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Customer Service Mortgage Consultant

Location:
Indianapolis, IN
Posted:
December 05, 2022

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Resume:

Brad Jones

317-***-**** adtvgb@r.postjobfree.com

Proven Leadership Operations Oversight Marketing Professional Relationship Management Communications Sales Leadership Client Relation Strategies Accomplished, motivated, and bold leader with experience and education in marketing, operational leadership, strategic planning, critical thinking, innovative solutions, and multifaceted collaboration in fast paced environments. Expert at defining vision, developing strategies, and driving continuous improvement. Career track includes contribution to high-performance work cultures with a demonstrated ability to partner throughout all levels of the organization.

Joint Ventures

Collaborative Team Building

Project Management

Relationship Management

Strategic Vision

Territory Management

Training / Mentoring

Critical Thinking

Creative Problem Solving

Team Leadership

Growth Mindset

Sales Forecasting

PROFESSIONAL EXPERIENCE

DRIVETIME AUTO Greenwood, IN

General Manager 2022

Oversaw comprehensive day to day and routine operations, including financial oversight, marketing, and customer service.

Managed a talented and diverse staff, including delegating workload, training, and personnel evaluations.

Planned and organized all scheduling for shifts as needed to streamline operations.

Controlled inventory ordered supplies as needed and managed confidential documents.

Collaborated with a high performing team to drive consistent communications. ALLSTATE INSURANCE Greenwood, IN

Owner / Manager 2019 - 2022

Built and sustained a profitable business, including all marketing operations, sales, and financial oversight.

Drove all strategic vision, planning, and organizational effectiveness to streamline operations.

Collaborated with a talented and diverse team to maintain consistent communications.

Utilized proven and demonstrated knowledge of the field to drive business growth and troubleshoot issues and concerns.

Managed all sales operational policies and processes to generate positive revenue. CMG MORTGAGE Indianapolis, IN

Renovation Sales Manager 2017 - 2019

Provided world class customer and client service in a professional and courteous manner.

Secured and serviced home renovation loans, including gathering documentation, data analysis, and financial risk.

Complied and adhered to all regulatory guidelines and requirements as needed per state, federal and bank policy.

Collaborated with a talented and high functioning team to drive sales operations and business growth. FIRST NATIONAL FINANCIAL CENTER Indianapolis, IN Branch Manager 2016 -2017

Directed all daily and routine operations, including delegating workload, training, and personnel evaluations.

Managed a high performing team, including management of mortgage loan portfolios.

Drove comprehensive customer service, enhancing client experiences through implementation of new policies and processes.

Adhered to all compliance and regulatory requirements as needed. FREEDOM MORTGAGE Indianapolis, IN

Assistant Vice President of Sales 2014 - 2016

Managed comprehensive sourcing, qualifications, on-boarding, and management of a talented team of Loan Officers.

Drove all financial operations, business development opportunities, and payroll.

Ensured proper strategic vision, planning, and organizational effectiveness to drive action plans and meet comprehensive objectives.

Realized $50M+ in sales in two consecutive years through creation and design of sales competitions to enhance employee productivity.

Oversaw the highest retention rate of all Loan Officers through meeting and exceeding all sales quotas and goals. ADDITIONAL EXPERIENCE

WELLS FARGO MORTGAGE HOME RENOVATION SPECIALIST

AURORA BANK RELATIONSHIP MANAGER

FIFTH THIRD BANK MORTGAGE ORIGINATOR

METROPOLITAN FINANCIAL SERVICES MORTGAGE CONSULTANT EDUCATION & CERTIFICATIONS

INDIANA STATE UNIVERSITY BACHELOR OF SCIENCE IN ARTS & SCIENCES



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