Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Raylene McDowell

Austin,TX

Summary

Dynamic and results-driven sales professional driving revenue growth and cultivating strong client relationships . Skilled in lead generation, negotiation, and strategic account management utilizing CRM to optimize sales processes. Looking to contribute to a high-performing team in a challenging role within a forward-thinking organization.

Overview

6
6
years of professional experience

Work History

Mortgage Lender

Investors Best Lending
04.2020 - Current
  • Built and nurtured strong relationships with realtors, investors, account managers, and escrow companies.
  • Reviewed client documentation and contracts for discrepancies and mistakes.
  • Identified valuable solutions for customers with credit problems.
  • Reviewed financial capacity and goals of clients to determine proper business-purpose mortgage solutions.
  • Provided guidance to customers on the selection of the most suitable loan product for their needs.
  • Clearly and effectively communicate loan products and commitments.

Wealth Advisor Recruiter

The Gershman Group
04.2020 - 11.2024
  • Recruited Wealth Advisors from wirehouses by addressing their challenges and offering effective solutions.
  • Established and maintained relationships with various firms, and managing directors.
  • Communicated regularly with advisors to guarantee smooth transitions.
  • Weekly status reports with upper management regarding prospects, clients, call status (300+ daily) and closing deadlines.
  • Maintained CRM records diligently after client meetings to meet deadlines.
  • Fostering strong connections with prospects by providing valuable insights and resources to stay in front of them
  • Maintained information following advisor meetings, updated CRM records, defined next steps, and followed a trusted process.
  • Fostered strong connections with prospects by providing valuable insights and resources to keep them engaged.

Executive Assistant, Level 4

Google Cloud
10.2018 - 02.2020
  • Supported lead engineer of Infrastructure and Identity division managing a team of 380 employees and delegated accordingly.
  • Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
  • Maintained company confidence and protected business operations by keeping sensitive information confidential.
  • Managed complex calendar of appointments, time, meetings, and travel arrangements for the lead engineer.
  • Managed global meeting, conference, seminar, and new hire reservations seamlessly.

Education

Some College (No Degree) - Psychology

California State Polytechnic University, Humboldt
Arcata, CA

Skills

  • Quality Assurance in Documentation
  • Streamlined Closing Processes
  • Strategic Relationship Management
  • Team building
  • CRM software proficiency
  • Cold calling expertise
  • Customer engagement and support
  • Effective Issue Management
  • Strong enthusiasm
  • Cultivating Client Relationships

Timeline

Mortgage Lender

Investors Best Lending
04.2020 - Current

Wealth Advisor Recruiter

The Gershman Group
04.2020 - 11.2024

Executive Assistant, Level 4

Google Cloud
10.2018 - 02.2020

Some College (No Degree) - Psychology

California State Polytechnic University, Humboldt

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Raylene McDowell