Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Timeline
Generic

SIMON GERVAIS

Washington,DC

Summary

Dedicated worker with excellent communication, time management and computer skills. Aiming to leverage abilities to successfully fill the vacancy at new employer. Frequently praised as hardworking by peers, I can be relied upon to help push metrics and achieve its company goals. Motivated professional versed in real estate transactions, facilitating development and execution of representation contracts, purchase agreements, closing statements, deeds and leases. Offering 3 years of industry success with commitment to supporting buyers and sellers through complex processes and paperwork. Well-qualified Real Estate squire with proven success in improving operations and solving problems. Highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges.

Overview

4
4
years of professional experience

Work History

Loan Officer

DAS Acquisitions
11.2022 - Current
  • Monitored pipelines to track and log status of loans.
  • Monitored performance of existing loan portfolios to identify and address any issues.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Negotiated loan terms to provide favorable outcomes for both customers and lenders.
  • Developed and maintained strong working relationships with professionals within assigned territory.
  • Monitored competitor activities to maintain competitive advantage.
  • Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
  • Achieved or exceeded company-defined sales quotas.
  • Selected correct products based on customer needs, product specifications and applicable regulations.
  • Researched and updated industry knowledge on changing legislation and regulations.
  • Reviewed loan files and updated to match current standards.

Realtor

Robert Simpson Group LLC
02.2022 - Current
  • Negotiated, facilitated, and managed real estate transactions.
  • Resolved client concerns related to home purchases to maintain high satisfaction ratings.
  • Developed and presented proposals to clients to raise awareness of potential real estate investments.
  • Developed and maintained relationships with clients through networking, postcards, and cold calling.
  • Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
  • Liaised between buyers and sellers to establish favorable prices and negotiate contract terms.
  • Advertised client properties through websites, social media, and real estate guides.
  • Communicated with 50+ self generated clients daily to understand needs and preferences.
  • Reviewed market research data and changed sales plans accordingly

LICENSED LOAN OFFICER

KEYSTONE FUNDING
11.2021 - 04.2022
  • Prepared and guided clients through contracts, escrow paperwork and deeds
  • Acted as agency subject matter expert for portfolio of programs, listings and mortgages
  • Used real estate acumen to develop property assessments, valuations and contracts
  • Trained real estate agents by advising and coaching on contracts and general sales processes
  • Established goal-setting, progress meetings and cold call sessions to help hone new agent lead-generation skills
  • Guided and assisted buyers or sellers throughout entire transaction process
  • Performed comparative market analysis to estimate property value
  • Networked with community leaders, attorneys and lenders to develop industry contacts
  • Collaborated with real estate attorney to assist with deal-related issues
  • Resolved issues and conflicts during purchase or sale of real estate property
  • Compared property with similar properties that had recently sold to determine its competitive market price
  • Arranged meetings between buyers and sellers when details of transactions needed to be negotiated
  • Contacted utility companies for service hookups to clients' property
  • Evaluated mortgage options to help clients obtain financing at best prevailing rates and terms
  • Located and appraised undeveloped areas for building sites, based on evaluations of area market conditions
  • Solicited and compiled listings of available rental properties
  • Investigated clients' financial and credit status to determine eligibility for financing
  • Appraised properties to determine loan values
  • Built and strengthened relationships with new and existing accounts to drive revenue growth.Gathered information from clients to secure accounts, verify payment and identify special requirements.Managed sales cycle to maintain solid customer base.Leveraged CRM to collect, organize and manage sales data and customer information.Interviewed applicants to determine financial eligibility and feasibility of granting

MORTGAGE LOAN ORIGINATOR

CITYWORTH MORTGAGE
09.2020 - 11.2021
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Worked with underwriters to fix application problems and resolve issues.
  • Developed and implemented marketing campaigns to generate new business opportunities.
  • Participated in industry events and conferences to build relationships and gain market intelligence.
  • Monitored portfolio performance and provided clients with periodic updates on loan progress.
  • Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
  • Explained different types of loans pertaining to client situations.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Prepared documents for customers, submitting and overseeing through each step of closing process.

RETAIL SALES CONSULTANT

AT&T — WASHINGTON
12.2019 - 08.2020

REALTOR: INTERIM ASSISTANT

GOODMAN REALTORS
08.2019 - 11.2019
  • Loans.Determined all applicable ratios and metrics as well as creating debt payment plans. Consistently exceeded monthly quota every month. Managed over 50 customer calls per day
  • Engaged potential clients (in-person and over phone) and explained loan process; correctly qualify leads and document information
  • Worked with underwriters to fix application problems and resolve issues
  • Reviewed loan files and updated to match current standards
  • Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs
  • Verified applicant's credit history and work with lenders to get clients approved and inform applicants of important deadlines
  • Compiled closing packages for drafting and presentation accuracy
  • Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans
  • Stayed abreast of new types of loans and other financial services and products to better meet borrowers' needs
  • Negotiated terms and conditions of loan with mortgagor
  • Used consultative selling techniques to advise clients on mortgage loan options and other financial products
  • Met with borrowers to educate on loan process and obtain information for loan applications
  • Explained to borrowers different types of loans and credit options available and terms of services
  • Developed new and expanded internal and external referral sources to grow mortgage business
  • Assessed potential loan markets and developed referral networks to locate prospects for loans
  • Obtained and analyzed financial and credit data to determine acceptable risk
  • Approved loans within specified limits, referring applications outside limits to management
  • Analyzed potential loan markets and developed referral networks to locate prospects for loans
  • Updated credit and loan files
  • Ensured that were complete and accurate according to policy
  • Approved loans within specified limits and referred loan applications outside those limits to management for approval
  • Worked with clients to identify financial goals and to find ways of reaching those goals
  • Computed payment schedules
  • Stayed abreast of new types of loans, financial services and products to better meet customers' needs
  • Responsible for selling all products and services offered by the Company.Met sales objectives and exceeded sales targets assigned by the managers.Utilized mobile point-of-sale devices to process sales transactions and accept consumer account payments.Served personalized shopping experiences that strengthened consumer relationships with the Company.Maximized store profits through building value for individual customers.Resolved service inquiries from clients while providing efficient and courteous customer service.Entered consumer details into the Company's CRM program and streamlined information across all Company channels
  • Greeted potential clients and connected them to various channels within Company via usage of multi-line telephone system. Placed outbound sales calls to bridge potential customers and existing clients to Company and constitute individual sales opportunities. Created and managed consumer database using project modeling software. Utilized CRM software to manage client data and prepared detailed reports for CEO.Performed administrative tasks as assigned by Company managers. Developed digital sales and marketing campaign that increased consumer engagement and Company revenues. Cloud software to design unique advertisement deliverables for CEO, managers, and agents within Company.

Education

Business Management & Finance

Catholic University of America
Washington
01.2019

Skills

  • Balance Sheet Expertise
  • Banking
  • Sales Negotiation
  • Active Listening
  • Verbal and Written Communication
  • Loan Product Promotion
  • Sales Pipeline Maintenance
  • Database Management
  • FHA Loan Processes
  • Complete Loan Applications
  • Marketing Management

Accomplishments

  • Repeatedly commended by superiors for excellent customer service.
  • Supervised team of 6 staff members.

Additional Information

  • DC Real Estate License SP4002079 National Mortgage Licensing Service 2049594

Timeline

Loan Officer

DAS Acquisitions
11.2022 - Current

Realtor

Robert Simpson Group LLC
02.2022 - Current

LICENSED LOAN OFFICER

KEYSTONE FUNDING
11.2021 - 04.2022

MORTGAGE LOAN ORIGINATOR

CITYWORTH MORTGAGE
09.2020 - 11.2021

RETAIL SALES CONSULTANT

AT&T — WASHINGTON
12.2019 - 08.2020

REALTOR: INTERIM ASSISTANT

GOODMAN REALTORS
08.2019 - 11.2019

Business Management & Finance

Catholic University of America

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SIMON GERVAIS