Renewal Specialist

I guide customers through the final stages of the loan lifecycle using a consultative approach that builds trust, clarifies terms, and supports successful transaction completion. I review loan documentation against system data to ensure accuracy, compliance, and funding readiness.

I maintain CRM records and pipeline milestones, communicate consistently with clients and third parties, and collaborate with title companies, escrow agents, and internal teams to resolve discrepancies. I proactively address funding delays, post-closing corrections, objections, and customer concerns to preserve satisfaction and reduce fallout risk.

I conducted high-volume inbound and outbound communications with prospective borrowers, using a consultative sales approach to explain loan options and identify solutions aligned with customer needs and eligibility.

I managed a pipeline of active loan applications, maintained consistent follow-up, and provided clear explanations of loan structures to support informed customer decisions. I also partnered with internal teams to streamline processes and improve the overall customer experience.

I advised clients on lending options through detailed consultations that aligned financial goals with appropriate loan solutions. I managed prospective and active borrower pipelines, maintained ongoing communication, and supported application progression.

I evaluated borrower documentation and financial data, communicated requirements and next steps, and explained loan risks, benefits, and structures clearly. I also developed long-term relationships with clients, realtors, and partners to generate repeat business and referrals.

I worked directly with customers to understand their needs and recommend tailored product solutions that supported sales and customer satisfaction. I delivered consultative sales presentations and educated customers on product features and benefits.

I created customized design plans based on customer budgets and expectations, coordinated inventory and orders, and communicated with vendors to fulfill special requests and ensure timely delivery.

I served as a Design Consultant, supporting customers with product recommendations and solutions tailored to their needs.

I applied consultative customer service and sales skills to help customers make purchasing decisions.

I worked as an Inside Telecom Sales Representative, engaging customers through inside sales communications.

I supported sales activity through customer needs assessment, product discussions, and relationship-focused communication.

I worked as a Sales Representative, assisting customers through the sales process and supporting purchasing decisions.

I developed foundational sales, communication, customer service, and relationship-building experience.

Bachelor of Science in Business Administration completed at Texas A&M University in College Station, Texas.

Associate of Science in Business Administration completed at Blinn College in Brenham, Texas.