Katie Daum

VP of Strategic Accounts at First Source Title Agency, Inc
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Contact Information
us****@****om
(386) 825-5501
Location
Cleveland, US

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Experience

    • United States
    • Real Estate
    • 1 - 100 Employee
    • VP of Strategic Accounts
      • May 2023 - Present

      United States

    • United States
    • Financial Services
    • 700 & Above Employee
    • Mortgage Loan Originator
      • May 2023 - Present

    • Vice President Corporate Relations
      • Aug 2018 - May 2023

    • United States
    • Financial Services
    • 700 & Above Employee
    • Executive Mortgage Banker
      • Jan 2008 - May 2010

      Cleveland,Oh & Chicago,IL Mortgage home finance including purchase and refinance loans. Worked directly with the clients to structure the appropriate loan according to their needs, financial situation and available programs. • In-depth working knowledge of Fannie Mae, FHA and VA loan guidelines and underwriting requirements. • Client Relations and Customer Retention: Directly involved in all aspects of the loan process, served as the immediate point of contact for the client from submission through loan… Show more Mortgage home finance including purchase and refinance loans. Worked directly with the clients to structure the appropriate loan according to their needs, financial situation and available programs. • In-depth working knowledge of Fannie Mae, FHA and VA loan guidelines and underwriting requirements. • Client Relations and Customer Retention: Directly involved in all aspects of the loan process, served as the immediate point of contact for the client from submission through loan funding. Maintained annual contact with clients to reassess financial situation. • Conduct business in compliance with all state and federal regulations . Show less

    • RVP
      • Sep 2001 - May 2007

      Greater Los Angeles Area | Chicago | Cleveland Master Financial - Wholesale Account Executive. Company closed in 2007 due to turmoil in the financial markets. People's Choice Home Loans Inc. - Wholesale Account Executive Marketing, sales and promotion of mortgage finance products to mortgage bankers and brokerage firms. Utilized creative sales strategies to counter pricing objections and expand market share despite aggressive competition from industry leaders. Client Relationship Management: • Account retention… Show more Master Financial - Wholesale Account Executive. Company closed in 2007 due to turmoil in the financial markets. People's Choice Home Loans Inc. - Wholesale Account Executive Marketing, sales and promotion of mortgage finance products to mortgage bankers and brokerage firms. Utilized creative sales strategies to counter pricing objections and expand market share despite aggressive competition from industry leaders. Client Relationship Management: • Account retention through follow-up, delivery on promises, excellent attention to detail and unparalleled customer service. • Utilized extensive industry experience, product knowledge and competitors’ weaknesses to elicit the respect, trust and confidence of clients. • Ability to work with a diverse clientele base Market Expansion/Business Development: • Highly adaptive in identifying, capturing, and retaining significant new business opportunities. • Managed a nationwide client base of more than 200 clients. • Instrumental in growing sales territory and increasing monthly loan production. Show less

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