Social Media Customer Service

HAL WEINSHANK

Phone: 619-***-**** Mail: ************@*****.*** Address: San Diego, CA 92116

PROFESSIONAL SUMMARY

- 30 Years experience Inside and Outside Sales Consultant, Customer service

- 17 Years experience in: Content creation, Social Media management, Email marketing specialist and Market Research

- 32 Years experience: Life Coach, Consulting, Business Coach, Teaching online and in-person since 1993 CORE COMPETENCIES

Content Creation

Brand Management

SEO Optimization

Social Media

Inside & Outside Sales B2C

Market Research

Customer Segmentation

Email Marketing

Lead Generation

Data Analytics

A/B Testing

Digital Advertising

Influencer Outreach

Performance Metrics

Project Coordination

PPC Campaigns

Marketing Automation

Team Collaboration

Conversion Optimization

Sales Funnels

Customer Retention

PROFESSIONAL EXPERIENCES

Business Consultant/Life Coach – Contract/Remote work LifeCoachHal.com February 1993 to Present

Providing Business Coaching & Personal Development Coaching through Zoom calls and ongoing outreach both online and offline

Providing expert advice and guidance to clients on various business challenges and opportunities

Developed comprehensive strategies and action plans to address client objectives and drive business growth Senior Sales Consultant Homeplus Mortgage, San Diego, CA JUN 2017– JUN 2022

Prequalified prospective clients by analyzing financial data and ensuring alignment with company guidelines, resulting in a streamlined loan application process and improved client satisfaction.

Earned recognition as the Top-Producing Mortgage Loan Officer in 2017, excelling in sales performance and exceeding monthly production goals through strategic client engagement and targeted marketing campaigns.

Managed a robust pipeline averaging $2.85 million, originating 4–6 loans monthly and overseeing each transaction to ensure accuracy and timely processing, using marketing automation tools to streamline the process.

Consistently closed an average monthly loan volume of $1.1 million by maintaining strong communication with clients, underwriters, and processing teams to meet deadlines while integrating marketing strategies to attract new leads.

Utilized advanced CRM tools and social media platforms to track client interactions, automate follow-ups, and drive engagement, leveraging channels like LinkedIn and Facebook to expand outreach and attract new clients.

Designed and executed social media campaigns to promote mortgage services, enhance brand visibility, and generate leads, contributing to sustained business growth and client retention. (Hybrid/ Remote work). Senior Loan Officer I-Direct Home Loans, San Diego, CA MAY 2016 – JUN 2017

Leveraged the Velocify CRM system to manage daily workflows, making over 50 targeted outbound calls each day to engage prospective clients and nurture leads, driving marketing efforts and enhancing customer outreach.

Maintained consistent communication with clients, educating them on loan products and ensuring personalized solutions aligned with their financial goals and needs, while developing customer-focused marketing strategies.

Achieved sales objectives by building rapport with leads, overcoming objections, and converting inquiries into closed deals through proactive follow-ups and strategic marketing outreach initiatives.

Partnered with marketing teams to enhance customer outreach campaigns, incorporating social media platforms to boost visibility and client engagement, ensuring campaigns were aligned with business goals.

Created engaging social media content focused on financial education and loan product awareness, fostering trust and attracting new prospects, while analyzing campaign performance to improve future initiatives.

Analyzed call metrics, sales performance data, and social media engagement trends to refine outreach strategies, increase conversion rates, and contribute to the department's overall marketing and sales success. Retail Loan Officer – Inside Sales Freedom Mortgage Corp, San Diego JAN 2016 – MAY 2016

Responded to high volumes of inbound customer inquiries with an exceptional level of accountability, ensuring clear communication and effective problem-solving to meet customer needs, enhancing the overall customer experience through marketing-driven strategies.

Managed an average loan pipeline of $3.4 million, coordinating prequalification processes, aligning customer profiles with product matrices, and leveraging social media platforms to educate prospects about loan options and drive engagement.

Entered and maintained detailed customer data and loan applications within advanced Sales Portal software, streamlining workflows and enhancing data accuracy while integrating insights from social media engagement to optimize lead nurturing strategies.

Oversaw the pre-processing and compliance of loan files with pre-underwriting procedures, ensuring alignment with stringent regulatory and operational standards, while collaborating with marketing teams to refine messaging and improve brand alignment.

Cultivated strong customer relationships through consistent communication, collaborating with Underwriting, AMC, and processing teams to manage files to completion within a 45–60-day cycle, while utilizing LinkedIn and other platforms to maintain professional connections and share industry insights, supporting broader marketing initiatives. Senior Loan Officer – Inside Sales Agent/Customer Service Integras Home Loans, San Diego, CA JUN 2015 – JAN 2016

Qualified and originated new loan transactions daily for wholesale lenders, ensuring compliance with financial regulations, while leveraging social media platforms to engage with prospects, increase brand visibility, and raise awareness of loan products.

Utilized advanced CRM tools, including Salesforce and Velocify auto-dialer, to streamline outbound campaigns, track client interactions, and integrate insights from social media analytics to refine marketing strategies and improve outreach effectiveness.

Collaborated with Loan Officer Assistants and Processors to ensure seamless loan closings, consistently exceeding monthly performance metrics, while coordinating marketing efforts to support lead generation and client retention initiatives.

Applied exceptional customer service skills to manage 30–60-day transaction cycles, fostering strong client relationships and providing outstanding support, enhanced by leveraging LinkedIn and other platforms for professional networking and sharing valuable industry content, aligning with broader marketing goals.

Senior Financial Consultant, Remote work, Inside and Outside Sales Mortgage Partners, Inc./Venture Realty, CA APR 1997 – JUN 2015

Developed and implemented comprehensive marketing strategies, combining both digital and traditional channels, including website development, telemarketing team management, vendor outsourcing, and leveraging social media platforms to enhance visibility, attract leads, and build brand recognition.

Delivered exceptional customer service by managing both buyer and seller transactions, ensuring seamless communication, proactive follow-ups, and creating a positive client experience, while aligning marketing efforts with business goals for optimal sales conversions.

Conducted in-depth pre-qualification of buyers and prepared Comparative Market Analyses (CMAs) for sellers, creating customized marketing plans, including targeted social media campaigns, to expedite home sales, maximize value, and increase lead generation.

Oversaw the full sales cycle, from initial engagement through closing, optimizing efficiency, ensuring high client satisfaction, and integrating marketing strategies throughout the process to drive lead conversion and retention.

Processed loans from origination to funding, maintaining a high level of accuracy and compliance with financial standards, while producing educational content on social media to engage potential clients, enhance brand credibility, and build trust within the market. Senior Loan Agent Center Capital Funding, San Diego, CA NOV 1996 – APR 1997

Managed high-volume inside sales operations, executing 65+ outbound and 25+ inbound calls daily to pre-qualify buyers, drive lead conversions, and nurture client relationships, while leveraging social media platforms to follow up with prospects and expand outreach efforts.

Utilized inbound and outbound lead generation strategies to originate loans, optimizing the sales pipeline and driving conversions through effective client engagement, while using social media to share relevant loan information and build brand awareness.

Collaborated closely with loan processors to manage loan funding processes, ensuring compliance with financial standards and maintaining a high level of accuracy, while integrating social media insights to enhance customer service and improve outreach strategies.

Designed and executed targeted marketing plans to expedite home sales, incorporating market analysis, customer insights, and strategic social media campaigns to improve lead generation and increase sales efficiency.

Re-engaged previous customer leads using targeted outbound strategies to boost sales, demonstrating strong communication, follow-through, and leveraging social media to maintain client relationships and encourage referrals. Retail Account Executive, Remote work, Customer Service Pacific Thrift and Loan, San Diego, CA DEC 1995 – NOV 1996

Managed the San Diego market for a nationwide Thrift and Loan/Direct Lender, executing both face-to-face and phone sales to expand the customer base and drive revenue growth, while leveraging social media platforms to increase brand awareness and engage potential clients.

Specialized in providing tailored lending solutions for customers with poor credit, focusing on exceptional customer service and creating personalized solutions, supported by targeted social media outreach to educate prospects on available loan options and foster trust. Senior Loan Officer, Inside/Outside Sales, Hybrid/Remote work, Customer Service Tenbrook and Associates, San Diego, CAJUN 1993 – DEC 1995

Contributed to the success of a high-volume wholesale brokerage with over 40 employees, managing internal operations like escrow and processing to streamline loan origination, while using digital marketing strategies and social media platforms to promote loan products and attract a larger client base.

Specialized in EZ Qualifying and Sub-prime loans, crafting targeted marketing campaigns to meet the diverse needs of clients and drive business growth. Created content on social media to educate prospective clients on loan options, financial strategies, and product benefits.

Consistently ranked among the top three out of 35+ loan officers for 14 consecutive months by generating leads through both internal telemarketing efforts and outside sales, complementing these efforts with impactful social media campaigns to expand outreach, engage potential clients, and increase lead generation.

EDUCATION AND CREDENTIALS

Master of Arts in Media Psychology MAR 2020

Summa Cum Laude, Touro University Worldwide

Bachelor of Science in Sociology DEC 2010

San Diego State University

TECHNICAL SKILLS

My Portfolio - UGC video content creation and editing: https://videomarketing.my.canva.site/ LinkedIn: https://www.linkedin.com/in/halweinshank/ Sales & Marketing Tools: PPC (Pay-Per-Click) Social Media Marketing Search Engine Optimization (SEO/SEM) WordPress CMS Analytics Tools: Google Analytics, Facebook Insights Email Marketing: Campaign Management, A/B Testing

Microsoft Office Suite: Word, Outlook, PowerPoint, Excel CRM: Salesforce and Velocify

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