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Customer Service Business Development

Location:
Minneapolis, MN
Posted:
November 13, 2023

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Resume:

Chadwick G Breunig

***** **** ***** ***

Apple Valley, MN 55124

612-***-**** ad03mj@r.postjobfree.com

Professional Summary

Highly motivated, experienced sales producer, developer and manager. Excellent communication, analytical and organizational skills. Proven success in management, business development, operations and customer service. Experience

Mortgage Consultant

Trustone Financial

01/05/2020 to Present

Description: Originate Home Purchase and Refinance Applications, explain all available loan programs and determine the most financial sound product for the Applicant, collect all necessary documentation for approval, and manage the loan process though Underwriting, Processing, and Closing. Branch Manager

Trustone Financial

09/24/2018 to 01/04/2020

Description: Manage all Branch activities including hiring, training, customer service. Meet all monthly sales and service goals while staying in compliance will all banking and credit union regulations. Loan Administration Manager 2

Wells Fargo Bank

01/01/2016 to 09/15/2018

Description: Manage a team of 10-15 mortgage processors to effectively communicate with multiple parties, organize loan files, and manage loan pipelines in order to complete customer loan requests in a timely and accurate manner. Responsible for making hiring decisions, facilitate meetings, meet and exceed company expectations, handle escalated loan issues, and communicate with senior leadership on success’s and opportunities within our loan process. Phone Bank Sales Supervisor

Wells Fargo Bank

02/15/2013 to 01/01/2016

Description: Supervise a team of 15-17 consumer sales representatives, responsible for banker development while coaching to team success. Continually work team’s lending pipeline and ensuring accuracy of loan applications. Perform Daily QA audits and coach to compliance in NICE systems. Hold 3 supervisor coaching calls monthly with each banker coaching to sales success, KDM, and increasing proxy per call. Manage daily call queue and coach to call management. Interviewing and hiring of possible candidates. Hold monthly 1 on 1s with each employee, holding bankers accountable for all sales numbers and MPP metrics. Career development, time tracker approvals; manage all HR issues for team, time management and the ability to work under pressure and deadlines. Phone Bank Service Supervisor

Wells Fargo Bank

5/08/2011 to 02/15/2013

Description:

Responsible for the day-to-day supervision of staff that receive incoming calls and provide basic customer service with the objective of extending contact to sell new or additional products and services. Duties included: resolving routine and some escalated problems; communicating information either verbally or in writing to customers, other departments, and/or senior management; training and coaching staff; writing and conducting performance evaluations; assisting in employment decisions and setting performance standards; suggesting methods to improve customer satisfaction and working on special projects as assigned. Phone Bank Team Lead

Wells Fargo Bank

3/10/2010 to 05/08/2011

Description:

Coached a team of up to 20 bankers in the areas of sales, quality, and productivity, through side-by-side and service observing while offering high impact feedback and following post call review. Responded to complex and escalated customer concerns. Provided feedback and support to bankers with banking processes and procedures and sales opportunities. Assisted the team supervisor with daily workflow and productivity management for Phone Bankers. Supported the team supervisor in her absence.

Education

University of Wisconsin Milwaukee

Milwaukee, Wisconsin 1997-2001 Major- Business Management



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