Experience

Golden Oak Lending

• Financial Services
• 1 - 100 Employee

• Mortgage Broker

  • Sep 2013 - Present

  ● Assisted in establishing and driving the Golden Oak brand to #1 in the market after “housing bubble” ●Perennial top 5% sales performer over $25M avg annual sales ●Consistent 5 star customer satisfaction feedback, understanding the client better resulting in additional revenue in excess of $5M Annually ●Fostered an “A-Z” consultative sales approach in which I assisted homeowners with navigating the loan process, from initial inquiry to closing. ●Performed daily market analysis and to determine fair market value vs Prime Rate ●Audited the finances of each client to calculate credit risk, establishing debt to income ratio and ideal rates for both the homeowner and the broker. Show less



VINSON MORTGAGE SERVICES, INC.

• United States
• Banking

• Mortgage Broker

  • May 2010 - Aug 2013

  ●Executed inbound sales strategy exceeding expectations and goals year over year by 10-20% ●#1 return customer rate within the organization, 28% ●Worked to foster a client focused environment over the “boiler room” ●Served as point of contact for customer resolution, deescalating 95% of the time ●Perfected consultative sales process that guides clients through the entire process and attended all meetings personally, to ensure a seamless customer experience ●Executed inbound sales strategy exceeding expectations and goals year over year by 10-20% ●#1 return customer rate within the organization, 28% ●Worked to foster a client focused environment over the “boiler room” ●Served as point of contact for customer resolution, deescalating 95% of the time ●Perfected consultative sales process that guides clients through the entire process and attended all meetings personally, to ensure a seamless customer experience



American Lending Group

• United States
• Real Estate

• Sales Manager

  • Apr 2007 - Apr 2010

  ●Responsible for a sales staff that produced above goal quarter over quarter ●Developed and executed training and sales strategy for entire team ●Function as a Lead sales associate finishing in the top 1% of sales team each year ●Assumed responsibility of all back of house sales to investors ●Built lasting relationships with homeowners that contributed to return business both for myself and the company ●Responsible for a sales staff that produced above goal quarter over quarter ●Developed and executed training and sales strategy for entire team ●Function as a Lead sales associate finishing in the top 1% of sales team each year ●Assumed responsibility of all back of house sales to investors ●Built lasting relationships with homeowners that contributed to return business both for myself and the company