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Account Executive/Loan Officer

Round Rock, TX, 78665
December 19, 2021

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Robert Gayle

Enthusiastic sales professional with a focus on providing a world class

customer experience through a systematic sales flow. Skilled in coaching and mentoring team members by sharing proven best practices. Austin, TX 78704



UpEquity, Austin — Loan O cer

April 2020 - PRESENT

Managed a loan pipeline that totaled to ~$12M in financing in 2021. Develop and maintain relationships with 50+ real estate agents to establish and retain business.

Demonstrate the highest level of professionalism and customer service towards all customers.

Cardinal Financial, Austin — Loan O cer

August 2020 - April 2021

Met with applicants to obtain information for loan applications and to answer questions about the process.

Analyze credit history, assets and financial status to determine feasibility of granting loans.

Analyzed potential loan markets to develop prospects for new loans. Legalzoom, Austin — Account Executive

April 2015 - Apri 2021

Worked closely with existing clients to uncover potential areas of service expansion.

Uncover obstacles to present meaningful solutions to fit the clients' needs.

Develop and maintain a sales pipeline report for forecasting purposes. Legalzoom, Austin — Team Lead

August 2012 - April 2015

Coach agents to e ectively identify client needs in an e ort to shorten their sales cycle.

Track coaching results on a daily, weekly and monthly basis. Participate in weekly/monthly stand-ups with leadership to present metrics, areas of opportunities and celebrations for the week/month. SKILLS

Funnel Clarity Sales Training

Gri n Hill Sales Training

Talk Like Ted Award


Full Sail University,


Hillsborough Community,


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