Result-driven sales professional with over ** years experience in sales, banking, fitness, and mortgage industries. Proven success rate in increasing revenue while developing business relationships with existing and potential new clients.
Area of Expertise:
Mortgage Consultant 01/2019- Present
Peoples Bank, Mill Creek, Wa
Mortgage Consultant 05/2018- 12/2018
Bank of America, Issaquah, Wa
Joined Bank of America mortgage team in May
Strong leadership
Sales experience
Management experience
Ranked in the top 5 of all sales metrics
Achieved company sign on bonus first 4 months
Currently at 100% of goal
Mortgage Consultant 07/2015- 05/2018
Wells Fargo, Seattle, WA
Ranked top 20 within western region
Ranked #2 on the Seattle Northgate team stack report
Ranked #1 team metrics
Exceeded yearly bonus of 20K
Offered promotion to acquire new bank branch (currently running two branches)
Ranked #4 in overall purchase business within first year on the Northgate team (15 total)
Mortgage Consultant 05/2012- 06/2015
Chase, Bellevue, WA
Ranked #1 in total applications and fundings, 2014
Funded over 19 million dollars in loans in 2014
Averaged over 2 million dollars in closed loans, 2013-2015
Currently #1 producer year to date in total applications, total funding and total loan volume
Promoted from Kirkland to Bellevue, Chase’s #1 location for overall assets and deposits
Personal Banker 11/2011- 04/2012
Chase, Woodinville WA
Finished 3rd in the district for personal sales first year with company.
Ranked #1 personal banker in the district based on personal sales for 4 months in a row.
Process all new account transactions while assisting customers in their selection of various accounts and financial services.
Cross-selling the Bank's products and services including personal and business banking, mortgages and business loans.
Provide leadership, training and support to New Account Representatives and other branch staff members.
Promote business for the branch by maintaining good customer relations and developing new business opportunities with current clients.
Promoted to Loan officer role after the first year.
General / Sales Manager 02/2008- 06/2011
Gold’s Gym, Kirkland, WA
Achieved 75% of annual new business development revenue goal in a 6-month period within the first year.
Generated over $600K in new membership revenue each year.
Exceeded sales goal consistently on month-to-month bases.
Established systems to make the sales cycle more efficient and effective.
Contributed to the success of the Personal Training department, which resulted in increasing sales by 30% within 30 days.
Liable for team leadership, sales, marketing, and performance tracking.
Conducted weekly training meetings for all sales staff.
General / Sales Manager 06/2005- 02/2008
LA Fitness, Everett, WA
Generated over $1.8 million in revenue in a 3-year period.
Managed staff of 40 employees performing duties such as recruiting interviewing, hiring, training, and scheduling.
Delegated suggestions and duties to team members regarding opportunities for improvement in work-related tasks and processes.
Proven track record of sufficient improvement in productivity, quality customer satisfaction while lowering turnover and maintaining a positive work environment.
Controlled payroll, daily goals, maintenance, sales and marketing.
Prepared daily tasks, training and all material for sales meetings.
Mortgage Consultant / Supervisor 02/2001 - 05/2005
MTM Mortgage, Seattle, WA
Recognized as the # 1 sales person in the district for 3 years brining in over 2 million in revenue.
Originate mortgages for home purchases, refinance, and new home construction.
Analyzed risk potential and made sound lending judgments on mortgage and home equity loans.
Maintained and built relationships with local realtors, contractors, and financial advisors,
Developed relationships with all potential borrowers.
Review and analyze loan transaction packages for preliminary approval or denial in accordance with bank guidelines.
Assemble all required documentation for processing and underwriting on each transaction.
Processed all company loans, overlooked, and approved before sending to lender.
Originate mortgages for home purchases, refinance, and new home construction.
Analyzed customer needs and presented them with the best loan options.
*References available upon request.