realtors and the Chamber of Commerce
- Attend business networking and volunteer events
Senior Home Lending Advisor
JPMorgan Chase
06.2015 - 01.2022
- Assist clients with home financing by identifying leads with branch team
- As a specialist present financing options for refinance and new home purchase
- Network with realtor and builders for new business
- Assist in documentation gathering for underwriter review and approval to meet contract closing dates
- Recruited in June 2015 to cover the top branch for state of MI by regional management team
- Previously worked at Chase from Jan 2002 - April 2009
Senior Loan Officer
Wells Fargo
10.2009 - 06.2015
- Originate home loan applications to exceed monthly goals for purchase and refinance
- Develop network of referral partners within the community
- Leader in the branch with top production goals while exceeding customer service rankings
- Top closing ratio exceeding 95% while keeping closing deadlines to meet contract dates
Education
Associate's - Business
Oakland Community College
Royal Oak, MI05.1996
Skills
- Loan Officer Experience
- Banking and auto financing
- Salesforce
- Fair Housing Regulations
- Loan Origination
- Credit Analysis
- Account Management
- Escrow
- Documentation review
- Territory management
- Negotiation
- Financial Services
- Business Development
- Relationship Building
- Problem-Solving
- Event Promotion
Personal Information
Work Permit: Authorized to work in the US for any employer
Timeline
Agent Advocate
Titleocity
05.2024 - Current
Guest Service / Platinum Sales
Top Golf
10.2022 - Current
Senior Mortgage Loan Officer
Citizens
02.2022 - 02.2023
Senior Home Lending Advisor
JPMorgan Chase
06.2015 - 01.2022
Senior Loan Officer
Wells Fargo
10.2009 - 06.2015
Associate's - Business
Oakland Community College
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