Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
5
5
years of professional experience
Work History
Mortgage Consultant
Centennial Lending Group
Horsham, PA
04.2021 - Current
Assessed and evaluated customer financial information to determine loan eligibility and affordability.
Developed strategic marketing plans to promote mortgage products, services, and rates.
Conducted regular meetings with clients to update them on the progress of their mortgages.
Provided guidance and advice to customers regarding their mortgage options.
Researched market trends in order to identify potential opportunities for growth.
Maintained an up-to-date knowledge of all applicable federal, state, and local laws governing mortgage transactions.
Collaborated with internal teams such as legal counsels, underwriters, title companies.
VP of Operations
Punch List Solutions, PLS
Harleysville, Pennsylvania
07.2019 - 07.2021
Provided direction on process improvement initiatives to increase productivity and profitability.
Analyzed customer feedback data to identify areas for improvement in service delivery processes.
Collaborated with executive team members to create long-term plans for organizational growth and development.
Performed financial analysis of proposed projects or investments prior to approval by senior leadership.
Coordinated cross-functional teams in order to meet project timelines and deliverables.
Education
Bachelor’s of Business - Finance
Colorado Mesa University
01.2020
Skills
Strong leadership
Problem-solving
Business Development
Cold-Calling
Relationship Selling
Product Sales
Lead Prospecting
Sales Closing
Accomplishments
NCAA Lacrosse Pre-Season All American
Success Mortgage Partners - Presidents Club 2022
Success Mortgage Partners - Circle of Excellence 2022
Five Star - Rising Star Award 2021 & 2022
Timeline
Mortgage Consultant
Centennial Lending Group
04.2021 - Current
VP of Operations
Punch List Solutions, PLS
07.2019 - 07.2021
Bachelor’s of Business - Finance
Colorado Mesa University
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