Sales Microsoft Office

WILLIAM BRANCH

**** ********** ** *********, ** *1017

*************@***.*** 859-***-**** C

SALES & TRAINING PROFILE

Strategic Planning Training & Presentations Fiscal Management

High Level Sales Production

Self-driven, creative, and highly experienced professional with a solid record of achievement in sales and business productivity culminated with proven success in staff training and development to facilitate high level outcomes. Astute leader, capable manager of operations, sales planning, profit and loss, and human resource functions. Lead and motivate teams to achieve top-notch results and generate customer confidence. Offer exemplary work ethic, with focus on continual professional advancement to achieve win-win outcomes.

CORE COMPETENCIES

Innovative Leadership

Client Relationships

High Level Sales

Service / Product Marketing

Procedural Development

Product / Training Presentations

P&L Management

Strategic Negotiations

Coaching & Development

PROFESSIONAL EXPERIENCE

US BANK – Cincinnati, OH/Northern Kentucky 7/2015-Present Retail Mortgage Loan Originator

Accountable for achieving a high level of sales while being a presence in a retail branch environment. Develop and preserve relationships with realtors and other industry professionals while maintaining availability for Branch partners and customer base. Also involved in a project improvement group to streamline a more productive sales process.

Key Achievements:

Became a top producer on my first full month of production

Developed and nurtured an expansive outside referral base Homebridge Financial Services – Cincinnati, OH 3/2015-7/15 Mortgage Loan Originator

Licensed in Ohio, Kentucky, Indiana, Michigan, and Colorado. Accountable for achieving consistent sales volume while promoting a new company and a new brand in my current market. Present loan packages to customers and negotiate terms with other departments and third party lenders. Develop outside relationships with realtors and other industry professionals to expand referral base. Network with several different organizations to build a brand and further expand connections. Schaeffer's Investment Research – Cincinnati, OH 10/2014-3/2015 Account Executive

Accountable for achieving consistent sales volume through persuasive customer communications, inside sales, and developing creative marketing campaigns. Present financing packages to customers, negotiate terms, and close the sale. Maintain contact with customers while cultivating a select grouping of leads to always have a sale when additional production is needed. Key Achievements:

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WILLIAM BRANCH Page 2

Consistent production every month in only a short time on the sales team.

Systematically maintain a high level of activity and production in an extremely competitive sales environment

Competently operated multiple computer systems on a daily basis including several different web based lead systems, Microsoft Office, and Microsoft Dynamics. CHASE – Cincinnati, OH/Northern Kentucky 10/2012-10/2014 Mortgage Banker

Accountable for achieving consistent sales volume through persuasive customer communications, loan sales, and negotiations with underwriters. Present loan packages to customers and negotiate terms with other departments. Develop outside relationships with realtors and other industry professionals to expand referral base. Maintain detailed records for compliance requirements while maintaining a high level of production.

Key Achievements:

Top Chase Mortgage Banker for Cincinnati/Northern Kentucky in 2013.

Consistently maintained a high level of success within a volatile market.

Played an instrumental part in a process improvement group that resulted in 2 major reforms to the loan submission process

Competently operated multiple computer systems on a daily basis including several different web based lead systems, Microsoft Office, 2 separate loan origination programs, and several other file management systems

FIFTH THIRD BANK – Cincinnati, OH/Northern Kentucky 1/2009-10/2012 Retail Mortgage Loan Originator

Accountable for achieving a high level of sales while being a presence in a retail branch environment. Develop and preserve relationships with realtors and other industry professionals while maintaining availability for Branch partners and customer base. Conducted monthly presentations on market productivity for the entire region.

Key Achievements:

Consistent Million Dollar monthly producer during an extremely volatile market

Developed and nurtured an expansive outside referral base.

Produced record level volume for 3 different retail branch locations US BANK – Cincinnati, OH 3/2007-12/2008

Mortgage Loan Officer

Accountable for achieving consistent sales volume through persuasive customer communications, loan sales, and negotiations with underwriters. Present loan packages to customers and negotiate terms with other departments. Develop relationships and expand business referrals. Maintain detailed records for compliance requirements.

Key Achievements:

Pioneered a new vibrant sales group with co-workers to successfully bolster sales results.

Exceeded sales targets by 35%.

Enhanced methodology for soliciting existing customers within established portfolios. HOME FUNDS DIRECT – Cincinnati, OH 6/2006-01/2007

Branch Manager

Responsible for achieving optimum branch productivity, managing sales goals, sales strategies, and profit and loss. Managed a multi-functional team of eight; performance managed and motivated sales professionals; engaged consumer and selling loans, hired and trained new employees. Presented loan packages to underwriters and obtained sign off. Led daily training modules including formal and informal training sessions.

Key Achievements:

Attained consistent records for Branch profit and volume, skillfully managing monthly budget to maximize profitability.

AMERIQUEST MORTGAGE COMPANY – Cincinnati, OH 08/2004-05/2006 Account Executive/Branch Manager

Drove sales and profitability for branch operations with oversight of 11 staff. Prospected customers, and led clients through loan process. Negotiated pricing and offered incentives with vendors. Tracked and reported applications and branch revenues. Led human resource activities to including hiring, training, and orientation.

Key Achievements:

Led and inspired a team of 11, holding daily training sessions.

Maintained consistent record of sales accomplishment and qualified for every sales incentive. EDUCATION

Bachelor of Science Degree, Political Science / Sociology Butler University – Indianapolis, IN

Technology Skills:

Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); Lotus Notes, Empower, Calyx Point, Company Specific Applications; Windows OS

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