Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Zachary Wansor

Rocklin,CA

Summary

Motivated and results-driven sales professional with a proven track record in the mortgage industry, seeking a challenging position in Business-to-Business sales to leverage my expertise in building and maintaining client relationships.

Overview

15
15
years of professional experience

Work History

Elite Mortgage Specialist

Goodleap
07.2020 - Current
  • Motivated and developed employees by creating incentives to encourage employees to excel and maintain low turnover rate.
  • Creatively solved business problems while specializing in organizational development, marketing and production management with track record of meeting revenue and profit goals.
  • Attracted new mortgage loan applications by developing relationships within community.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Supervised loan personnel and motivated to maintain customer service and performance standards.

Senior Mortgage Specialist

Goodleap
02.2018 - 07.2020
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Worked with underwriters to fix application problems and resolve issues.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.

Senior Mortgage Specialist

Paramount Equity Mortgage
06.2016 - 02.2018
  • Developed extensive network of referral partners to source new mortgage loan opportunities.
  • Participated in industry events and conferences to build relationships and gain market intelligence.
  • Developed and implemented marketing campaigns to generate new business opportunities.
  • Monitored portfolio performance and provided clients with periodic updates on loan progress.
  • Developed and maintained relationships with customers, lenders and other third parties.

Store Manager

Verizon Wireless
01.2014 - 06.2016
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Completed point of sale opening and closing procedures.
  • Rotated merchandise and displays to feature new products and promotions.

General Manager

AT&T Wireless
03.2009 - 01.2014
  • Developed and implemented strategies to increase sales and profitability.
  • Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
  • Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
  • Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.

Education

High School Diploma -

Bella Vista High School
Fair Oaks, CA

No Degree -

Sierra College
Rocklin, CA

Skills

  • Financial Analysis
  • Relationship Management
  • Regulatory Compliance
  • Marketing
  • Financial Management
  • Workforce Management
  • Business Development
  • Strategic Planning
  • Performance Management
  • Project Management
  • Business Planning
  • Time Management

Accomplishments

    All Star- Top 10% of Sales for the year: 2020-2022

    President Club: Q1,Q2,Q3-2022

    President Club: Q1,Q2,Q3,Q4-2021

    President Club: Q1,Q2,Q4-2020

    President Club: Q1,Q2,Q3,Q4- 2019






Timeline

Elite Mortgage Specialist

Goodleap
07.2020 - Current

Senior Mortgage Specialist

Goodleap
02.2018 - 07.2020

Senior Mortgage Specialist

Paramount Equity Mortgage
06.2016 - 02.2018

Store Manager

Verizon Wireless
01.2014 - 06.2016

General Manager

AT&T Wireless
03.2009 - 01.2014

High School Diploma -

Bella Vista High School

No Degree -

Sierra College

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Zachary Wansor