Zack Nelson
Frisco,TX
Summary
High-producing sales professional with strengths in client conversion and customer service. I thrive in fast-paced and stressful environments that demand results. I have the ability and instinct to identify clients' needs, which includes helping clients to visualize the benefits of a service and/or product, while at the same time, establishing a good rapport with the customers. I have accomplished all my goals and more at my current position and am actively looking for a new direction in which I can apply the knowledge and skills I have gained.
Overview
6
6
years of professional experience
Work History
Client Advocate
Symple Lending
07.2023 - Current
- Improved clients'' financial situations through comprehensive debt analysis and customized action plans.
- Currently hold company record for most debt enrolled in a day ($500,000).
- Exceeded sales goals and expectations monthly, while also maintaining high conversion and profitability for the company (minimal fall out).
- Have enrolled over $15,000,000 in debt since I started in July.
Sr. Debt Consultant
Americor Funding
03.2023 - 06.2024
- Have been a top producing Debt Consultant since I have started on the phones (over 100 enrollments and 2 million in volume my first 60 days.)
- Evaluated credit reports to uncover problems and develop strategies for consolidating and reducing client debt.
- Responded to client concerns and questions about credit scores and methods to improve their overall financial situation.
- Completed a detailed budget to verify each potential client's ability to repay their customized debt resolution plan.
Sr. Loan Officer
New American Funding
08.2022 - 03.2023
- Have been top 3 in originations (new business) since I started with the company.
- Was among the top funders in the company my first month on the phone.
Executive Sr. Loan Officer
LoanDepot
11.2018 - 08.2022
- Manage a pipeline of over 80 loans, while continuously bringing in new business.
- Analyze applicants' financial status, credit and property evaluations to determine feasibility of granting loans
- Educate customers on a variety of loan products and available credit options to promote valuable decision-making.
- Adhere to federal and state compliance guidelines relative to retail mortgage lending.
- Maximize company profitability with appropriate pricing of new loan originations, fee income and selling of products and services.
- Built a large amount of self-generated referral business, by providing excellent customer service, and maintaining great relationships with clients.
- Received the "Chairman's Elite" award, which is the highest possible achievement you can receive in the company. Qualifying for this places you in the top 50 Loan Officers in the country, throughout the company. (Ranked #37 out of Thousands of Loan Officers)
Jr. Loan Officer
Intelliloan
06.2018 - 11.2018
- Obtained NMLS license (1766481) and pre licensing requirements (20 hour S.A.F.E. course) in just 70 days of employment.
- Top performer in all obtainable Sales Categories.
- Building and maintaining relationships with customers/consumers, while exceeding weekly sales goals.
Education
Bachelor of Science - Criminal Justice
California State University - Fullerton
Fullerton, CA05.2018
Skills
- Working in fast-paced and high-stress environments
- Exceeding sales goals and expectations
- Retaining existing customer relationships that result in referral business, while also building a new customer base
- Managing a pipeline of 80 clients at once while also bringing in new clients
- Funded over $250 million in Production in my first 3 years with loanDepot
- Achieved an Executive ranking (Top 10% in the company) within my first 6 months of employment with loanDepot and maintained status throughout my tenure
- Highly motivated and self-sufficient
- A team player and willing to do what it takes to constantly improve my craft
Timeline
Client Advocate
Symple Lending
07.2023 - Current
Sr. Debt Consultant
Americor Funding
03.2023 - 06.2024
Sr. Loan Officer
New American Funding
08.2022 - 03.2023
Executive Sr. Loan Officer
LoanDepot
11.2018 - 08.2022
Jr. Loan Officer
Intelliloan
06.2018 - 11.2018
Bachelor of Science - Criminal Justice
California State University - Fullerton
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