Summary
Overview
Work History
Education
Skills
Timeline
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ZACHARY E ALBERTS

Aurora,CO

Summary

Various jobs have taught me how to connect with individuals on many diverse levels. Customer service and care is held to the highest standard in order to maintain satisfaction. Passionate when it comes to helping people and doing the best job possible. Extremely quick to learn new techniques and information that may be required. Calm under pressure and level-headed in challenging situations. Goal-oriented manager with distinguished experience in Mortgage and Service industries with proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.

Overview

13
13
years of professional experience

Work History

Solar Advisor

Apricot Solar
12.2022 - Current
  • Prepared analyses of customer's current and projected electrical usage, demonstrating financial return on investment via new system introduction.
  • Created sales and marketing tools, growing clientele and generating quality sales leads.
  • Mentored new sales team to surpass goals in alignment with brand standards.
  • Proposed commercial sustainability practices and solar lighting installations, reducing energy costs and environmental impact.
  • Discussed solar benefits with customers and drew comparisons with power company rates and drawbacks.
  • Generated solar energy customer leads to develop new accounts.
  • Self-motivated, with strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Organized and detail-oriented with strong work ethic.
  • Produced quotes, proposals and contracts as part of sales process.
  • Gathered information from prospective customers to identify solar energy needs.

Loan Officer

Southwest Funding
12.2022 - 12.2023
  • Established consultant helping borrowers decide on mortgage programs and interest rates that best fits their needs, while providing excellent customer service
  • Responsible for: contacting and following up with leads/borrowers, completing mortgage loan applications/1003, verifying income/employment, completing pre-approvals, speaking with realtors on behalf of borrowers, gathering all necessary/supporting documents for home loans, locking interest rates, ordering appraisals, ordering title work, ordering tax transcripts, pulling flood certifications, following all government compliance guidelines (TRID), and making sure files get to closing.
  • Developed strong relationships with customers through high levels of customer service.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Explained different types of loans pertaining to client situations.

Director of Sales- Purchase Division

American Financing Corp
06.2017 - 05.2022
  • Started as Junior Mortgage Consultant for 3 months before quickly being promoted to Mortgage Consultant. Advanced to Sales Manager just 7 months after that. Within 2 months as Sales Manager, developed bottom producing team into one of top producing teams in both units and gross revenue. This, along with continued increase in production over 2 years as Sales Manager, helped secure final promotion to Director of Sales in March 2020.
  • Director of Sales led five total teams. Four sales teams which included Sales Managers, Team Leads, and Mortgage Consultants. Fifth team was Mortgage Consultant Assistants, which included two additional Team Leads.
  • Hired, supervised and coached 55 to 60 employees on sales strategies to optimize performance.
  • Sales Team generated around $80,000,000 in loan volume per month, 3 to 3.5 million in revenue.
  • Achieved dramatic sales increase by skillfully managing relationships and proactive sales approaches.
  • Developed new compensation structures that helped push production.
  • Developed new policies and procedures to increase efficiency, production, and customer service.
  • Handled performance improvement plans, verbal and written warnings, as well as other HR related issues.
  • Handled escalated calls from customers/realtors to help maintain excellent customer service and resolve issues. Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations.
  • Managed loan pipeline to ensure loans closed on time while minimizing fallout.
  • Led weekly division meetings to cover policy changes, current production numbers, and set goals to continue growth.
  • Led weekly 1 on 1 meetings with Sale Mangers/Team Leads to review current production and coach to grow in both production and team efficiency.
  • Monitored office workflow and administrative processes to keep operations running smoothly.
  • Provided documentation of processes to comply with regulations and company policies.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Coordinated staff sales meetings to discuss developmental strategy, best practices and process improvements.
  • Monitored sales team performance, analyzed sales data and reported information to upper management.
  • Increased profits through providing excellent customer service, following established guidelines and auditing sales reports.
  • Implemented systems and procedures to increase sales.

Mortgage Loan Originator

Bank 34
05.2016 - 05.2017
  • Advocating as consultant to help borrowers decide on mortgage programs and interest rates that best fits their needs, while providing excellent customer service
  • Responsible for: contacting and following up with leads/borrowers, completing mortgage loan applications/1003, verifying income/employment, completing pre-approvals, speaking with realtors on behalf of borrowers, gathering all necessary/supporting documents for home loans, locking interest rates, ordering appraisals, ordering title work, ordering tax transcripts, pulling flood certifications, following all government compliance guidelines (TRID), and making sure files get to closing
  • Additional assistance performed with orienting and training new employees.
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Explained different types of loans pertaining to client situations.

Loan Officer

Southwest Funding
07.2015 - 05.2016
  • Established consultant helping borrowers decide on mortgage programs and interest rates that best fits their needs, while providing excellent customer service
  • Responsible for: contacting and following up with leads/borrowers, completing mortgage loan applications/1003, verifying income/employment, completing pre-approvals, speaking with realtors on behalf of borrowers, gathering all necessary/supporting documents for home loans, locking interest rates, ordering appraisals, ordering title work, ordering tax transcripts, pulling flood certifications, following all government compliance guidelines (TRID), and making sure files get to closing.
  • Developed strong relationships with customers through high levels of customer service.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.

Bartender/Manager

Park Center Lounge
05.2011 - 04.2015
  • Provided excellent customer service, extensive knowledge of menus, took food and drink orders, made drinks for entire restaurant, handled money quickly and accurately to ensure cash drawer was never over or under, and kept bar clean and up to all health code regulations.
  • Managed 10 - 15 employees, performed above tasks, with additional responsibilities such as overseeing employees, ensuring excellent customer service was provided, handled conflict with employees/customers, made sure all money was up to par, and set alarm/locked up restaurant.

Education

High School Diploma -

Belleview Christian High School
Westminster, CO
05.2007

Skills

  • Current licensed loan officer with Colorado, Hawaii, Idaho, Rhode Island and nationally registered with NMLS
  • Proficient at LOS (Point , Mortgage Bot, Byte)
  • Sales Statistics Analysis
  • Operating Procedures and Policies
  • Team Recruiting and Onboarding
  • Customer Complaint Resolution
  • Interdepartmental Collaboration
  • Sales Quota Management
  • Credit History Analysis
  • Consultative Selling Techniques
  • Corrective Actions
  • Salesforce Software

Timeline

Solar Advisor

Apricot Solar
12.2022 - Current

Loan Officer

Southwest Funding
12.2022 - 12.2023

Director of Sales- Purchase Division

American Financing Corp
06.2017 - 05.2022

Mortgage Loan Originator

Bank 34
05.2016 - 05.2017

Loan Officer

Southwest Funding
07.2015 - 05.2016

Bartender/Manager

Park Center Lounge
05.2011 - 04.2015

High School Diploma -

Belleview Christian High School

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ZACHARY E ALBERTS