Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Trey CALDWELL

Trey CALDWELL

Richardson,TX

Summary

Results-oriented sales worker engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.

Overview

9
9
years of professional experience
4
4
years of post-secondary education

Work History

Loan Officer

OriginPoint Mortgage
01.2023 - Current
  • Advised clients on mortgage, education and personal loans.
  • Examined customer loan applications for loan approvals and denials.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Maintained strict confidentiality of bank records and client information.

Loan Officer

WillowBend Mortgage
02.2022 - 01.2023
  • Identified opportunities to cross-sell and upsell loan products to customers.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.
  • Processed loan applications and monitored progress from start to finish.

Professional Athlete

St. Louis Battlehawks
12.2019 - 03.2020
  • Exhibited excellent teamwork and strong work ethic by promoting camaraderie.

Outside Sales Representative

Charity Advertising and Marketing Partners
10.2018 - 02.2019
  • Business to Business sales , cold calling, guide on how to successfully sell to a customer got promoted in 6 days as corporate trainer.
  • Contributed to team objectives in fast-paced environment.
  • Built relationships with customers and community to promote long term business growth.
  • Showcased product features to customers and discussed technical details to overcome objections and lock in sales.

Professional Athlete

Tennesse Titans
08.2018 - 09.2018
  • Maintained professionalism when attending charity, sporting and media events as team representative.
  • Collaborated with coaches, nutritionists and physiotherapists to support continuous improvement.

Sales Associate

Orange theory Victory Park
07.2018 - 08.2018
  • Create a fun working environment and giving detail for potential new fitness members for a sale
  • Take care of paperwork and all the fitness equipment needed before the workout

NFLPA Externship One Week Program

Under Armour
02.2018 - 03.2018
  • Shadow meetings and give out ideas to Global Football department for Spring 19’ Fall’ attire
  • Guided and supported faculty and staff in development of new programs.

Professional Athlete

Cleveland Browns
05.2016 - 09.2017
  • Maintained professionalism when attending charity, sporting and media events as team representative.
  • Collaborated with coaches, nutritionists and physiotherapists to support continuous improvement.
  • Utilized advanced data analysis techniques to optimize performance.
  • Determined areas in need of improvement and optimized strategies to strengthen performance.

Financial Representative

Primerica Financial Services
06.2014 - 08.2014
  • Responsible for setting financial planning appointments
  • Implementing data to enter in financial plans.

Education

BBA - Business -Marketing

University of Louisiana At Monroe, Monroe, LA
05.2012 - 05.2016

Related course work: Accounting, Finance, Business Marketing, Macroeconomics, Marketing, and Sales.

  • Awarded 2015 Chip Luffey Award

Skills

  • Database Management
  • Document Analysis
  • Solution Planning
  • Strong Business Acumen
  • Strategic Negotiations
  • Prospect Business

Accomplishments

  • Learned the basics of debt reduction, life insurance types, and basic investing strategies
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • 5th Round Draft Pick to the Cleveland Browns in 2016
  • 3 –Year College Football Letterman
  • Starting ULM Cornerback for 2014 season

Timeline

Loan Officer - OriginPoint Mortgage
01.2023 - Current
Loan Officer - WillowBend Mortgage
02.2022 - 01.2023
Professional Athlete - St. Louis Battlehawks
12.2019 - 03.2020
Outside Sales Representative - Charity Advertising and Marketing Partners
10.2018 - 02.2019
Professional Athlete - Tennesse Titans
08.2018 - 09.2018
Sales Associate - Orange theory Victory Park
07.2018 - 08.2018
NFLPA Externship One Week Program - Under Armour
02.2018 - 03.2018
Professional Athlete - Cleveland Browns
05.2016 - 09.2017
Financial Representative - Primerica Financial Services
06.2014 - 08.2014
University of Louisiana At Monroe - BBA, Business -Marketing
05.2012 - 05.2016

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Trey CALDWELL