Experience

Bankroll

• United States
• Financial Services
• 1 - 100 Employee

• Loan Specialist

  • Apr 2021 - Present



LoanSnap

• United States
• Financial Services
• 1 - 100 Employee

• Sales Development Representative

  • Jan 2021 - Apr 2021

  Generated 150 leads per month Memorized script and made it my own, while still hitting key script questions. Handled numerous objections with rebuttals and sales tactics. SAFE course certified Screened borrowers and transferred to LLO Took inbound/outbound calls Exceeded 30% conversion rate Generated 150 leads per month Memorized script and made it my own, while still hitting key script questions. Handled numerous objections with rebuttals and sales tactics. SAFE course certified Screened borrowers and transferred to LLO Took inbound/outbound calls Exceeded 30% conversion rate



New American Funding

• United States
• Financial Services
• 700 & Above Employee

• Customer Service Representative

  • Dec 2019 - Jan 2021

  Scheduled meetings and appointments and maintained well-organized master calendar. Assisted with timely loan closing and funding activities with efficient management of task checklists. Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork. Worked with Loan Officer to create application profile in system and review key information at various stages within process. Compiled sales leads and managed contacts with Banker View and Interaction Desktop Transferred 30% of callers to Loan Specialist Took on average of 150 outbound calls a day Very knowledgeable about mortgage industry (purchases & refinances) Show less