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.
• 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
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
• 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
Cherise Bullock Cassell is a PMP, CSM, and ITIL-certified Information Technology (IT) Professional with 23+ years of IT experience, inclusive of 18+ years of program / project management experience. She has a history of exceeding client expectations and building solid on and offshore teams.
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success.
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success.
Resourceful Engineering Program professional with a strong emphasis on cloud security and integration. Proven experience in building and nurturing stakeholder relationships, leading diverse projects, and driving solutions that exceed client expectations.
I am a dynamic and results-oriented professional with a strong background in project management, client success, and technical analysis. Holding a Bachelor of Arts and Science from the University of Ottawa.
