ALBERT RAMIREZ 562-***-**** / ad4gud@r.postjobfree.com

Rancho Santa Margarita, CA https://www.linkedin.com/in/albert-ramirez-aa781450/ SENIOR ACCOUNT EXECUTIVE

Focused, detail-oriented Senior Account Executive with 20+ years of proven experience and sales expertise responsible for developing sales strategies by identifying select products or services and utilizing powerful product knowledge and professional selling skills to drive sales. Demonstrates superior abilities to identify high-potential prospective users from leads and outbound prospects. Oversees the full sales cycle from lead to close for businesses by advocating for customers, support existing clients, and providing feedback to product and operation teams to help optimize customer experience. Accomplishes measurable results by collaborating with cross-functional teams to ensure customer confidence and moves multiple customers simultaneously at various stages of the buying cycle through the marketing pipeline, connecting with them, and arranging in-person meetings, emails, or phone calls in dynamic fast-paced environments. Influences without authority, leads by example, provides world class customer service, and always exceeds expectations. CORE STRENGTHS

CONTRACT MANAGEMENT: Effective Communication Product Knowledge Channel Partner Vendor Management CUSTOMER RELATIONSHIPS: Client Relationships Strong Support Response Tracking and Records Management Research STRATEGIC PLANNING: Forecasting/Marketing Trends Prospecting Methodologies Sale Plan Development and Implementation LEADERSHIP : Cross- Functional Relationships Team Building and Mentoring Strong Interpersonal and Organizational Skills PROFESSIONAL OVERVIEW

AMERICAN ADVISOR’S GROUP – Irvine, CA November 2020 – August 2022 SALES COACH / SALES DEVELOPMENT

• Provided Loan Officer Mentorship/Training in one on one or group settings.

• Oversaw sales production monitoring using daily reports.

• Listened to recorded sales calls and provided feedback to Management and Sales Managers.

• Facilitated quality assurance and compliance monitoring.

• Book Club participant (Positive energy and the Servant Mentality forum). PARAMOUNT BANK – Irvine, CA July 2019 – December 2021 LOAN OFFICER

• Initiated loan application through live transferred calls.

• Obtained and reviewed initial loan documents in order to submit a complete package to processing for approval.

• Obtained payoff statements in accordance with underwriting policies.

• Followed up with client to collected additional information if needed.

• Maintain contact with client throughout loan process to provide a high level of customer service. CONSTRUO THE TEAM BUILDERS (GENERAL CONTRACTOR) – Norwalk, CA August 2018 – July 2019 SALES TEAM LEAD

• Bid new projects in accordance with company policies and requirements.

• Provided exceptional customer service and assured deadlines were met.

• Pulled City and or County Permits in accordance with job requirements.

• Served as ADU (Additional Dwelling Unit Specialist) in addition to other duties. PACIFIC UNION FINANCIAL – Costa Mesa, CA August 2017 – July 2018 SALES COORDINATOR

• Maintain monthly sales pipeline.

• Motivate team members to not only meet but exceed monthly production goals.

• Conducted Welcome calls to introduce team members to clients.

• Train new team members on system navigation to insure proper loan processing.

• Internal support for Account Executives and outside lenders to address concerns through the stages of the loan. CALIBER HOME LOANS – Irvine, CA March 2017 – July 2017 CLIENT RELATIONS MANGER

• Responsible for assisting sales team as well as borrowers through loan process.

• Communicate with underwriting to obtain outstanding documentation to complete loan package and move towards closing.

• Focused on customer service to all parties involved.

• Completed all tasks assigned in accordance with company requirements. ALBERT RAMIREZ 562-***-**** / ad4gud@r.postjobfree.com/ Page 2 BANC HOME LOANS (Sold to Caliber Home Loans) – Irvine, CA August 2014 – March 2017 CONSUMER DIRECT SENIOR LOAN OFFICER

• Initiated loan application through live transferred calls.

• Collected initial loan documents and submit full loan package to processing for approval.

• Provided direction to non-qualified applicants and captured future business once credit and or income improved.

• Accessible throughout the entire loan process until closing/funding as to insure stellar customer service. ALFA INVESTMENTS & LOANS – Santa Ana, CA March 2014 – August2014 CALL CENTER TEAM LEAD/LOAN OFFICER

• Provided sound professional loan programs that best suited the applicant current Mortgage needs.

• Oversaw the entire loan process until completion to provide consistent customer service to all parties.

• Provided continuous communication to help facilitate the loan process.

• Emphasized importance of high-quality loan procedures to team and assist colleagues when needed. PACIFIC MERCANTILE BANK – Costa Mesa, CA January 2012 – February 2014 CALL CENTER TEAM LEAD/LOAN OFFICER

• Facilitated strong sales, customer service, and communication skills.

• Maintained extensive knowledge of current mortgage products and guidelines.

• Provided high levels of service with both internal and external customers.

• Enhanced employee performance through mentoring, one-on-one discussions, and training.

• Expanded department from two to eight Loan Officers. VERSA CHANNEL – Newport Beach, CA June 2011 – January 2012 CALL CENTER ASSOCIATE/ MORTGAGE MARKETING

• Answered multiple incoming calls and prescreened loan applicants for possible home loans.

• Transferred applicants to Loan Officer to complete applications. COAST TO COAST BUSINESS EQUIPMENT – Irvine, CA April 2010 – June 2011 CUSTOMER SERVICE/SALES

• Supported and maintained a large customer sales base.

• Provided real time customer office device monitoring that enabled immediate supplies or technician dispatch. US HOMEOWNERS RELIEF - Irvine, CA March 2009 – December 2009 CALL CENTER ASSOCIATE/ MORTGAGE MARKETING

• Provided professional assistance to applicants in regard to the Home Loan Modification process and expedite disclosure packages immediately.

• Met and exceeded weekly company sales goals.

• Gather all needed documents in order to proceed with application process.

• Submitted complete application package to Processing Department in a timely manner. EDUCATION & CERTIFICATIONS

California State University Long Beach CA

KNOWLEDGE, SKILLS, & ABILITIES

Windows OS Microsoft Office Data Trac Point Calyx Data Analysis Sales Methodologies Team Mentorship Bi-Lingual -Spanish/English

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