Mortgage Broker

• Mar 2023 - Present

My passion for real estate and finance has driven me to become an expert in the mortgage field, and I'm committed to providing personalized service and tailored solutions to meet each client's unique needs. Whether you're a first-time homebuyer or a seasoned investor, I'm here to guide you through the mortgage process, answer any questions you may have, and make sure you feel confident and comfortable every step of the way. Let's work together to find the perfect mortgage solution for you! My passion for real estate and finance has driven me to become an expert in the mortgage field, and I'm committed to providing personalized service and tailored solutions to meet each client's unique needs. Whether you're a first-time homebuyer or a seasoned investor, I'm here to guide you through the mortgage process, answer any questions you may have, and make sure you feel confident and comfortable every step of the way. Let's work together to find the perfect mortgage solution for you!

Mortgage Loan Originator

• May 2021 - Mar 2023

Mortgage Loan Officer

• Jun 2019 - Apr 2021

Mortgage Loan Officer

• Feb 2019 - Jun 2019

Home Lending Advisor

• Oct 2018 - Feb 2019

Proactively converting inbound and outbound leads into mortgage loan applications. Consultative selling of first mortgages (Purchases, Refinance and Home Equity Loans in a telephone environment). Recommend optimum product / rate program combinations to prospects. Accurately source all business, log all contacts with prospects. Ensure compliance with applicable statutes and procedures. Provide feedback on lead quality. Meet required sales performance for pre-established funded loan volume goal. Proactively converting inbound and outbound leads into mortgage loan applications. Consultative selling of first mortgages (Purchases, Refinance and Home Equity Loans in a telephone environment). Recommend optimum product / rate program combinations to prospects. Accurately source all business, log all contacts with prospects. Ensure compliance with applicable statutes and procedures. Provide feedback on lead quality. Meet required sales performance for pre-established funded loan volume goal.

National Sales Agent

• Aug 2015 - Oct 2018

Utilize knowledge and training to sell property / casualty and life insurance business via direct telephone contact with potential customers. Counsel individuals on insurance needs and product availability. Provide quotes, determine eligibility, and bind coverage after obtaining underwriting data. Close sales through outbound calls. Ensure customers receive the personal line coverage needed. Coach and offer feedback in the training classroom. Trained and facilitated training for new and existing employees, classroom and side by side, coached after via review of recorded call. Mentor team members.  Improved quoting time by 50% by influencing a changing in call flow.  Changed the quality assurance scoring model to align with the sales environment. Show less

Sales Consultant

• Oct 2013 - Aug 2015

Boosted sales by selling new and used Volkswagen vehicles. Delivered customer service and support both pre- and post-sale. Generated leads and acquired new customers. Oversaw inventory and dealer trades. Obtained a Regional Sales Achievement Award; consistently ranked in the top for sales throughout the region. Boosted sales by selling new and used Volkswagen vehicles. Delivered customer service and support both pre- and post-sale. Generated leads and acquired new customers. Oversaw inventory and dealer trades. Obtained a Regional Sales Achievement Award; consistently ranked in the top for sales throughout the region.

Broadband Technician

• Jul 2010 - Sep 2013

Broadband installation and troubleshooting, telephony, video Broadband installation and troubleshooting, telephony, video

Sales Manager / IT Manager

• Jul 2006 - Jul 2010

Consulted with customers both via phone and on location. Performed on site visits to determine the customers’ needs and boost overall satisfaction. Scheduled periodic visits to review data and determine future involvement. Produced proposals, sales reports, and customer correspondence. Filed, copied, faxed, and prepared spreadsheets for customers. Implemented knowledge of Microsoft Office Suite to generate reports and invoices for customers. Managed and maintained a computer network, servers, database, and email server. Reduced outstanding receivables by following up with customers on outstanding invoices. Installed new computers and deployed servers into the network; deployed and populated a new Laboratory Information Management System (LIMS) database program aimed at tracking and maintaining lab records and billing. Exercised creativity and ingenuity to design and maintain the company website. Utilized Crystal Reports for editing billing invoices and other LIMS tasks. Improved system usage within the organization by attending multiple seminars on the various systems used. Show less