Loan Officer Customer Service

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Daniel Wallace *** Flagstone Dr, Rossville, GA 30741 mobile phone 423-***-****

Excellent customer service skills. Above average verbal and written communication skills. Strong interpersonal skills to build and maintain professional relationships with clients and co-workers. Proven ability to effectively prioritize multiple objectives and get the job done. I have developed a large network of past business clients and friends that have become invaluable for developing business opportunities. I have more than 15 years of sales experience.

WORK EXPERIENCE

Loan Officer

• Cold call and schedule meetings with customers and realtors.

• Attended the Fannie Mae event in DC to generate business.

• Call on servicing contacts and generate streamline refinance for FHA and VA.

• Assist customers with creative financing solutions purchasing experience.

Sales Coach

• Stage role playing opportunities to increase sales and negotiating skills.

• Coach clients in creating a business plan to assist with time management and increase sales.

• Assist customers with creative solutions to increase their selling or purchasing business.

• Establish relationships with Realtors, bank customers and other sources.

• Educate buyers and homeowners on their financial options.

• Always created a referable experience for my clients.

• Always created a referable experience for my clients. Business Banker – Wells Fargo – Centreville, VA Oct-2010 – Dec-2011

• Qualify customers for products and services through a personalized interview.

• Position products and services that will create a great customer experience.

• Position products and services in a win-win solution.

• Analyze current accounts and present quotes for SMB sales. EDUCATION

Bachelor of Science Accounting Gardner-Webb University 1999

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