Client Facing Role

Rate, USD
Not specified
Work schedule
Full Time,
Language skills
Available for Hire
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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.


2010 - 2014 BS @ Longwood University


3/23 - Current Intake Specialist @ Singleton Schreiber

β€’ Drive business and sign new clients interested in hiring our firm for representation
β€’ Led campaign to sign other firms in a shared-fees partnership geared towards growing business
out of state
β€’ 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
β€’Directly worked with new clients from start to finish, guiding the process and interacting with all intermediaries until loan close
β€’Handled client financial documents and credit histories, maintaining utmost privacy and legal standards

11/19 - 2/22 Loan Consultant @ GradFin

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

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