Client Facing Role

Rate, USD
Not specified
Work schedule
Full Time,
Language skills
English
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About me

Professional experience in multiple financial fields including banking, loan origination, federal loan programs, mortgages, etc. Looking for a client/customer facing role and feel very confident in communicating via phone or video calls, in person, or through email/texts.




Education

2010 - 2014 BS @ Longwood University

Experience

3/23 - Current Intake Specialist @ Singleton Schreiber

• Drive business and sign new clients interested in hiring our firm for representation
• Led campaign to sign other firms in a shared-fees partnership geared towards growing business
out of state
• Instituted and implemented sales techniques for the rest of the intake team to learn and follow

2/22 - 12/22 Mortgage Loan Officer @ JFQ Lending

Solely responsible for new customer sales of original residential refinance and equity mortgage products
•Directly worked with new clients from start to finish, guiding the process and interacting with all intermediaries until loan close
•Handled client financial documents and credit histories, maintaining utmost privacy and legal standards

11/19 - 2/22 Loan Consultant @ GradFin

• Responsible for expanding GradFin’s presence by opening the West Coast office with minimal supervision
• Consulted 40-50 clients and financial advisors weekly regarding the options and best recommendations
for their loans
• Over 70% of clients found success converting loans into applicable federal programs or refinanced and consolidated existing loans with private lenders
• Documented all client interactions and loan progressions through Salesforce; worked directly with development team to streamline internal and external UX


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