Tara Maurer
Fort Mill,SC
Summary
Highly motivated, goal oriented individual with 10 yrs of sales escrow experience in a competitive market. Seeking to work in an environment that provides new challenges and the opportunity to expand my professional abilities; while allowing me to contribute to the continued growth and success of the organization.
Overview
9
9
years of professional experience
Work History
Production Assistant
SoFi Bank
04.2023 - 11.2023
- Assisted 3 President's Club loan officers (Top 10% in company) in the mortgage process
- Participated in launching the mortgage division for SoFi Bank through the acquisition
- Trained newly hired production assistants on the mortgage process and programs involved
Production Assistant
SoFi Bank
04.2023 - 11.2023
- Assisted 3 President's Club loan officers (Top 10% in company) in the mortgage process
- Participated in launching the mortgage division for SoFi Bank through the acquisition
- Trained newly hired production assistants on the mortgage process and programs involved
Loan Officer Assistant (Acquired by SoFi Bank)
Wyndham Capital Mortgage
02.2018 - 04.2023
- Assisted 3 President's Club loan officers (Top 10% in company) in the mortgage process for 3yrs (Each loan officer funded $50+ million dollars in fundings each year)
- Drove production to increase fundings. Averaged 40+ fundings each month
- Currently certified for the Nationwide Mortgage Licensing System (NMLS #1727074)
- Answered inquiries and provided superior customer service to clients while communicating with them daily to request information and complete paperwork via phone calls, emails, and zoom calls.
- Set up files using loan officer checklist and submitted on-time for processing
- Liaised with clients to guide through loan closing process and skillfully handle any concerns
- Assisted with timely loan closing and funding activities with efficient management of task checklists
- Documented borrower's information in loan processing system and resolved any discrepancies
- Supported current production needs by moving loans through each stage of funding process while monitoring key dates to obtain information by deadlines
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base
- Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories
Loan Officer Assistant (Acquired by SoFi Bank)
Wyndham Capital Mortgage
02.2018 - 04.2023
- Assisted 3 President's Club loan officers (Top 10% in company) in the mortgage process for 3yrs (Each loan officer funded $50+ million dollars in fundings each year)
- Drove production to increase fundings. Averaged 40+ fundings each month
- Currently certified for the Nationwide Mortgage Licensing System (NMLS #1727074)
- Answered inquiries and provided superior customer service to clients while communicating with them daily to request information and complete paperwork via phone calls, emails, and zoom calls.
- Set up files using loan officer checklist and submitted on-time for processing
- Liaised with clients to guide through loan closing process and skillfully handle any concerns
- Assisted with timely loan closing and funding activities with efficient management of task checklists
- Documented borrower's information in loan processing system and resolved any discrepancies
- Supported current production needs by moving loans through each stage of funding process while monitoring key dates to obtain information by deadlines
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base
- Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories
Sales Representative
Red Ventures
01.2015 - 10.2017
- Responsible for Competitive Energy Sales in deregulated states
- Develop and build relationships with new and existing client to ensure customer growth and retention
- Driving profit through inbound and permission-based outbound calls by utilizing persuasive sales techniques (On average I took 400 inbound calls and 50 outbound calls monthly; converting 42-50%)
- Consistently performing in a fast-paced sales environment exceeding sales goals and meeting quality assurance requirements (Past 12 months I have ranked top 20% of the business 70% of the time)
- Achieved Senior Sales Rep in the first 6 months of employment (Top 50% of business)
- Received Master Sales Agent after 1 year of employment (Top 25% and must sustain rank within the business of 65 employees)
- Generate leads, qualify customer needs, and negotiate energy solutions
- Ensuring a positive customer experience by educating customers on the benefits of the product, overcoming objectives, and updating our contact management system
Sales Representative
Red Ventures
01.2015 - 10.2017
- Responsible for Competitive Energy Sales in deregulated states
- Develop and build relationships with new and existing client to ensure customer growth and retention
- Driving profit through inbound and permission-based outbound calls by utilizing persuasive sales techniques (On average I took 400 inbound calls and 50 outbound calls monthly; converting 42-50%)
- Consistently performing in a fast-paced sales environment exceeding sales goals and meeting quality assurance requirements (Past 12 months I have ranked top 20% of the business 70% of the time)
- Achieved Senior Sales Rep in the first 6 months of employment (Top 50% of business)
- Received Master Sales Agent after 1 year of employment (Top 25% and must sustain rank within the business of 65 employees)
- Generate leads, qualify customer needs, and negotiate energy solutions
- Ensuring a positive customer experience by educating customers on the benefits of the product, overcoming objectives, and updating our contact management system
Education
Bachelor of Science - Business Administration And Management
University of South Carolina Upstate
Spartanburg, SC12.2007
Skills
- Proficient in Microsoft Word
- Proficient in Excel
- Proficient in Encompass
- Client Relations
- Production Workflow
- Meeting Deadlines
- Time Management
- Detail Oriented
- Decision-Making
- Flexible and Adaptable
- Effective Multitasking
- Closing process coordination
- Contracts
- Excellent communication
Timeline
Production Assistant
SoFi Bank
04.2023 - 11.2023
Production Assistant
SoFi Bank
04.2023 - 11.2023
Loan Officer Assistant (Acquired by SoFi Bank)
Wyndham Capital Mortgage
02.2018 - 04.2023
Loan Officer Assistant (Acquired by SoFi Bank)
Wyndham Capital Mortgage
02.2018 - 04.2023
Sales Representative
Red Ventures
01.2015 - 10.2017
Sales Representative
Red Ventures
01.2015 - 10.2017
Bachelor of Science - Business Administration And Management
University of South Carolina Upstate