20+ years as a top producing, inspirational sales expert. Hard charging performance driven sales professional consistently exceeds quotas, Dynamic articulate communicator offering high-powered presentation, negotiation and closing skills. Strong customer relationships builder based on service, support and follow through. An experienced professional who excels in uncovering customer needs, providing solutions, handling objections and closing sales.
Overview
17
17
years of professional experience
Work History
Mortgage Banker
Reliance First Capital
08.2014 - 09.2022
Exceeded performance expectations, receiving recognition for outstanding contributions to company growth and success in the mortgage banking sector.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Mentored junior mortgage bankers, imparting industry knowledge and best practices for success in the role.
Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Increased production from 2014 to multiple 1,000,000 producer year over year.
Mortgage Banker
Proficio Mortgage
01.2010 - 04.2014
Established plans and payoffs for customers' loans, prioritizing control of overall costs.
Mentored junior mortgage bankers, imparting industry knowledge and best practices for success in role.
Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Developed and maintained relationships with 50+ real estate agents, financial planners, individual borrowers, and builders.
Account Representative
Cadventure
05.2009 - 03.2010
Built relationships with 50 + clients to understand their needs resulting in over $1m in annual revenue.
Exceeded annual revenue targets by 20% during tenure.
Thoroughly prepared for over 60 client meetings, resulting in close rate 5% above average.
Attended over 10 industry conferences, performed telemarketing, and engaged outbound email prospecting to increase lead generation efforts by 10%.
Increased annual retention rate by 6% by performing regular check-ins with existing account holders.
Loan Consultant
First Ohio Banc & Lending
05.2005 - 03.2009
Successfully keeping pipeline above 1.5 million month and making 5 to 10 office calls day
Maintaining over $10,000.00 month average.
Managed diverse portfolio of loans, ensuring compliance with company policies and industry regulations.
Developed and maintained relationships with customers, lenders and other third parties.
Provided ongoing training and mentorship to junior team members, fostering culture of continuous improvement.
Education
Bachelor of Arts: Business Management -
Kent State University
Kent, Ohio
01.1993
Skills
Goal Planning
Document analysis
Closing procedures
Purchasing Processes
Credit analysis
Analytical and Critical Thinking
Originating home loans
Decision-Making
Goals and performance
Customer rapport
Market development
Performance Tracking
Supporting Skills
Dale Vermillion Sales Training
Microsoft Office Word
Excel
PowerPoint
Outlook
CRM Software - Netsuite
Salesforce
ACT
Calyx
Encompass!
Timeline
Mortgage Banker
Reliance First Capital
08.2014 - 09.2022
Mortgage Banker
Proficio Mortgage
01.2010 - 04.2014
Account Representative
Cadventure
05.2009 - 03.2010
Loan Consultant
First Ohio Banc & Lending
05.2005 - 03.2009
Bachelor of Arts: Business Management -
Kent State University
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