Experienced consultative sales professional offering proven track record of working with customers to achieve solutions and drive company growth. Skilled in networking with industry professionals to build lead pipeline and increase client base.
Overview
19
19
years of professional experience
Work History
Sr. Mortgage Consultant
First Federal Bank
08.2020 - 08.2023
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.
Worked with underwriters to fix application problems and resolve issues.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Checked loan documents for accuracy prior to closing.
Explained different types of loans pertaining to client situations.
Developed extensive network of referral partners to source new mortgage loan opportunities.
Negotiated loan terms and conditions with clients to maximize profitability.
Participated in industry events and conferences to build relationships and gain market intelligence.
Developed and implemented marketing campaigns to generate new business opportunities.
Developed and maintained relationships with customers, lenders and other third parties.
Monitored pipelines to track and log status of loans.
Sr. Business Development Manager
Applied Resource Group
01.2020 - 07.2020
Generated new business with marketing initiatives and strategic plans.
Reached out to potential customers via cold calls, email, and in-person inquiries.
Established relationships with key decision-makers within customer's organization to promote growth and retention.
Performed client research and identified opportunities for account growth, account penetration and market expansion.
Kept meticulous client notes and updated account information in company databases.
Represented company and promoted products at conferences and industry events.
Sr. Mortgage Consultant
CBC National Bank (Now First Federal Bank)
08.2017 - 11.2019
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.
Worked with underwriters to fix application problems and resolve issues.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Business Development Executive
Employment Contractor Services, INC (ECS)
01.2010 - 08.2017
Communicated directly with customers and partners to build strong business networks and relationships.
Established and maintained highly effective relationships with clients and industry partners to drive growth.
Developed new proposals, contracts and procedures to draw in more clients and streamline work operations.
Identified business development challenges and customer concerns for proactive resolution.
Grew profitability by developing new business partnerships with small to medium sized staffing firms in need of HR, Back Office, and Financial Support.
Analyzed credit factors to extend credit decisions and minimize risk exposure.
Assessed current service needs and calculated product satisfaction levels to make appropriate product and service adjustments.
Negotiated client contracts and agreements to cultivate profitable business transactions.
Contributed to industry events and trade shows to showcase products and gather industry intelligence.
Utilized market trends, mission priorities and customer goals to envision, shape and close new opportunities.
Researched product pricing, ratings and performance and created comparison spreadsheets to evaluate competitors.
Translated customer needs into solution requirements using powerful value propositions and negotiation skills.
Met existing customers to review current services and expand sales opportunities.
Negotiated prices, terms of sales and service agreements.
Set and achieved company defined sales goals.
Sales Manager
BayRock Mortgage
04.2004 - 08.2009
Handled customer relations issues, enabling quick resolution, and client satisfaction.
Resolved customer issues quickly to close deals and boost client satisfaction.
Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
Closed lucrative sales deals using strong negotiation and persuasion skills.
Maintained ethical and positive working environment to reduce turnover and promote high retention rates.
Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.
Recruited and hired top-level talent to add value and expertise to sales department.
Attended industry shows, conventions, and other meetings with primary mission of expanding market opportunities.
Collaborated with upper management to implement continuous improvements and exceed team goals.
Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
Implemented systems and procedures to increase sales.
Compiled and analyzed data to determine approaches to improve sales and performance.
Education
Associate of Arts - Communication
SUNY Broome Community College
Binghamton, NY
08.1996
Skills
Sales Development
Negotiation Tactics
Relationship Selling
Client Account Management
Financial Analysis
Creditworthiness Determination
Customer Relations
Attention to Detail
Analytical and Critical Thinking
Active Listening and Learning
Sales Forecasting
Account and Territory Management
Prospecting and Cold Calling
Consultative Sales Techniques
Coaching and Mentoring
Sales Presentation
Accomplishments
Received “President's Club” awards for top sales production at BayRock Mortgage.
Exceeded sales goals with 7 consecutive years of record sales growth which resulted in $26.198M in revenue at ECS.
Awarded the Atlanta Area Council Award of Merit for 10 years of servant leadership to the youth and adult volunteers of the Boy Scouts of America of North Georgia.