Logan Ray
Client Service Specialist at Hall Financial- Claim this Profile
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Bio
Experience
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Hall Financial
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United States
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Financial Services
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1 - 100 Employee
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Client Service Specialist
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Nov 2023 - Present
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United Wholesale Mortgage
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United States
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Financial Services
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700 & Above Employee
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Mortgage Underwriter
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Mar 2023 - Oct 2023
Providing elite service to internal and external clients while communicating with clients on loan conditions and statuses via phone or video message. Learning investor guidelines, lending policies, and the required documentation, policy and procedures of UWM Applying knowledge and judgment to detailed loan analyses to offer effective underwriting alternatives to clients Developing strong computer skills, including Internet knowledge, managing multiple priorities while building rapport… Show more Providing elite service to internal and external clients while communicating with clients on loan conditions and statuses via phone or video message. Learning investor guidelines, lending policies, and the required documentation, policy and procedures of UWM Applying knowledge and judgment to detailed loan analyses to offer effective underwriting alternatives to clients Developing strong computer skills, including Internet knowledge, managing multiple priorities while building rapport with clients Show less
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Rocket Mortgage
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United States
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Financial Services
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700 & Above Employee
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Senior Mortgage Loan Officer
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Nov 2020 - Oct 2022
Detroit, Michigan, United States Proven track record generating organic referrals, that result in closings with 2 years of experience in mortgage loan origination. Active NMLS 2071632 and multiple state licenses Build and maintain relationships with real estate agents, investment advisors, accountants, other professionals, friends, family and closed clients to market the Rocket brand and help homebuyers or homeowners obtain real estate financing that meets their personal and financial goals. Leverage established… Show more Proven track record generating organic referrals, that result in closings with 2 years of experience in mortgage loan origination. Active NMLS 2071632 and multiple state licenses Build and maintain relationships with real estate agents, investment advisors, accountants, other professionals, friends, family and closed clients to market the Rocket brand and help homebuyers or homeowners obtain real estate financing that meets their personal and financial goals. Leverage established relationships to develop and maintain a book of business that drives referral volume and revenue. Advise and educate clients on the home-buying or refinance process and how to better manage their mortgage Consult with clients and analyze their financial situations to determine the appropriate loan product to achieve their goals. Evaluate client financial status and documents including their credit, employment, income, assets and property to ensure they qualify for financing Assist clients through the loan process from application to closing including resolving any client concerns Show less
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Sprint
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United States
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Telecommunications
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700 & Above Employee
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Lead Sales Representative
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Jun 2012 - Dec 2015
Portage, MI Developed customized sales techniques to successfully sell and sell services to new and existing clients. Generated new business through direct networking and cold calling. Reviewed clients’ account and results regularly to determine changes in device swaps or update data package. Resolved issues with delinquent accounts and help client bring accounts current.
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Education
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Western Michigan University - Haworth College of Business
Advertising and Marketing, Business Administration, Management and Operations -
Kalamazoo Valley Community College
Associate's degree, Business