TERRI ELLISON
CAPE CORAL,FL
Summary
Sales and management professional with extensive experience in new home sales and general real estate. Proven track record of achieving multi-million dollar sales and receiving multiple top-producing awards, including Customer Excellence Awards. Certified in Mortgage Loan Origination with strong skills in cross-selling and upselling, consistently exceeding sales quotas. Dynamic leader focused on delivering exceptional customer service and fostering client loyalty through effective engagement and issue resolution.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Memeber Services Representative
LMCU
04.2023 - 05.2025
- Processed customer transactions with high accuracy in fast-paced environment.
- Assisted customers with account inquiries and problem resolution to enhance satisfaction.
- Trained new staff on banking policies and customer service best practices.
- Maintained compliance with regulatory requirements and internal policies consistently.
- Monitored customer accounts for suspicious activities, including large transfers.
- Developed strong client relationships to better understand individual banking needs.
- Reviewed loan applications for accuracy, coordinating with underwriters for approvals.
- Managed daily operations of teller line, supervising staff performance and cash processing.
Branch Manager and Mortgage Loan Officer
Jet Direct Mortgage
01.2020 - 04.2023
- Established Cape Coral Branch and supervised Florida Division operations.
- Originated loans to expand client base and revenue.
- Executed marketing strategies to enhance brand visibility.
- Cultivated networking relationships for business growth.
- Managed client relations to ensure high satisfaction levels.
- Reviewed realtor contracts to mitigate risks and ensure compliance.
- Processed loans, maintaining adherence to industry regulations.
- Oversaw appraisal management to streamline valuation processes.
New Home Specialist
Holiday Builders
Cape Coral, FL
05.2017 - 05.2020
- Liaised between sellers and buyers for profitable and efficient sales.
- Identified potential buyers through cold calling.
- Counseled customers on market current status for residential and land markets.
- Explained financial requirements and analytical data to potential buyers and sellers.
- Promoted active listings through social media marketing, open houses and newsletters.
- Advised clients on market conditions, pricing and legal requirements for property transactions.
Wireless Sales Manager
Wireless Advocates
Fort Myers, FL
07.2009 - 10.2015
- Maintained detailed and accurate accounting records by overseeing documentation of sales, purchases and requisitions.
- Enhanced sales by implementing merchandising and promotional improvements.
- Reviewed inventory and sales records, tracked trends and reported on activities to senior management for use in key decision making.
- Achieved sales goals and business objectives by motivating staff and promoting products.
Education
Associate of Arts - Business Administration And Management
Keiser University
Fort Lauderdale, FL08-2013
Skills
- Contract negotiation and management
- Brand development
- Employee oversight
- Mortgage solutions
- Client relationship management
- Market expertise in SWFLA
- Sales strategies and marketing
- Compliance reviews and adherence
- Loan application review
- Promotional marketing and advertising
- Account management
- Customer transaction processing
- Regulatory knowledge
- Networking skills
- Customer support and relations
Accomplishments
- Awarded 'TOP PRODUCER' for UNITS SOLD.
- Developed highly effective sales training strategies as Sales Manager of a 8-person team.
- Awarded top Sales Manager for highest GPD In multiple quarters.
Affiliations
- COMMUNITY SERVICE VOLUNTEER
Certification
- MORTGAGE LICENECES
- FLORIDA REALESTATE LICENCES
- NOTARY REPUBLIC
- FDFS INSURANCE 0229
- CUNA CERTIFIED
References
References available upon request.
Timeline
Memeber Services Representative
LMCU
04.2023 - 05.2025
Branch Manager and Mortgage Loan Officer
Jet Direct Mortgage
01.2020 - 04.2023
New Home Specialist
Holiday Builders
05.2017 - 05.2020
Wireless Sales Manager
Wireless Advocates
07.2009 - 10.2015
Associate of Arts - Business Administration And Management
Keiser University
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