Summary
Overview
Work History
Education
Skills
Certification
Software
Additional Information
Timeline
Volunteer

Shannon Bell

Madison,WI

Summary

Motivated individual with 22 years of experience in Mortgage Loan Origination, customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service. Business-driven and always finding successful ways to acquire new clients and foster lucrative relationships. Offering dynamic collaboration and decision making skills.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Part-time Sales Associate

Sunglass Hut /Luxottica
10.2022 - Current
  • Greeted customers and helped with product questions, selections, and purchases.
  • Helped customers complete purchases, locate items, and join reward programs.
  • Utilized upselling techniques to promote additional products and increase sales.

Medical Leave

Medical Leave Of Absence
06.2020 - Current

Mortgage Loan Officer, Inside Sales

Homefinity
05.2020 - 06.2021
  • Answered inbound client calls pertaining to home refinancing and purchasing. Exceeded sales goals.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Utilized CRM and cloud software to manage client relationships.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.

Loan Officer, Outside sales

Atlantic Home Loans
04.2019 - 02.2020
  • Established new accounts through cold calling and personal visits to potential customers.
  • Exceeded monthly sales targets and quotas consistently.
  • Planned marketing initiatives and leveraged referral networks to promote business development.

Mortgage Loan Officer/Outside Sales Executive

Cardinal Financial
12.2017 - 04.2019
  • Approved loan applications based on customer creditworthiness and provided detailed financial advice.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Maintained connections with clients to encourage repeat business and referrals.

Education

MATC College
Madison, WI

High School Diploma -

Belvedere High School
1998

Skills

  • Driven/Entrepreneur spirit
  • Emotional Intelligence/Empathetic
  • Microsoft Office proficient
  • Excellent analytical, decision-making and organizational skills
  • Problem Solving/Creative thinking
  • Able to create business relationships, and teams
  • Inside and outside sales/Closing
  • Able to explain a complex situation to a client in a way they can understand and relate to
  • Networking, and Partnership Development
  • Able to work with little or no supervision
  • Verbal and Written Communication
  • Finance
  • Sales Strategies
  • Inbound and outbound call center

Certification

Mortgage Loan Originators License

NMLS - 339626

Wisconsin and Texas

Software

CRM

Encompass

Salesforce

Microsoft Office

Excel

Blend

Point

POS

Additional Information

The prior 16 years of my career were spent in the mortgage industry in Las Vegas, NV. Additional employment information and references available upon request.

Timeline

Part-time Sales Associate

Sunglass Hut /Luxottica
10.2022 - Current

Medical Leave

Medical Leave Of Absence
06.2020 - Current

Mortgage Loan Officer, Inside Sales

Homefinity
05.2020 - 06.2021

Loan Officer, Outside sales

Atlantic Home Loans
04.2019 - 02.2020

Mortgage Loan Officer/Outside Sales Executive

Cardinal Financial
12.2017 - 04.2019

MATC College

High School Diploma -

Belvedere High School

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