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Mortgage Consultant Resume Example

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MORTGAGE CONSULTANT
Summary

Seasoned Outside Sales Professional bringing [Number] years' career excellence within [Type] industry. Strong contributor to team goals through sales process support, new business development, customer account growth and speedy closing of all product and service transactions. Highly adept in [Skill] and [Skill]. Professional communicator successful at building positive relationships and rapport with industry professionals, business clients and consumers alike.

High-energy Sales Representative with proven skills in identifying and converting leads. Gifted communicator with strong insight into client desires and sales-closing strategies. Commended for innovative and resourceful approaches for bringing in new clients and meeting [Type] and [Type] objectives. Offering [Number]+ years' experience and desire to take on challenging [Type] position.

High performing sales professional with over [Number] years' experience in [Industry]. Known for contributions of territory growth and for being focused on customer satisfaction. Extensive outside sales experience with proven ability to manage and grow customer relationships to expand customer base. Superior time management and organization skills.

Experience
Company Name - Mortgage ConsultantCity, State06/2016 - Current
  • Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
  • Attended departmental meetings, providing feedback to enhance future performance.
  • Earned reputation for good attendance and hard work.
  • Handled all delegated tasks, including [Task] and [Task].
  • Utilized [Type of Software] to compile data gathered from various sources.
  • Collaborated with others to discuss new [Type] opportunities.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Created agendas and communication materials for team meetings.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Improved customer satisfaction by finding creative solutions to problems.
  • Recognized by management for providing exceptional customer service.
  • Delivered [Product or Service] to customer locations.
  • Developed and maintained relationships with local real estate agents.
  • Complied applications and paperwork and double-checked for accuracy.
  • Approved loans that met specifications.
  • Assisted senior-level credit officers with complex loan applications.
  • Analyzed financial data such as [Type] and [Type] to ascertain clients' home loan qualification.
  • Served as liaison between borrowers and lenders and collaborated with both parties to obtain optimal loans for home purchases.
  • Built business base by word of mouth as result of maintaining positive relationships with former borrowers.
  • Counseled clients on the home purchasing and loan process, as well as on industry topics such as [Topic] and [Topic].
  • Reviewed financial data, including pay stubs and credit history for borrowers to ascertain loan qualification.
  • Clarified all details in regards to the mortgage loan process so that the borrower was well-educated.
  • Communicated closely with various lenders to obtain the most effective loans for customers purchasing homes.
  • Presented and processed client loan documents and ensured comprehension of essential language.
  • Offered assistance and coaching to other mortgage brokers to help develop new business.
Company Name - Sales Account ExecutiveCity, State11/2014 - 06/2020
  • Facilitated smooth service delivery and followed up after sales to offer additional support and capitalize on cross-selling opportunities.
  • Nurtured customer relationships with positive, knowledgeable support for all sales and service needs.
  • Penetrated new accounts and connected closely with decision-makers to close deals.
  • Introduced customers to new offerings and updated accounts.
  • Consulted with long-term, new and prospective customers to understand needs and propose ideal solutions.
  • Demonstrated products at customer locations, answering questions and redirecting objections to close deals.
  • Negotiated and closed deals with minimal oversight.
  • Identified customer needs to deliver relevant product solutions and promotions that met target budgets.
  • Recommended accessories and delivered details regarding latest promotions to increase sales.
  • Answered customers' questions and addressed problems and complaints in person and via phone.
  • Assisted customers during selection process and helped choose perfect products to meet individual needs.
  • Met with store managers to discuss product needs, accomplish sales goals and facilitate sales growth.
  • Reached out to customers to set up appointments, check on satisfaction and suggest additional offerings.
  • Generated sales by prospecting leads, cold calling and negotiating advantageous deals.
Company Name - Outside Sales Account ManagerCity, State11/2012 - 07/2013
  • Achieved client loyalty through quality, productivity, service and proactive management.
  • Developed positive rapport with [Type] clients to increase loyalty and satisfaction.
  • Provided information about new and existing promotions to retailers.
  • Oversaw key accounts to ensure alignment with individual needs.
  • Managed key enterprise account with responsibility for sales, contracts, negotiations and reporting.
  • Established and managed highly successful e-commerce business, selling [Product or Service] online to end consumers (B2C) and corporations (B2B).
  • Planned and followed through with inventory management for each store.
  • Learned customer needs and desires to suggest specific product options.
  • Provided accurate and detailed quotes for customers to maintain customer satisfaction.
  • Demonstrated products and trained customers to use and maintain [Product or Service].
  • Prepared and processed contracts and order forms for new and existing customers.
  • Cold-called over [Number] prospective customers daily with [Number]% success rate.
  • Demonstrated products at customer locations, answering questions and redirecting objections to close deals.
  • Cultivated professional client relationships by asking appropriate questions, identifying needs and providing insightful information regarding products.
  • Assisted customers during selection process and helped choose perfect products to meet individual needs.
  • Capitalized on growth and expanded opportunities by maintaining thorough and current knowledge of all products, competitive offerings and market developments.
  • Ensured effective customer communication to maintain customer satisfaction and loyalty.
  • Searched business directories, cultivated list of leads and [Action] to identify and contact new prospects.
  • Presented professional appearance at all times and assisted with product placement and visual merchandising tasks.
  • Consulted with long-term, new and prospective customers to understand needs and propose ideal solutions.
  • Recommended accessories and delivered details regarding latest promotions to increase sales.
  • Landed [Number] new customer accounts through effective customer service and powerful cold-calling scripts.
  • Networked to build client base and promote products to new and existing clients.
  • Presented clients with estimates to quote pricing, outline terms and include [Type] information.
  • Boosted sales by executing complete sales cycle process from prospecting leads through contract negotiations and close.
  • Generated sales by prospecting leads, cold calling and negotiating advantageous deals.
  • Answered customers' questions and addressed problems and complaints in person and via phone.
  • Introduced customers to new offerings and updated accounts.
  • Identified customer needs to deliver relevant product solutions and promotions that met target budgets.
  • Forecasted sales for different accounts and managed inventory to ensure sufficient products at each site.
  • Worked with [Type] and [Type] teams to assess, update and optimize delivery dates for customers.
  • Negotiated and closed deals with minimal oversight.
Company Name - Outside Sales Account ManagerCity, State05/2010 - 11/2012
  • Explained to clients how specific types of advertising helped promote customer products or services in most effective possible manner.
  • Received advertising proofs from [Type] department and submitted to client for review and approval.
  • Reviewed customers' products, advertising history and business to identify effective advertising solutions.
  • Surpassed quota by [Number]% to generate $[Number] in sales during [Year].
  • Used strong negotiation and persuasion skills to sell advertising products and services.
  • Prepared advertising sales contracts and submitted to clients for sign off.
  • Created sales presentations to promote advertising benefits to potential customers.
  • Participated in corporate sales trainings to improve skills set and learn new selling techniques.
  • Participated in incentive programs and contests designed to support achievement of production goals.
  • Exceeded department expectations for productivity and accuracy levels by [Action].
  • Responded quickly to customer questions and resolved issues using [Technique].
  • Standardized relationship-building expectations by training [Number] employees in business lead generation.
  • Sold print, online, niche publication, newspaper inserts, direct mail and related printed products.
  • Generated more than [Number] leads per week and pursued opportunities to set up appointments and convert prospects into new customers.
  • Utilized upselling techniques to build sales with current clients.
  • Constructed target sales presentations to identify prospects in geographic parameters.
  • Handled highest volume [Type] accounts in assigned territory.
  • Scheduled and attended at least [number] appointments per week.
  • Attended trade shows and sales conferences.
  • Developed and managed and sales lead list by prospecting for new clients through networking groups, referral partners and face-to-face sessions with companies.
  • Scheduled average of [Number] appointments per week.
  • Grew customer base by acquiring new customers and identifying needs to deliver relevant [Product or Service].
  • Created professional sales presentations to creatively communicate product quality and market comparisons.
  • Expanded territory by successfully cold-calling retail leaders and negotiating profitable contracts across [Number] product lines while up-selling additional vendor partnerships.
  • Maximized efficiency by reorganizing territory routes and schedules.
  • Expanded sales by performing comprehensive market research on products and market locations.
  • Supported sales management initiatives to optimize business development.
  • Generated sales by executing complete sales cycle process from prospecting through contract negotiations and close.
  • Planned and organized routes within territory to maximize efficiency and time in [Type] fields.
  • Collaborated with members of other departments to complete sales transactions.
  • Maintained excellent and open communication with company leadership to facilitate business development.
  • Answered customers' questions regarding products, prices and availability.
  • Collaborated with colleagues to exchange selling strategies and marketing information.
  • Executed [number] daily cold calls to top level executives to increase client base.
  • Developed dynamic sales presentations to build urgency with prospects.
  • Demonstrated products to potential customers and answered all questions to deliver knowledge regarding [Type] and [Type] items.
  • Demonstrated products at customer locations, answering questions and redirecting objections to close deals.
  • Identified customer needs to deliver relevant product solutions and promotions that met target budgets.
  • Presented professional appearance at all times and assisted with product placement and visual merchandising tasks.
  • Answered customers' questions and addressed problems and complaints in person and via phone.
  • Landed [Number] new customer accounts through effective customer service and powerful cold-calling scripts.
  • Addressed marketing needs of customers by creating and designing ads that promoted goods and services of advertisers.
  • Improved profitability and developed pipeline leveraging multiple marketing channels and sales strategies.
  • Maintained accuracy for all inventory, sales and customer records over [Timeframe].
  • Implemented consultative sales techniques to generate revenues and exceed sales targets.
  • Introduced customers to new offerings and updated accounts.
  • Cold-called over [Number] prospective customers daily with [Number]% success rate.
  • Negotiated and closed deals with minimal oversight.
  • Generated sales by prospecting leads, cold calling and negotiating advantageous deals.
  • Established and serviced [Number] accounts in assigned territory.
  • Negotiated deals with retailers to increase products' exposure to consumers by gaining prominent display visibility and [Action].
  • Assisted customers during selection process and helped choose perfect products to meet individual needs.
  • Searched business directories, cultivated list of leads and [Action] to identify and contact new prospects.
  • Ensured effective customer communication to maintain customer satisfaction and loyalty.
  • Boosted sales by executing complete sales cycle process from prospecting leads through contract negotiations and close.
  • Capitalized on growth and expanded opportunities by maintaining thorough and current knowledge of all products, competitive offerings and market developments.
  • Exceeded sales goals using consultative sales talents and effectively explaining programs and services to generate interest.
  • Networked to build client base and promote products to new and existing clients.
  • Provided accurate and detailed quotes for customers to maintain customer satisfaction.
  • Implemented professional sales presentations to creatively communicate product quality and market comparisons.
  • Created and implemented store displays, promoting sales and growth.
  • Cross-sold additional products and services to purchasing customers.
  • Learned customer needs and desires to suggest specific product options.
  • Provided customers with recommendations to promote brand effectiveness and product benefits.
  • Prepared and processed contracts and order forms for new and existing customers.
  • Implemented sales plans for classified newspaper advertising by identifying and calling on prospects.
Skills
  • Customer service-focused
  • Debt and credit management
  • Knowledge of VA loan process
  • Problem Resolution
Education and Training
Bachelor of Arts: Criminal JusticeIndiana University BloomingtonCity, State12/2009
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Resume Overview

School Attended

  • Indiana University Bloomington

Job Titles Held:

  • Mortgage Consultant
  • Sales Account Executive
  • Outside Sales Account Manager

Degrees

  • Bachelor of Arts : Criminal Justice

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