Preston Beard
Eagle,MI
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Offers great time management, task prioritization, communication and excellent customer service. Currently seeking a position where my background in sales and ITS might collaborate for growth in an innovative and customer-focused organization.
Overview
9
9
years of professional experience
Work History
Implementation Specialist
BS&A Software
04.2023 - Current
- Developed strong relationships with clients, fostering trust and confidence in the implementation process.
- Delivered exceptionally high level of professionalism and support to each client, upholding company's commitment to service.
- Provided ongoing support to clients post-implementation, addressing any concerns or issues promptly and professionally.
President Club Mortgage Banker
Rocket Mortgage
09.2019 - 03.2023
- Worked as a solution consultant with clients and underwriters to fix application problems and resolve issues.
- Evaluated client financial positions and identified most appropriate banking products.
- Located and pre-qualified customers for mortgages.
- Fielded customer complaints and provided solutions.
Account Executive
United Wholesale Mortgage
04.2019 - 08.2019
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Prospected new clientele through networking, cold calling, canvassing and referrals.
- Drove new business development through qualifying leads, building relationships and executing strategic sales.
- Identified client business needs by gaining understanding of goals, objectives and processes.
Senior Mortgage Banker
Rocket Mortgage
09.2015 - 09.2018
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Proactively identified solutions for customers experiencing credit issues.
Education
Bachelor of Science - Finance
Central Michigan University
Mount Pleasant, MI08.2015
Skills
- Excellence in Client Satisfaction
- Solution Consultation
- Software Implementation
- Influence and Persuasion
- Negotiation Tactics
- Communicates Effectively with Team Members
- Excepting Constructive Feedback
Timeline
Implementation Specialist
BS&A Software
04.2023 - Current
President Club Mortgage Banker
Rocket Mortgage
09.2019 - 03.2023
Account Executive
United Wholesale Mortgage
04.2019 - 08.2019
Senior Mortgage Banker
Rocket Mortgage
09.2015 - 09.2018
Bachelor of Science - Finance
Central Michigan University
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