Zack Schwartz
Summary
Dynamic results driven team player that has proven that they are capable in different financial fields. Known for going above and beyond in regards to customer service and completing tasks in a timely manner. Adept at different communication styles so as best to adapt to any situation leading to top results on any project. Will outwork anyone while creating an office culture that makes all feel welcome and excited to come to work everyday.
Overview
9
9
years of professional experience
Work History
Senior Mortgage Loan Officer
Veterans United Home Loans
06.2020 - 05.2024
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Carried a self originated loan closing percentage of 16.8% which was in the top 5% of the company of 500+ loan officers. Successfully completed this through origination calls and building client rapport to convert leads into loan opportunities while effectively managing a pipeline and CRM.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Developed different strategies based on clients unique financial situation from choosing a loan product all the way to closing while setting proper expectations through closing.
Automotive Sales Professional
Suntrup Volkswagen
08.2018 - 05.2020
- Conducted thorough market research to stay informed on industry trends and competitor offerings.
- Attended industry conferences and training events, continually refining skills and broadening knowledge base.
- Developed CRM strategies to create new opportunities to find clients and possible sales.
- Developed continuing business relationships with a variety of different clients while maintaining perfect customer service scores.
Management Assistant
Enterprise Holdings
08.2016 - 07.2018
- Leveraged strong organizational skills to maintain accurate records, streamline office procedures, and create a more efficient work environment for team members.
- Created new business strategies and maintained old relationships with different mechanics, insurance companies, and local business fleets in the area.
- Learned proper sales techniques as well as how to manage a fleet of vehicles and operate a successful branch location.
- Mentored and help foster growth with up and coming employees to eventually have them promote a staff of their own.
Office Assistant and Reader
University Of Missouri-Disability Center
01.2015 - 05.2016
- Managed a team of 40 proctors and assisted over 1600 students with scheduling and administration of examinations.
- Maintain confidentiality and respect for all students registered through the office by analyzing and anticipating different academic needs.
- Tailored different communications to students based on their specific needs with regards to their disabilities.
- Provided one on one academic support for visually impaired students and help them achieve their academic goals in a timely manner.
Education
Bachelor of Arts - Mass Media Communications
University of Missouri
Columbia, MO12.2016
Bachelor of Arts - English
University of Missouri
Columbia, MO05.2016
Skills
- Communication and Interpersonal Abilities
- Customer Service and Retention
- Sales Management and Negotiations
- Cross-Functional Team Collaboration
- Incident and Problem Management
- Employee leadership and development
- MS Office Suite (Excel, PowerPoint, Word, Outlook)
- CRM Platform management
Timeline
Senior Mortgage Loan Officer
Veterans United Home Loans
06.2020 - 05.2024
Automotive Sales Professional
Suntrup Volkswagen
08.2018 - 05.2020
Management Assistant
Enterprise Holdings
08.2016 - 07.2018
Office Assistant and Reader
University Of Missouri-Disability Center
01.2015 - 05.2016
Bachelor of Arts - Mass Media Communications
University of Missouri
Bachelor of Arts - English
University of Missouri
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