Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Yoanne Mackita

Englewood,CO

Summary

Results-driven Remote Sales and Customer Solutions Specialist with 5+ years of experience in mortgage and financial services. Proven success executing 80+ outbound calls per day, managing CRM pipelines with daily contact strategies, and self-sourcing 2–3 mortgage loans weekly. Highly skilled in consultative selling, relationship building, and delivering compliant, customer-focused solutions. Fluent in English, French, and Spanish.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Mortgage Broker

Edge Home Finance
Remote
01.2023 - Current
  • Conduct 80+ outbound sales calls daily to identify, qualify, and convert prospective borrowers.
  • Manage CRM pipeline with structured daily contact touches to maximize engagement and conversions.
  • Self-source and close 2–3 mortgage loans weekly through consultative needs assessment.
  • Educate clients on loan options, budgeting, credit improvement, and regulatory requirements.
  • Build trust-based client relationships while ensuring full regulatory compliance.

Mortgage Consultant

American Financing Corporation
Remote
06.2022 - 01.2023
  • Provided high-volume phone-based sales and customer support for mortgage products.
  • Conducted detailed client interviews to assess short- and long-term financial goals.
  • Generated leads through outbound calling and follow-up strategies.
  • Maintained accurate documentation and compliance throughout the loan process.

Licensed Customer Service Representative

American Financing Corporation
Remote
12.2019 - 06.2022
  • Managed high-volume inbound and outbound calls in a regulated financial environment.
  • Resolved complex customer inquiries with accuracy and empathy.
  • Assisted borrowers with documentation and loan application requirements.
  • Served as liaison between customers, lenders, and third-party partners.

Education

Bachelor of Arts - Business Administration (Finance)

University of Colorado Boulder

Skills

  • Remote Sales & Customer Engagement
  • Outbound & Inbound Calling
  • CRM & Pipeline Management
  • Consultative Selling
  • Financial Services & Mortgage Products
  • KPI & Goal Achievement
  • Multilingual Communication (English, French, Spanish)
  • Time Management
  • Virtual Collaboration Tools
  • Customer service and support
  • Call center experience

Certification

NMLS License #2020339

Languages

English (Fluent)
French (Native)
Spanish (Conversational)

Timeline

Mortgage Broker

Edge Home Finance
01.2023 - Current

Mortgage Consultant

American Financing Corporation
06.2022 - 01.2023

Licensed Customer Service Representative

American Financing Corporation
12.2019 - 06.2022

Bachelor of Arts - Business Administration (Finance)

University of Colorado Boulder
Yoanne Mackita