Accomplished and results-driven sales professional offers 20+ years of leadership and account management experience as an integral part of fast-paced sales teams. Strategic thinker and proactive problem solver with expertise in consultative selling and territory sales management.
Most of my experience has been in the mortgage and real estate industry both retail and B2B. I do also have 5 years of television advertising experience as well. I managed a local cable television channel sales, administrative and creative team as well.
Established 30+ new accounts in a single year through successful client development.
Earned the Winners Circle Award in 1984-2010
Managed a portfolio of 40 accounts totaling $15 million in sales monthly
Earned President's Club Trip in 1989, 2001,2004 and 2005Increased sales volume by adding over 85 new accounts in the assigned territory.
Created strategies to develop and expand existing customer sales, which resulted in increased sales.
Maintained 15 million dollars in volume monthly in wholesale for 3+ years
At first returning to Wells Fargo I was the Account Representative for all of New York, New Jersey and Washington D.C. Co-op division. I managed all of the co-op loans for the company in regards to pricing, repricing, lock extensions, lock transfers, changed circumstance, tolerance, restructuring, pre-approvals, RESPA, conditions, pipeline review and file quality.
I created 3 daily reports each morning for management, application report, pre-approvals becoming real deals and rate lock extensions.
In January 2013 I moved back to a Home Mortgage Consultant position for Prime Retail in Frederick Md. I originate FHA, VA and conventional purchases, refinances and home equity loans.
Follow from start to close.
Provide excellent customer service.
Worked with the Senior Community originating Reverse Mortgages. Including educating Seniors as I walked them through the process to close.
Revers Mortgage are FHA loans.
The Reverse division closed Nationally in November of 2011 at Wells Fargo Home Mortgage.
Originate FHA, VA and Conventional loans. Most of the loans originated with New Day were VA. However the new licensing laws came into effect at this time nationally and disrupted the ability to close loans.
Managed a team of 40-50 team members.
Handled the appraisal valuations and title orders for 8 - 10 large banking institutions and whole lenders. Fifth Third, USAA, Bank of America, Wells Fargo to name a few.
Hired, trained and retained a team to provide customer service and follow up to the banks regarding their title and appraisal orders. I was hired for this position just after the HVCC law came into effect.
Appraisal and title issues were escalated to me on a daily basis for resolution.
I also provided daily, monthly and quarterly reports on our process and any sales growth I was able to directly obtain through communicating with bank clients.
I wrote a SOP for the company while I was employed.
Originated Prime mortgage loans FHA, VA and Conventional purchase and refinance.
Professionally marketed to Realtors, builders, financial advisers, accountants and circle of influence.
Provided excellent customer service
Maintained excellent time management
Responsible to see the clients loan through to closing.
Wholesale Account Executive- Moved back from California to assist in opening this new company. I managed 30-40 account approximately 250 loan officers. Offering training and excellent customer service to the loan officers to stay up on the latest trends and changes in the mortgage market as they originated mortgage loans. I managed 15-20 million dollars of volume monthly for my clients. Provided excellent and accurate service to close their loans in a professional timely fashion. I was awarded President's Club Award for 2 years. Earned a sales trip to the Bahamas.
I moved to California for personal reasons.
I took a position as a Wholesale Account Executive for Countrywide.
I managed 30 business accounts acquiring prime home mortgage loans through the wholesale channel. Assisted my broker clients who originated the loans through the process to close. I handled 10-15 million dollars in sales volume monthly. I provided excellent customer service.
Originated Home Mortgage Loans for the "MOORE" division of Wells Fargo. These were sub prime and Alt-A loans.
Worked as a retail mortgage consultant originating loans and following them through to close. These loans were with customers that had less than perfect credit and did not qualify for a Prime loan.
I maintained a pipeline of 4+ million dollars and was awarded the President's Club award. I earned a trip to San Francisco for being int he top 25% of all HMC's in the company.
Managed a sales staff of 8 members. Originating personal loans, lines of credit and first mortgages. We worked on the loan files from cradle to grave. Shared product knowledge with customers while making personal recommendations.Maintained friendly and professional customer interactions.Trained in negotiations and time management.Created and directed sales team training and development programs.Monitored customer preferences to determine focus of sales efforts.
Led sales calls with team members to establish sales and customer retention goals.
Our sales team was #2 every year increasing our revenue and meeting our goals for 4 consecutive years.
Worked with local Realtors, mortgage companies, builders and merchants to grow their business by designing the perfect advertising vehicle for their needs.Hired and trained all sales staff as well as administrative support. Worked side by side with the creative team.
Monitored customer preferences to determine focus of sales efforts.Generated monthly and annual sales reports.Created and directed sales team training and development programs.Resolved customer complaints by exchanging merchandise, refunding money and adjusting bills.Maintained friendly and professional customer interactions.Trained in negotiations and time management.
Educated clients on the current real estate market and answered any questions they had.Developed close relationships with area Realtors and promoted builders to boost referral network.Acted as a listing agent for brokers.Coordinated appointments with prospective buyers to showcase homes.
Wrote contract documents, purchase agreements and closing statements.Assisted in developing marketing material for properties.Verified that the legal formalities were completed prior to closing dates.Actively follow-up with prospects and hot leads.Followed up with prospects throughout the sales process.Created and maintained a large client base by meeting needs and providing exceptional customer service.Maintained high referral rates and exceptional feedback from previous clients.Negotiated contracts and coordinate with lenders, attorneys and inspectors.
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