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Business Development Client Services

Location:
Cumming, GA, 30041
Posted:
February 01, 2024

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Resume:

JENNIFER STAHL

Cumming, GA 404-***-**** ad3ag9@r.postjobfree.com

Professional Summary

Motivated Underwriter & Sales Professional with extensive experience in managing accounts, delivering sales presentations, networking with potential clients, coordinating client services, and identifying business development opportunities. Substantial experience in generating referrals, negotiating contracts, identifying/resolving quality issues, developing client retention strategies, and prioritizing client service & experience. Demonstrated success in exceeding targets, making challenging decisions, and thriving in a fast-paced work environment.

Skills

• Tracking Processes & Presenting Status Reports

• Account Management & Resource Allocation

• Creating & Delivering Sales Presentations

• Prioritizing Client Service & Experience

• Coordinating Client Services & Programs

• Identifying Quality Issues & Meeting Deadlines

• Networking & Building Relationships with Clients

• Creative & Analytical Problem-Solving

• Identifying Business Development Opportunities

• Assessing & Accommodating Special Needs

• Working Remotely & Independently

• Excellent Verbal & Written Communication

Technical Skills

Microsoft Office Suite, Lotus Notes, Salesforce, Encompass Work History

Conventional Underwriter 08/2020 to 10/2023

Vandyk Mortgage (Remote)

• Verified borrower creditworthiness, analyzed assets, reviewed collateral documentation, and followed regulations.

• Reviewed assigned mortgage loan applications to ensure the applicant was adhering to strict lending guidelines.

• Identified loan conditions, prepared reports on assessment findings, and documented approval/rejection information.

• Gathered underwriting documents along with reviewing credit information, taxes, and financial statements as needed.

• Developed procedures to increase the efficiency of various areas including financial specification reviews and reporting.

• Processed requests/transactional activities in relevant service level agreements in accordance with established policies.

• Maintained communication with the sales team throughout the underwriting period and ensured questions were answered.

• Collaborated with Quality Control and Post Closing teams to ensure loans were cleaned and sold in a timely manner. Inside Sales 05/2014 to 05/2020

SpillTech – Johns Creek, GA

• Served as a liaison between customer service teams and the VP of Sales to ensure sales processes were implemented.

• Provided hands-on frontline sales support in a fast-paced, team-oriented environment to ensure goals were exceeded.

• Managed key account contracts, collected feedback on customer satisfaction, and identified/resolved client issues.

• Oversaw monthly reporting of commissionable sales reports and tracked site metrics to ensure retention of clients.

• Collected feedback from customers to enhance satisfaction and documented any attrition risks to facilitate resolution.

• Analyzed sales performance, forecasted future revenue metrics, and developed strategies to meet established goals.

• Stayed on top of trends/innovation within the industry to help cultivate relationships with prospective new customers.

• Optimized inbound and outbound resources to enhance customer service and generate sales for the organization. Sr. Loan Processor 07/2010 to 04/2014

Amerisave Mortgage Corp. – Remote

• Maintained a pipeline of 50 loans monthly consisting of FHA, VA, Conventional, Streamline, HARP, and Jumbo loans.

• Strategically managed problematic loans from Jr. Processors to revitalize pipelines and ensure timely/efficient closure.

• Responded to inquiries, determined collateral required to secure loans, and transcribed loan application requests.

• Monitored personal pipeline and worked with relationship managers, underwriting, and all pertinent internal partners.

• Consistently ordered documentation related to applications such as employment verification, title, and appraisal reports.

• Requested conditions/loan documents, processed residential files, and provided daily updates to required departments.

• Participated in initiatives to improve the client experience and assisted with improving overall loan processing strategies.

• Served as primary point of contact for internal and external business partners for managing expectations or timelines. Additional Experience

Sr. Loan Processor – Generation Mortgage – 09/2008 to 07/2009 Regional Sales Coordinator – MetLife Resources – 09/2007 to 09/2008 Area Operations Manager – Ameriquest Mortgage Company – 12/2004 to 05/2006 Loan Coordinator – Ameriquest Mortgage Company – 12/2003 to 12/2004 Loan Processor – Amerisave Mortgage Corp. – 06/2003 to 12/2003 Project Coordinator III – Intermedia Communications/MCI Inc. – 11/1999 to 05/2003 Education

Hillsborough Community College

Associate Degree



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