Scott Faletic

· Prospected Microsoft M365 CRM to establish, maintain and prioritize client relationships.

· Gathered financial documents and built mortgage loan applications with keen perception and attention to detail.

· Analyzed borrower qualifications to determine available options.

· Nurtured accounts through consultative sales approach.

· Relayed necessary information to all stakeholders and guided expectations for next-steps.

· Progressed loans toward closing milestone ensuring any pending issues were resolved expeditiously.

• Expert understanding of Conventional, FHA, VA, and USDA mortgage loan products.
• Responsible for prospecting and qualifying mortgage loan customers.
• Managed loan processes through closing and relayed expectations to all stakeholders.
• Explained technical information to applicants in easy to understand language.
• Assisted clients with improving financial health by counseling on issues such as excessive debt and timely payments.

• Utilized Salesforce CRM to uncover new business opportunities through prospecting and cold calling.
• Qualified customer needs regarding advertising and capacity for additional business growth.
• Relayed value proposition for non-traditional advertising on digital platform and direct mail formats.
• Developed sales pitches to expand prospect understanding of company and potential for ROI.
• Researched and customized advertising packages to accomplish clients short and long term sales goals.
• Organized daily schedule to move prospective clients through sales pipeline while cultivating opportunities for future business.