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Call Center Loan Consultant

Location:
Portland, OR
Posted:
November 08, 2022

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Resume:

BRIAN K. MURPHY ***** Zapata Avenue

San Diego, CA 92126 Contact #: 505-***-****

adte1r@r.postjobfree.com

OBJECTIVE

Secure a position where my creativity, sales, marketing and advertising skills may be utilized, increasing the company’s bottom line with my ability to work independently while contributing to a team collective.

EDUCATION

University of New Mexico Albuquerque, NM

BFA

Cum Laude

PROFESSIONAL EXPERIENCE

7/2019 – Present ForwardLine Financial Remote/ Las Vegas

Loan Consultant

Job Duties

Business loan consultant. Short term funding to Merchants, Construction companies, Real Estate investors, Transportation and Retail establishments.

Responsible for taking inbound calls from said proprietors, making outbound calls to said proprietors and gathering documents, i.e., Copies of Bank statements, Identification and Voided business check. Create Business Case, Business Profile, and Quantify the reason for funding with business owner regarding the expected ROI.

Submit all documentation to Underwriting for review and ultimate offer of financing.

1/2017 – 5/2019 Hammer Corp San Diego, CA

Account Executive

Job Duties

The sale of proprietary software to franchise car dealerships and independent dealers throughout the country. Providing platform overview training, backend dash board development and city select ad/marketing campaigns to enhance overall sales regiment. This was attained by an aggressive cold call campaign, email follow up and an educational on-boarding consultation via Join.me.

2/2016 – 12/2016 TowerPoint Capital San Diego, CA

Account Executive

Job Duties

Responsible for cell site lease acquisitions. Acquisitions were achieved through identification of cell tower owner, cold calling and educating owner on monetizing their current lease and providing a comprehensive lease purchase agreement proposal.

10/2012 – 2/2016 Homes.com San Diego, CA

Account Executive

Job Duties:

A high volume outbound call center prospecting to real estate professionals by identifying prospects and evaluating their position in the RE industry with regards to utilizing our lead-generating software.

ADDITIONAL QUALIFICATIONS

• Microsoft Office Suite proficient; Word, PowerPoint, Excel, Outlook, CRM Software: Salesforce, HubSpot.



Contact this candidate