Shannon Peltier
Harrison,MI
Summary
Experienced Financial Professional with proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
13
13
years of professional experience
Work History
Senior Mortgage Loan Officer CPC
JP Morgan & Chase
Warren, MI
03.2022 - Current
- Explained different types of loans pertaining to client situations.
- Wrote over 120 loans in 3 different languages last year
- Worked with underwriters to fix application problems and resolve issues.
- Fielded customer complaints and provided solutions.
- Implemented sales strategies that established relationships with realtors and CPAs.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Proactively identified solutions for customers experiencing credit issues.
- Utilized Sales Force CRM tool to generate leads.
- Piloted Integration of Salesforce and Outlook
Home Lending Specialist
JPMorgan Chase
Troy / Warren , MI
07.2020 - 03.2022
- Piloted New Home Lending Training Development Program
- One of twenty employees across country to be first wave that developed new loan officers
- Completed Top of Class
- Utilized Sales Force CRM tool to generate leads.
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Fielded customer complaints and provided solutions.
- Implemented sales strategies that established relationships with realtors and CPAs.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Developed prospects for new loans by coaching banker to use Salesforce CRM tool and make 10+ cold calls day
- Implementation of Salesforce for Home Lending
- Utilized Sales Force CRM tool to generate leads.
- Explained different types of loans pertaining to client situations.
Private Client Banker Licensed, AVP
JP Morgan Chase N A
Utica, MI
07.2018 - 07.2020
- Relationship Management Provided exceptional service and advice to clients
- Piloted Sales Force CRM tool, Tablets implementation, Online Account Openings
- Utilized Sales Force CRM tool to generate leads.
- Proven record for establishing strong community and business networks resulting in
- Increased P&L, over 4 million invested in 8 weeks. acquired franchise business accounts
- Communicated business concepts and expected functional behavior to developers and other stakeholders.
- Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
- Collaborated with VPs in order to grow business partners through prospecting investment clients, business clients, consumer and business lending customers.
Fitness Instructor, AFFA Certified
Self Employed Services
Harrison Township, MI
04.2015 - 04.2019
- Developed and tested safe and effective exercise programs for class members.
- Educated clients on effective ways to exercise while on business travel, at home and on vacation.
- Informed clients about nutrition, lifestyle issues, and weight control.
- Treated injured students with basic first aid
- Motivated clients to achieve their personal fitness goals through developing and modifying routines.
- Promoted total wellbeing by encouraging students to improve nutrition, weight control and lifestyle.
- Cultivated positive relationships with participants by interacting with group during fitness classes.
- Enhanced client experience by maintaining motivational and supportive culture.
- Explained use of exercise equipment to all participants, prioritizing safety at all times.
- Conducted on-site seminars and workshops to generate interest in new club activities.
Contracted with Local School Districts, Health Clubs, Studio, Health Care Facilities and Parks/Recreations
Licensed Relationship and Business Banker, MOD
JPMorgan Chase
Utica, MI
08.2017 - 07.2018
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Expanded client base by promoting new financial products.
- Prospected for new business through networking, community outreach and customer referral generation.
- Continually boosted branch production and revenue by by consistently meeting all monthly and quarterly sales goals.
- Worked with clients to address and respond to client and partnership management issues
- Increased daily sales by upselling investment and lending banking products and financial services to customers.
Personal Banker, Small Business Specialist, MOD
JP Morgan Chase
Oakland Township/ Utica, MI
11.2015 - 07.2017
- Maintained and Balanced cash draw vault accounts on daily basis with zero discrepancies.
- Maintained ATM, Cash Dispensers, Cash Drawers
- Promoted financial products by maintaining excellent service offering knowledge.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
Vice President Board Member/ Vender Manager
Olympia Gymnastics Booster Club
Shelby Township, MI
07.2013 - 07.2015
- Event planner generating more than $100,000 in profit
- Executed contracts with vendors
- Marketing events delivering higher profits than projected
- Utilize experience to aid in revision of bylaws for 5013c.
- Identified opportunities to improve business process flows and overall departmental productivity.
- Attended trade shows and client meetings, promoting company brand and building rapport with prospects and partners.
- Book events recruit, train, and staff events
- Prepare commission reports
- Chair committees that work toward raising about 60,000 in revenue for club.
- Served as advocate and ambassador for organization by fully engaging, identifying and securing resources and partnerships to advance mission.
- Set enforced and optimized internal policies to maintain responsiveness to demands.
- Researched potential local, regional and national funders and assisted in relationship building.
- Interviewed, supervised and motivates 5-25 staff members to achieve optimal productivity.
Education
Associate of Arts - Business Administration And Management
Macomb Community College
Clinton Township, MI2008
Associate of Arts - Computer And Information Systems Security
Macomb Community College
Clinton Township, MI2009
Skills
- Microsoft Office (Word, Excel, Outlook, PowerPoint/ Adobe
- Relationship Management
- Public Speaking/ Presentation Skills
- Training/ Coaching/ Instructing
- Sales Experience
- Emotional intelligence
- Public speaking
- Social Media/ Marketing/ Branding
- Mortgage and Business Loan Officer
- CRM Software Salesforce Integration
- Customer Relationship/ Service/ Conflict Resolution
- Active Listening and Learning
- Referral Network Development
- Desktop Underwriter
- Social Perceptiveness
Additional Information
- Certifications and Licenses
- NMLS 1626205
- Series 6
- Series 63
- Life and Insurance
- AFFA
- CPR/ First Aide
Timeline
Senior Mortgage Loan Officer CPC
JP Morgan & Chase
03.2022 - Current
Home Lending Specialist
JPMorgan Chase
07.2020 - 03.2022
Private Client Banker Licensed, AVP
JP Morgan Chase N A
07.2018 - 07.2020
Licensed Relationship and Business Banker, MOD
JPMorgan Chase
08.2017 - 07.2018
Personal Banker, Small Business Specialist, MOD
JP Morgan Chase
11.2015 - 07.2017
Fitness Instructor, AFFA Certified
Self Employed Services
04.2015 - 04.2019
Vice President Board Member/ Vender Manager
Olympia Gymnastics Booster Club
07.2013 - 07.2015
Associate of Arts - Business Administration And Management
Macomb Community College
Associate of Arts - Computer And Information Systems Security
Macomb Community College
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