Sales Coach and Loan Officer with a strong track record of delivering home ownership solutions. Focused on developing junior loan officers through tailored coaching and effective sales techniques, fostering talent aligned with business objectives.
Overview
10
10
years of professional experience
Work History
Sr. Loan Officer and Sales Coach
Mortgage Network Solutions
Wilmington
10.2022 - Current
Conducted one-on-one coaching sessions on effective sales techniques to enhance individual performance.
Served as a resource for junior loan officers, fostering talent development aligned with business objectives.
Delivered tailored home ownership solutions that increased client satisfaction and engagement.
Established referral networks by collaborating with local financial planners, home builders, and real estate professionals.
Mortgage Loan Officer
Cross Country Mortgage
Conshohocken
07.2020 - 10.2022
Educated clients on relevant financial products and market trends influencing mortgage options.
Analyzed financial data from clients, including income, assets, and liabilities, to assess loan eligibility and suitability.
Conducted interviews with prospective clients to gather information regarding loan applications.
Collaborated with real estate agents to ensure timely and efficient transactions for clients.
Default Loan Manager
PHH Mortgage
Mt. Laurel
02.2016 - 07.2018
Negotiated payment plans with customers in order to bring overdue balances current.
Coached team members on phone etiquette and dispute resolution, improving overall customer satisfaction.
Maintained accurate records of customer interactions, ensuring thorough documentation of account disputes and irregularities.
Evaluated staff performance against metrics, identifying areas for improvement to enhance team effectiveness.
Regional VP of Sales/SR. Loan Officer at USA Lending.Ai powered by Texana BankRegional VP of Sales/SR. Loan Officer at USA Lending.Ai powered by Texana Bank