Josh Mitchell
Yardley
Summary
Detail-oriented financial services professional with a strong background in customer relationship management and consultative sales. Expertise in identifying client needs, recommending tailored financial solutions, and resolving complex issues. Skilled in handling sensitive information while consistently achieving performance goals. Committed to enhancing client satisfaction and financial success as a Personal Banker.
Overview
15
15
years of professional experience
Work History
Mortgage Loan Officer
Spring EQ
Mount Laurel
02.2024 - Current
- Licensed Mortgage Loan Originator (NMLS #2588663).
- Currently licensed in 15 States: Arizona, California, Colorado, Florida, Georgia, Indiana, New Hampshire, New Jersey, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington.
- Guide customers through the loan application and approval process while delivering exceptional customer service.
- Maintain compliance with federal and state lending regulations while handling confidential financial information while holding an average compliance score of 100% the past 6 months.
- Build rapport with clients and provide solutions tailored to individual financial needs.
- Originated and managed a pipeline of inbound & outbound mortgage leads by leveraging our CRM to track and nurture prospect relationships.
- Collaborated with underwriting and processing teams to ensure timely and accurate loan closings averaging 12 days from initial application to funding.
- Developed and implemented a client follow-up strategy to enhance engagement and streamline the pre-qualification process for prospective borrowers.
Sales Representative
ADT
Langhorne
12.2022 - 02.2024
- Fielded inbound calls while also initiating outbound calls to prospective clients for the largest provider of Home Security in the country.
- Identified and targeted potential clients in the residential sector to promote and sell ADT Security solutions, such as advanced security systems, access control, and video surveillance.
- Maintained a comprehensive understanding of ADT Security solutions and capabilities, and effectively communicated these to potential clients in the residential sector.
- Mentioned in company newsletter for customer satisfaction over 6 months in a row.
- Developed and maintained a strong understanding of the local market, including competitor offerings and pricing, to effectively position ADT Security solutions as the best choice for potential clients in the residential sector.
Manager
Ben Hersh Estate Sales
Berlin
10.2017 - 12.2022
- Facilitated the sale of artwork which brought in over $250,000 at auction.
- Developed and implemented strategies to increase sales and revenue for the estate sales business.
- Facilitated liquidation of clients' personal estates, generating $10,000+ in weekly revenue.
- Managed company website and online sales listings to enhance visibility and promote sales.
- Monitored staff performance and addressed issues.
- Delivered exceptional customer service to clients and potential buyers, fostering satisfaction and encouraging positive reviews and referrals.
- Conducted all research necessary for identification, authentication & pricing.
Guest Service Associate
CID Entertainment
Philadelphia
06.2011 - 08.2017
- Welcomed high volume of guests, enhancing overall customer service experience.
- Guaranteed guest satisfaction and positive experience through genuine, enthusiastic and friendly interactions.
- Resolved customer complaints and issues, ensuring complete satisfaction.
- Arranged special accommodations for guests to enhance visitor experiences.
- Develop and maintain a comprehensive knowledge of the venue, including locations, amenities, and services, in order to provide accurate and helpful information to guests.
- Coordinated with team members and departments to ensure smooth operations and seamless guest service.
Sales Associate
Edward Mitchell Gallery
Philadelphia
01.2014 - 05.2017
- Continually added to an impressive inventory of American and European antiques.
- Advised clients regarding the identity and value of pieces.
- Assisted clients in building collections based on their taste and desires.
- Maintained thorough records of inventory and sold pieces.
- Strived to provide optimal customer service to clients at all times.
- Integral part of store operations until the company closed in 2017.
Education
Liberal Arts Coursework -
Albright College
12-2011
Business Management Coursework -
Temple University
Skills
- Mortgage & Home Equity Lending
- Loan Origination
- Underwriting guidelines
- Financial & Credit Analysis
- Compliance & Regulatory Awareness
- Pipeline Management
- Sales & Negotiation
- Customer Relationship Management
- Salesforce CRM & Microsoft Office Suite
- Customer Service
- Organization
- Handling Confidential Information
Timeline
Mortgage Loan Officer
Spring EQ
02.2024 - Current
Sales Representative
ADT
12.2022 - 02.2024
Manager
Ben Hersh Estate Sales
10.2017 - 12.2022
Sales Associate
Edward Mitchell Gallery
01.2014 - 05.2017
Guest Service Associate
CID Entertainment
06.2011 - 08.2017
Liberal Arts Coursework -
Albright College
Business Management Coursework -
Temple University