Accomplished Senior Sales Professional with over 10 years of expertise in mortgage sales and account management. Specializes in consultative approaches and strategic planning to enhance client retention and lead generation. Proven leader in team development and business growth, consistently achieving high sales volumes in competitive markets. Skilled in simplifying complex data to meet client needs and drive successful outcomes.
Overview
10
10
years of professional experience
Work History
Senior Mortgage Advisor
Cross Country Mortgage, PRMI, and APM
03.2018 - Current
Spearheaded new areas of growth, achieving 43% of total office sales volume, annually.
Averaged $15.5 million in annual sales volume in a competitive and rapidly changing market.
Mentored loan officers, increasing team productivity and efficiency in complex scenarios.
Attended weekly strategy meetings and interviewed potential new hires as a part of the leadership team.
Conducted over 150 client presentations, enhancing client understanding and engagement.
Developed and implemented client retention strategies, resulting in sustained business growth and repeat business.
Streamlined communication across departments to ensure smooth transaction processes.
Expert in data analysis and problem solving
Successfully created and negotiated bids to win high-value client contracts.
Mortgage Loan Officer
Guild Mortgage
03.2015 - 03.2018
Processed new loan applications in accordance with established guidelines.
Helped to create strategies to develop and expand customer sales, resulting in doubling annual production in the first year, from $14 million to $28 million.
Verified applicant information by consulting with outside agencies, credit bureaus and businesses.
Addressed and resolved applicant and borrower queries throughout the loan cycle.
Provided personalized loan options to meet clients' financial needs.