Swede Steigerwald
Greendale,Indiana
Summary
Experienced Sales Professional with a proven track record at Preferred Rate Mortgage, enhancing client retention and increasing loan approval rates through exceptional customer service and relationship selling. Expert in CRM software and financial accounting, I excel in negotiating and managing client accounts, ensuring satisfaction and financial success. Also includes a background with over 20 years of coaching at a variety of levels and sports.
Overview
17
17
years of professional experience
Work History
Mortgage Loan Officer
Preferred Rate Mortgage / Amerifirst
11.2020 - Current
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
- Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
- Developed strong partnerships with local real estate agents to generate consistent referral sources for mortgages.
- Utilized CRM software proficiently for tracking leads, organizing client information, and planning follow-up communications.
- Cold call real estate agents, human resources departments and other potential lead generating sources to build a relationship for business.
- Frequently visit real estate offices to deliver loan information, give presentations, and form relationships with agents.
- Coordinate with HR departments to meet with employees and present loan opportunities to that would benefit both the employer and employee.
Coaching Assistant
Lawrenceburg Community Schools
10.2019 - Current
- Current Linebacker coach for the High School Football team and Assistant Coach for the High School Wrestling Team.
- Built relationships with other Coaches and Athletic Directors at other schools.
- Advised head coach on discipline, performance, and other decision-making areas.
- Ensured timely communication with parents regarding player progress, upcoming events, and any concerns or issues that arose during the season.
- Developed and implemented training drills to improve team cohesiveness and performance.
- Coordinated special events such as pre-season tryouts, training camps and special workshops to support team goals.
Assistant Director
Lawrenceburg Community Center
05.2007 - 11.2020
- Supervise staff and facility on a daily basis
- Work with the public on any questions or concerns that they may have about the Lawrenceburg Community Center
- Communicate with local businesses for sponsorships/donations for events and tournaments
- Grant writing for programs
- Develop advertisement for radio, newspaper and social media
- Prepare and present Projected Yearly Budget to the Board of Directors
- Attend Board of Directors meetings and prepare financial reports, minutes and agenda for the meeting
- Implementation of programs, dates, times, class fees, roster sizes, and general guidelines
- Use Quickbooks to do weekly payroll for staff and independent contractors. Prepare, print, and pay all tax liabilities
- Prepare and pay all invoices for the Lawrenceburg Community Center
- Coordinate various leagues for the Lawrenceburg Community Center. Duties included in the coordination are acquiring officials, creating schedules, set up rules and regulations, train staff how to run the leagues, create any flyers or advertising materials for the league, and order t-shirts and trophies that may be needed for these leagues
- Use Microsoft Office to schedule all events and programs
- Create monthly calendars for the public
- Coordinate and create employees work schedules
- Acquired bids and purchased facilities equipment
- Assisted in creating and implementing the Lawrenceburg Community Center Afterschool Program and the Summer Youth Program
- Handle all Workers Compensation claims with the State of Indiana
Education
Bachelor Of Arts - Recreation/Physical Education
Franklin College
Franklin, IN05.1997
Skills
- CRM and Social Media experience
- B2B Sales experience
- Goal-Oriented
- Relationship selling
- Client Account Management
- Negotiation Tactics
- Document Review
- Sales Forecasting
- Marketing expertise
- Customer service-focused
- Microsoft Office
- Database Management
- Customer Relations
- Market Analysis
- Financial Accounting
- Intuit QuickBooks
Additional Information
Previous Coaching Sports Experience:
- Coached Girls Softball for 20 years
- Coached Youth Baseball for 9 years
- Coached Indoor Soccer for 3 years
- Coached Youth Basketball for 7 years
- Coached Youth Wrestling for 5 years
- Coached Pee Wee and Middle School Football for 7 years
Over this time I have built many relationships with coaches and league organizers in the both school and travel/select sports in all of the sports above.
Timeline
Mortgage Loan Officer
Preferred Rate Mortgage / Amerifirst
11.2020 - Current
Coaching Assistant
Lawrenceburg Community Schools
10.2019 - Current
Assistant Director
Lawrenceburg Community Center
05.2007 - 11.2020
Bachelor Of Arts - Recreation/Physical Education
Franklin College