Summary
Overview
Work History
Education
Skills
References
Timeline
Zac Roach

Zac Roach

Osseo,MN

Summary

Customer-oriented sales professional with 5 years of experience building relationships, cultivating partnerships and growing profit channels. Strategic-thinking leader with expertise in expanding network connections, persuasively introducing products, territory development and revealing customer needs to deliver solutions.

Overview

10
10
years of professional experience

Work History

Business Solutions Specialist

ADT Security
Shoreview, MN
01.2023 - Current
  • Fostered relationships with customers to expand customer base and retain business.
  • Developed key customer relationships to increase sales.
  • Boosted sales by executing complete sales cycle process from prospecting leads through contract negotiations and close.
  • Analyzed customer requirements and recommended suitable security solutions.
  • Developed targeted lists and new business opportunities, accelerating sales process to achieve results.

Mortgage Processor

Wells Fargo Home Mortgage
Minneapolis, Minnesota
01.2020 - 01.2022
  • Worked directly with customers after initial approval of their loan
  • Analyzed financial statements including tax returns and bank statements.
  • Educated clients regarding guidelines and adjustments of loan contracts and packages.
  • Contacted credit bureaus, employers and other sources to check applicants' credit and personal references.
  • Prepared closing documents for review by underwriter or manager.
  • The finer details completed the quicker the underwriter could review file
  • Assisted manager with pulling reports, sending out daily contacts and work orders via excel.

Loan Servicing Specialist

Wells Fargo Home Mortgage
Minneapolis, Minnesota
01.2019 - 01.2020
  • Specializing in the processing of a home mortgage loan
  • Using different applications and programs to help complete the work order
  • Working with MSP, GEM, ICMP, EASE systems and applications
  • Also included in daily tasks is bankruptcy work and using all tools necessary to complete different loans
  • Exceptional Microsoft skills, keeping work organized and clearly able to pull up information needed.

Assistant Golf Professional

Windsong Farm Golf Club
Independence, MN
01.2016 - 01.2018
  • Lead all planning and outside operations for 10+ private events a year, while providing detailed top-notch service to all parties involved
  • Assisted in launching the Junior Golf Program consisting of over 50+ junior golfers, ranging from 8-18 and all different sets of skills
  • Proficient computer skills for documenting and recording results, inventory statistics and membership information.

Realtor

Lakes Area Realty
01.2014 - 01.2016
  • Successfully learned and applied all aspects of real estate such as marketing, sales and customer service
  • Plan and meet customer needs and wants from small needs to big dreams of a home both on the buying and selling side
  • Managed 20 rental units, worked with rent rolls to determine market rent price, marketing of the property, renter complaints all while providing the best service possible.

Education

University of Wisconsin Stout
01.2012

Orono High School
01.2010

Skills

  • Exceptional Customer Service
  • Time / Task Management
  • Relationship & Account Management
  • Communication
  • Operational Leadership
  • Team Player
  • Microsoft Applications
  • Territory Sales
  • Sales Closing
  • Customer Retention

References

References available upon request.

Timeline

Business Solutions Specialist - ADT Security
01.2023 - Current
Mortgage Processor - Wells Fargo Home Mortgage
01.2020 - 01.2022
Loan Servicing Specialist - Wells Fargo Home Mortgage
01.2019 - 01.2020
Assistant Golf Professional - Windsong Farm Golf Club
01.2016 - 01.2018
Realtor - Lakes Area Realty
01.2014 - 01.2016
University of Wisconsin Stout - ,
Orono High School - ,

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Zac Roach