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Customer Service Sales

Location:
Phoenix, AZ
Salary:
open
Posted:
April 12, 2021

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Resume:

Sherry E. Meyer

602-***-****

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

Highly effective communication and strong interpersonal skills.

Utilizing Consultative Sales techniques and cross selling.

Analytical skills to understand underwriting guidelines.

Familiar with Real Estate and Title Documents.

Prospecting new business sales daily.

Developing and maintaining relationships.

Identifying and analyzing customer’s needs to ensure Excellent Customer Service.

Ability to perform tasks under time constraint.

Meeting Sales goals and maintaining ranking of top 10% of company sales.

Self-motivated and strong organization skills.

Professional Experience

Contract Assignments/Clerical/ Sales/Customer Service/ 01/2016-06/2020

Reviewing loans for compliance and auditing documentation.

Providing customer service to all parties involved in transaction.

Communicating findings to all depts. and management.

Working with Title companies and REAL Estate AGENTS

Receptionist / clerical

.

First Equity Mortgage 05/2015 – 12/2015

Mortgage Loan Officer

Knowledgeable with Recent Guideline changes.

Working with Families to obtain home ownership and accomplish their Financial Contract Needs.

Providing Excellent Customer Service thru out the loan process.

Working with CPAs, Financial Planners, and Lawyers thru out the Loan process.

Originating FHA, VA, Conventional and Reverse Mortgages.

Mortgage Contracts 10/2014 – 04/2015

Chase Home Equity Loans

Originating/Auditing/Researching

Providing Customer service to Clients.

10/2013 – 07/2014

Mortgage Loan Officer

Originating loans to ensure the guidelines were met with proper documentation.

Providing organizational skills with a high attention to detail.

Communicating with Realtors, Escrow Officers and customers.

Conducting sales seminars within the community.

Prospecting with in community, building relationships and branding the company name.

Providing excellent customer service to all parties involved in transaction.

Mortgage Contracts 02/2012 – 06/2013

Green Tree Financial 01/2013 – 06/2013)

Ameriprise Financial 0/2012– 08/2012)

Wells Fargo 02/2012 – 04/2012)

Auditing/Underwriting

Auditing, prefunding and post-closing for proper documentation, ratios, credit and assets.

Underwriting purchases and refinance conventional loans.

Utilizing credit, income, assets and ratios meet agencies guidelines of FNMA and FHLMC.

Discuss findings with management and resolving any issues.

Wells Fargo 01/2010 – 01/2012

Underwriting/Compliance

Interacting with the clients, loan officers and all staff to ensure excellent customer service.

Underwriting all Conventional Loans for credit, income, asset and Collateral per DU or LP guidelines.

Analyzing all customer’s documentation.

Utilizing organizational skills in fast pace environment and providing excellent customer service

100% customer service satisfaction surveys.

Maintaining a pipeline of approved loans and also loans to be approved.

Communicating with all departments and personnel to ensure closing of loans.

Sterling Capital/RBC Mortgage/First Horizon 05/2002 – 01/2010

Mortgage Consultant/Branch Manager

Focused on building relationships and branding the company name through-out the community.

Prospecting new clients and identifying their needs.

Personal production in the top 10% of the company nationwide.

Manage all staff and new office to profitability in first year.

Excellent customer service skills and sales techniques.

#1 out of 50 offices for customer service.

Achieving President’s Club Awards yearly for sales.

Education:

Central Lakes College/Brainerd, MN/Business Courses

Brained Vo-tec merchandising /point of sale

Scottsdale Community College/Rio Salado, Scottsdale, AZ/Business Courses

Numerous Real Estate and Mortgage Classes and NMLS



Contact this candidate