Home Mortgage Sales Consultant Resume

SUMMARY

me am an accomplished sales professional wif 10 years of full cycle experience in various industries. me also have a proven track record of working independently & consistently exceeding sales goals.

TECHNICAL SKILLS

Superior verbal and written communication PowerPoint presentations skills
Corporate Training
Excellent interpersonal skillsInside and Outside Sales
Analytical thinkerMortgage and Banking Compliance Specialist

PROFESSIONAL EXPERIENCE

Confidential

Home Mortgage Sales Consultant

Responsibilities:

Generating leads, prospecting, and conducting sales meetings wif customers and clients on a daily
basis by driving various sources (e.g., realtors, financial advisors, and CRM to name a few) Ranked
wifin the top 10% of companywide loan funding and sales profit for the month of January, 2017, wif
2.70 million dollars in closed purchase transactions
Consistently ranked wifin the top 10% of regional sales rankings.
Q1, Q2 and Q4 2016 Home Equity Honor Roll Sales Award recipient
Year to date, 95% of returned customer service surveys have received perfect scores.
me have received a client loyalty bonus 10 quarters in a row; these bonuses are given when customer
service survey scores are 10% above the company average.
Branch compliance leader and representative for all internal and external audits
Leveraged professional relationships to develop new business opportunities

Confidential, N.A

Mortgage Customer Service Representative II

Responsibilities:

Supported management wif onboarding, training, pipeline management, compliance wif federal
mortgage laws, and overall branch budget administration including P&L
Communicated timeline expectations and documentation needs to customers
Resolving complex questions and complaints from internal and external customers
Coached staff on communication tactics wif customers regarding organization changes
Drafted a minimum of 25 emails for management weekly
Conveyed noteworthy information about project successes and product updates to customers
Created interactive digital presentations for management

Confidential, N.A

Personal Banker / Equity Specialist

Responsibilities:

Finished Q2 of 2012 ranked third companywide in Loan Volume wif 1.70 million dollars which was
more than triple my quarterly goal
Circle of Stars sales award recipient for 2011's performance. dis award was only given to 15
employees in the region amongst a group of 750 peers
Selected as a Conversion Champion (traveling trainer) to assist in developing branch managers and
bankers from various states that were part of various bank acquisitions
12 - time South Bay Service award winner for consistent exceptional customer service survey scores

Confidential

Account Sales Representative

Responsibilities:

Outside/Inside sales & consultation responsibility for the San Jose Territory
Program Development - Proven record of developing full life-cycle marketing programs leading to
increased revenues and profits
Market experience to train and deliver seminars and executive briefings to prospective customers on
various technology products
Outside Sales - Managed 10-12 accounts on average, the largest being Best Buy
Inside Sales - me was responsible for all San Jose territory market blitzes; in my last quarter the initiative
goal was to capture 1.5% of market share in PC sales - me managed to gain 2.5%
dis increase was attained by numerous cold calls and an average of 5 product demonstrations a day
to store managers and buyers
Drafted post-event evaluations, compiled results and recommended changes for future events.
Assisted in the coordination and execution of trade show booths
Delivered product training at various sales events wif groups ranging from 12 to 200 people

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