Sherri Eckert
Bertram,TX
Summary
Ready for new position where previous builder onsite sales/ management background can be best utilized. Experienced with loan origination and structuring financial solutions to meet client needs. Track record of building and maintaining strong relationships with clients and realtors.
Professional with proven success in new home sales, skilled in client relationship management, market analysis, and negotiation. Strong focus on team collaboration and achieving results, adaptable to changing needs. Known for excellent communication, problem-solving abilities, and customer-centric approach. Ready to drive sales and contribute to growth.
Experienced with guiding clients through home-buying and building process, ensuring smooth and satisfying experience. Utilizes effective communication and negotiation skills to close sales and meet client needs. Track record of building strong client relationships and achieving sales targets.
Outgoing New Home Sales Consultant with 20 years of Home Sales and Loan Origination experience. Sales experience with proven eye for detail and goal-oriented mindset. Known for closing sales quickly and ensuring both buyer and seller satisfaction.
Organized Sales Consultant with extensive knowledge of Builder property sales and mortgage coordination. Successful at closing deals with accuracy and speed. Trained in Encompass, Radiant Chat CRM and Total Expert CRM use with expertise in local markets.
Overview
20
20
years of professional experience
Work History
Senior Loan Officer
Clear Mortgage
04.2024 - Current
- Collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients.
- Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
- Cultivated referral network with real estate agents, builders, and other professionals to generate new business leads.
- Submitted loan applications to underwriter for verification and recommendations.
Senior Residential Loan Officer
Crosscountry Mortgage Inc
11.2018 - 03.2024
- Verify client financial information to determine creditworthiness and loan eligibility.
- Work with Encompass, Blend and Loanbeam software systems.
- Inform customers of loan application requirements and deadlines.
- Stay abreast of lending regulations, industry trends and market rates.
- Locate and suggest loan packages that meet client needs and priorities including minor credit repair.
- Meet with applicants to obtain information for loan applications and answer questions about loan process.
- Develop and maintain relationships with local real estate agents and client database of 1200+ previous clients.
- Closed 45+ loans in 2021 and 2020 from realtor referrals and client database.
- Contributed to business growth through consistent generation of new leads via networking events and referrals from satisfied customers.
- Maintained current knowledge of industry regulations and guidelines to ensure full compliance in all transactions.
- Assisted clients in understanding the various loan program options available to them while guiding them towards making an appropriate choice based on individual circumstances.
- Processed loan applications and monitored progress from start to finish.
- Proactively identified solutions for customers experiencing credit issues.
Senior Residential Loan Officer
Georgetown Mortgage
03.2017 - 11.2018
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Stayed abreast of lending regulations, industry trends and market rates.
- Identified valuable solutions for customers with credit problems.
- Verified client financial information to determine creditworthiness and loan eligibility.
- Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
- Worked with Point/ Encompass software systems.
VP of Mortgage Lending
Guaranteed Rate
10.2015 - 02.2017
- Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
- Built referral business by meeting with local financial planning, home builders and real estate professionals.
- Tracked and managed new leads and followed up on referral business.
- Developed and maintained knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
- Delivered high levels of customer service to facilitate smooth processes.
- Analyzed applicants' financial status and credit and property evaluation to determine feasibility of granting loan.
- Monitored performance of current portfolio of specialty loans to determine if changes should be implemented.
- Processed challenging loan applications for first-time borrowers, self-employed applicants and borrowers with problematic credit histories.
Residential Mortgage Loan Officer
PrimeLending Max Leaman Team
10.2010 - 10.2015
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Identified valuable solutions for customers with credit problems.
- Stayed abreast of lending regulations, industry trends and market rates.
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Verified client financial information to determine creditworthiness and loan eligibility.
- Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
- Developed and maintained relationships with local real estate agents.
- Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
Director of Sales and Marketing
American Premiere Homes
01.2005 - 03.2009
- Met with sales and design departments to determine project road maps and create unique products to drive profitability and champion brand.
- Monitored competitor products and services and maintained relationships with industry influencers and key strategic partners to identify improvement areas and grow customer base.
- Conducted market research and reported on competitor home builders.
- Coached, developed and motivated team to achieve revenue goals.
- Supported sales team members in 3 communities Benbrook Ranch, Magnolia Creek and Gann Ranch in Leander and Cedar Park TX to drive growth and development.
- Directed and coordinated products, services and sales activities.
- Developed/ created model home size and design fitted to the lot sizes. Had quick move in homes available.
Skills
- Payment Schedule Computation
- Application Review
- Loan File Review
- Customer Relations
- Attention to Detail
- Income Evaluation
- Credit History Review
- Automated Underwriting System (AUS)
- Active Listening and Learning
- Oral and Written Comprehension
- NMLS Registration
- Database Management
- File Organization
- Multitasking and Prioritization
- Customer Service
www.sherrieckert.com
- www.sherrieckert.com
- https://www.zillow.com/lender-profile/SherriEckert/
Timeline
Senior Loan Officer
Clear Mortgage
04.2024 - Current
Senior Residential Loan Officer
Crosscountry Mortgage Inc
11.2018 - 03.2024
Senior Residential Loan Officer
Georgetown Mortgage
03.2017 - 11.2018
VP of Mortgage Lending
Guaranteed Rate
10.2015 - 02.2017
Residential Mortgage Loan Officer
PrimeLending Max Leaman Team
10.2010 - 10.2015
Director of Sales and Marketing
American Premiere Homes
01.2005 - 03.2009
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