Patrick O'Brien
Shelby Twp,MI
Summary
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
4
4
years of professional experience
Work History
Mortgage Loan Orginator
Modern Mortgage
04.2021 - 05.2024
- Worked with underwriters to fix application problems and resolve issues.
- Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
- Analyzed applicant financial data to determine eligibility for various loan products, tailoring recommendations based on individual needs.
- Maintained up-to-date knowledge of industry regulations, changes, and trends to provide accurate advice to clients.
- Contributed towards achieving branch sales targets through consistent performance in meeting personal goals as well as supporting team members when needed.
- Assisted clients in understanding complex mortgage terms, facilitating informed decisions about their financing options.
Account Manager
Quill.com
11.2019 - 04.2021
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Drove revenue growth by identifying new business opportunities within existing accounts.
- Optimized account allocation among team members to ensure balanced workload and focus on high-priority clients.
- Achieved recognition for outstanding client service, contributing to team's reputation for excellence.
- Developed and maintained strong working relationships with professionals within assigned territory.
Education
High School Diploma -
Imlay City High School
Imlay City, MI06.2014
Skills
- Pipeline Management
- Goal-Oriented
- Sales Forecasting
- Relationship selling
- Negotiation Tactics
- Customer Relations
- Customer Service
- Decision-Making
- Product Education
- Excellent Communication
Timeline
Mortgage Loan Orginator
Modern Mortgage
04.2021 - 05.2024
Account Manager
Quill.com
11.2019 - 04.2021
High School Diploma -
Imlay City High School
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