Experience

LeaderOne Financial

• United States
• Financial Services
• 400 - 500 Employee

• Senior Mortgage Banker

  • Jan 2021 - Present



Quicken Loans

• United States
• Financial Services
• 700 & Above Employee

• Associate Power Banker

  • Dec 2019 - Jan 2021



Progressive Insurance

• United States
• Insurance
• 700 & Above Employee

• CRM / Sales Associate

  • Jun 2016 - Aug 2020

  • Answer 60 to 90 inbound calls per day; consistently exceeding site metrics goals for first call resolution, upselling offers and sales • Assist customers with a variety of insurance needs including; vehicle, driver and policy edits, processing renewals, cancellations, reinstatements and payments • Consultative selling by educating customers on insurance products and services to identify additional needs • Certified for insurance sales in 48 states and cross trained in claims… Show more • Answer 60 to 90 inbound calls per day; consistently exceeding site metrics goals for first call resolution, upselling offers and sales • Assist customers with a variety of insurance needs including; vehicle, driver and policy edits, processing renewals, cancellations, reinstatements and payments • Consultative selling by educating customers on insurance products and services to identify additional needs • Certified for insurance sales in 48 states and cross trained in claims processing Show less • Answer 60 to 90 inbound calls per day; consistently exceeding site metrics goals for first call resolution, upselling offers and sales • Assist customers with a variety of insurance needs including; vehicle, driver and policy edits, processing renewals, cancellations, reinstatements and payments • Consultative selling by educating customers on insurance products and services to identify additional needs • Certified for insurance sales in 48 states and cross trained in claims… Show more • Answer 60 to 90 inbound calls per day; consistently exceeding site metrics goals for first call resolution, upselling offers and sales • Assist customers with a variety of insurance needs including; vehicle, driver and policy edits, processing renewals, cancellations, reinstatements and payments • Consultative selling by educating customers on insurance products and services to identify additional needs • Certified for insurance sales in 48 states and cross trained in claims processing Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Banker

  • May 2015 - May 2016

  • Answered 40+ inbound calls per day with leads generated from pre-qualifications • Proactively converted 70% of inbound leads into FHA, HARP and HUD loan applications for refinancing • Worked closely with processors to close loans; resulting in 20 to 40 loans closing per month • Reviewed credit reports for potential red flags to minimize risk • Knowledgeable of state and government guidelines • Developed and maintained positive relationships with customers and internal… Show more • Answered 40+ inbound calls per day with leads generated from pre-qualifications • Proactively converted 70% of inbound leads into FHA, HARP and HUD loan applications for refinancing • Worked closely with processors to close loans; resulting in 20 to 40 loans closing per month • Reviewed credit reports for potential red flags to minimize risk • Knowledgeable of state and government guidelines • Developed and maintained positive relationships with customers and internal departments SYSTEMS: RCO, VLS, MSP, Zippy, Closr, Agent Desktop, HL Federated, DataVerify, Microsoft Office – Excel, Word, PowerPoint, Outlook Show less • Answered 40+ inbound calls per day with leads generated from pre-qualifications • Proactively converted 70% of inbound leads into FHA, HARP and HUD loan applications for refinancing • Worked closely with processors to close loans; resulting in 20 to 40 loans closing per month • Reviewed credit reports for potential red flags to minimize risk • Knowledgeable of state and government guidelines • Developed and maintained positive relationships with customers and internal… Show more • Answered 40+ inbound calls per day with leads generated from pre-qualifications • Proactively converted 70% of inbound leads into FHA, HARP and HUD loan applications for refinancing • Worked closely with processors to close loans; resulting in 20 to 40 loans closing per month • Reviewed credit reports for potential red flags to minimize risk • Knowledgeable of state and government guidelines • Developed and maintained positive relationships with customers and internal departments SYSTEMS: RCO, VLS, MSP, Zippy, Closr, Agent Desktop, HL Federated, DataVerify, Microsoft Office – Excel, Word, PowerPoint, Outlook Show less



Alliance Residential Company

• United States
• Real Estate
• 700 & Above Employee

• Leasing Agent / Sales Marketing Manager

  • Dec 2013 - May 2015

  • Followed a system for effective follow-up with prospective residents through walk-in, online and telephone leads • Thorough understanding of products, floor plans, competitors and amenities to help identify opportunities to create value for residents and drive more revenue • Initiated marketing ideas and assisted in coordinating resident functions • Accurately accommodated and processed resident requests, payments and leasing documents Accomplishments: Top Sales Associate… Show more • Followed a system for effective follow-up with prospective residents through walk-in, online and telephone leads • Thorough understanding of products, floor plans, competitors and amenities to help identify opportunities to create value for residents and drive more revenue • Initiated marketing ideas and assisted in coordinating resident functions • Accurately accommodated and processed resident requests, payments and leasing documents Accomplishments: Top Sales Associate 2014, A-list call analysis, promoted to Sales Manager within a year, AMA Awarded Property and Staff Show less • Followed a system for effective follow-up with prospective residents through walk-in, online and telephone leads • Thorough understanding of products, floor plans, competitors and amenities to help identify opportunities to create value for residents and drive more revenue • Initiated marketing ideas and assisted in coordinating resident functions • Accurately accommodated and processed resident requests, payments and leasing documents Accomplishments: Top Sales Associate… Show more • Followed a system for effective follow-up with prospective residents through walk-in, online and telephone leads • Thorough understanding of products, floor plans, competitors and amenities to help identify opportunities to create value for residents and drive more revenue • Initiated marketing ideas and assisted in coordinating resident functions • Accurately accommodated and processed resident requests, payments and leasing documents Accomplishments: Top Sales Associate 2014, A-list call analysis, promoted to Sales Manager within a year, AMA Awarded Property and Staff Show less



US Army

• United States
• Armed Forces
• 700 & Above Employee

• Quartermaster / Chemical Equipment Repairer

  • Jan 2007 - Mar 2015

  • Maintain and repair electrical/fuel heater systems, pumps, decontamination systems, protective filter systems • Service internal combustion engine ignition, fuel, cooling and electrical systems • Perform damage assessment and repairs Accomplishments: Operation Enduring Freedom Veteran, National Defense service medal, Army Service Ribbon, Highest Physical Fitness Training Accolade • Maintain and repair electrical/fuel heater systems, pumps, decontamination systems, protective filter systems • Service internal combustion engine ignition, fuel, cooling and electrical systems • Perform damage assessment and repairs Accomplishments: Operation Enduring Freedom Veteran, National Defense service medal, Army Service Ribbon, Highest Physical Fitness Training Accolade