Customer Service Sales

Charlene Souza

********@***.***

***** ******** **** ********** *****, California 92648 * Phone 714-***-****

EXPERIENCED PROVEN SALES/ Loan Officer/Retail and SBAL oans

Summary of Qualifications:

Experienced SBA and RETAIL, I have a proven track record of significantly increasing sales

and generating new revenue with outstanding customer relationship management. Results

oriented, with strong sales skills. I am an ambitious and enthusiastic sale professional who

achieves consistent results and develops working relationships with clients and internal team

players, Over 26 years experience selling products in the mortgage industry field.

Despite extensive sales eager to focus on selling products and getting results, Favorite skills

and key strengths include the negotiation and strategy required to close deals while developing

strong personal relationships with customers. Experienced in managing large pipeline

accounts, terri tories and converting prospects to customers. Areas of expertise:

* Sales & M arketing Management *Key Account

M anagement

* New Business Development *Advertising

& Marketing

* Strategic Business Plans *Team Building

L eadership

Core Competencies:

Sales Management :

Ø Responsible for educating potential clients of programs available providing them with

necessary agreements.

Ø Establish new business for the company via inbound and outbound calls.

Ø Provide high quality customer service to achieve new business.

Ø Develop strategy, manage daily sales activities.

Customer Relations:

Ø Promote positive ongoing customer relationship and serve as a problem-solver and

resource to customer.

> Communicate to management and staff on customer service and communications.

Employment History:

Sun West Mo rtgage- Irvine, Ca

2011-2012

L oan officer * Call center. Provide high quality customer service to achieve new business

working outside sales and inside sales, networking with internet leads, Types of loans FHA

streamlines and conventional loans.

W indsor Capital Mortgage- Fountain Valley, Ca

2003 – 2011

SBA and RETA I L - Holding seminars on new programs, face to face scheduled meetings,

maintain pipeline of new clients and internet leads and direct mailer calls average 60 a day out

bound for SBA loans and out in field. .

Washington Mutual-Huntington Beach, Ca

1998-2003

S BA- Collaborated with buyers on choosing the right program for SBA or refinance Take up

calls from clients in coming calls from past clients of Washington Mutual out bound calls

Maintain all records and programs..

Citibank –Irvine Ca

1994 – 1998

Loan officer * Working with clients, cold calling and direct mailers to do streamline refinance,

FHA and conventional loans. Meeting with managers on programs and help establish new

p roducts.

N M LS-2011 States-CA,MD,MASS,NH,WA,NC,

Real estate License- 1985

GoldenWest College 1984

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