Rachel Trask
Geneva Financial LLC
Blue Springs,MO
10
years of professional experience
Sales professional with solid foundation in business sales and account management. Adept at fostering and managing client relationships and driving business growth through strategic planning and negotiation. Known for strong team collaboration, adaptability, and results-oriented approach. Skilled in sales strategy development and client engagement.
Work History
3 Years 11 Months
09.2022 - Current
3 Years 11 Months
Mortgage Originator
Geneva Financial LLC | Kansas City, MO
09.2022 - Current
- Originated mortgage loans by assessing client financial needs and recommending suitable products.
- Collaborated with underwriters to ensure compliance with lending guidelines and regulations.
- Streamlined application processes to enhance customer experience and improve turnaround times.
- Conducted market research to identify competitive rates and optimize loan offerings for clients.
- Cultivated client relationships through consistent follow-ups, fostering satisfaction and loyalty.
- Analyzed credit reports to determine borrower eligibility, ensuring accurate risk assessment in loan approvals.
- Collaborated with underwriters, processors, and closers to ensure timely completion of mortgage applications.
- Participated in networking events within the community to promote company brand awareness and establish valuable connections within the industry.
- Educated first-time homebuyers on the mortgage process through informative seminars and workshops.
6 Years 7 Months
02.2016 - 09.2022
6 Years 7 Months
Mortgage Originator
New American Funding | Kansas City, MO
02.2016 - 09.2022
- Coordinated seamless transactions by actively liaising with various stakeholders, including title companies, appraisers, and attorneys.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Proactively identified solutions for customers experiencing credit issues.
- Educated first-time homebuyers on the mortgage process through informative seminars and workshops.
- Implemented digital tools to facilitate remote consultations and increase accessibility for clients.
Education
MLO - Finance/Sales
Career Education Systems | Kansas City, MO
No Degree - Some College
Metropolitan Community College | Kansas City, MO
High School Diploma
Truman High School | Independence, MO
Skills
Relationship builder
Pipeline management
Lead generation
Sales
Problem-solving
Goal-driven
Timeline
Mortgage Originator
Geneva Financial LLC
09.2022 - CurrentRead more
Mortgage Originator
New American Funding
02.2016 - 09.2022Read more
Career Education Systems - MLO, Finance/Sales
Read more
Metropolitan Community College - No Degree, Some College
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Truman High School - High School Diploma,
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