Real Estate Customer Service

William C. Whitlow

*** *. ***** ***. 480-***-**** ***************@*****.***

Career Objective

Resourceful Banking professional, well versed in the workings of mortgage lending, loss mitigation, and customer service functions. I am a banking professional who is adept in evaluating clients’ financial goals to offer a variety of financial products and service options. Pursuing a mortgage position at a reputable financial institution that allows for further career growth and a long career. Experience

MORTGAGE LOAN ORIGINATOR loanDepot NOVEMBER 2024 To PRESENT NMLS#2585987 States: AZ, IN, NC, OH, TN, PA, VA, MN, GA, MI, MD, FL, AL

• Sell Purchase Mortgages answering inbound calls from interested clients and Client Service Representatives who made outbound dials

• Required to take inbound calls 5 hours daily

• Order and Assign Real Estate Agents to work with my client to find their home

• Work exclusively with Our Real Estate Agents, and Client’s Agents to coordinate viewing of homes, obtain contracts, lock rate, and set closings

• Quarterback my Underwriting team daily to point of closing

• Work in a team environment with a Director, Lead, and multiple support systems like POD, notifying us of items needed to move my loan forward

• Meet Monthly Booked Goal, and Real Estate Agent goal

• Work Daily Trigger Leads

MORTGAGE LOAN ORIGINATOR PROSPERITY MORTGAGE APRIL 2024 -- NOVEMBER 2024

NMLS#2585987 States: AZ, IN, NC, OH, TN, PA, VA, MN, GA, MI, MD, FL, AL

• Sell Refinance and Purchase Mortgages answering inbound calls from interested clients and Client Service Representatives who made outbound calls

• Required to take inbound calls 5 hours daily

• Meet monthly Prequalified and Booked goals

• Work in a team environment with a Director, Lead, and other Systems of Support

• Work daily Trigger leads

MORTGAGE CUSTOMER SERVICE PROSPERITY MORTGAGE MARCH 2023–APRIL 2024

• Answering inbound and making outbound calls, responding to customer requests within set timeframes, and delivering an exceptional quality of service to every customer.

• Providing information and knowledgeable assistance by pulling up loan information and providing customers with the information they need quickly and accurately.

• Adhering to schedules, multitasking, meeting deadlines, and providing verbal and written responses to customers as required.

• Working as part of a dedicated team to explain policies and procedures to customers and find great solutions to their inquiries in a seamless and positive way.

• Consistently exceeded monthly sales goals by a minimum of 25% by high volume customer calls, application transfers to booked loans volume, and customer service accolades. CDL ROUTE DRIVER VARIOUS COMPANIES JULY 2017 - FEBRUARY 2023

• Drove 12+ routes per day to both residential and business customers, maintaining 97% account retention rates with on-time deliveries.

• Redesigned transportation routes, saving time and costs to the companies.

• Grew customer base by engaging owners and cold called on non-customer businesses.

• Document and complete manifest paperwork daily.

• Conduct daily DOT pre-trip inspections according to a set defined checklist.

• Load and unload materials/products onto truck and delivery with forklifts.

• Companies I was a CDL Driver for: Stericycle, and Reliant Holdings Oil SALES MANAGER PREFFERED CHOICE RESTORATION OCTOBER 2015 - JULY 2017

• Residential and commercial sales, partnering with Homeowners Insurance companies.

• Respond to emergency calls where clients experienced water damage to their home.

• Project managed all crews in water restoration, removal, and all reconstruction. SALES MANAGER VARIOUS COMPANIES JANUARY 2013 – OCTOBER 2015

• Managed all sales multi-media outlets.

• Created customer management database system for all customer calls and sales.

• Responsible for the southwest territory resulting in 25% of overall sales for Carcoon America.

• Companies I was a sales manager for: Carcoon and Mobile Environmental Solutions OWNER OPERATOR CINNABAR TAVERN FEBRUARY 2002 – JUNE 2012

• Ran daily operations: Policy creation, training manuals, hiring, training, marketing, theft prevention, inventory management, and state compliance (Series 7 liquor license).

• Property management: Ensured safe environment, ground maintenance, building maintenance.

• Payroll management, reviewed timesheets for accuracy, processed paper checks, wage garnishment, tax filings.

• Sales promotions: Advertised with local radio stations, taxi billboards, local hotel entertainment guides, and various social media platforms.

• Established weekly theme nights to drive sales: Pool tournaments, Trivia competition, concerts, and Texas Holdem poker tournaments.

• Exceeded both our monthly and annual gross profit goals (Monthly Goal $27,500 & Annual Goal

$339.000 by 30%). Best year (2007) I grossed one million in gross profit. LOAN OFFICER VARIOUS BANKS SEPTEMEBR 1993 – AUGUST 2008

• Generated new 1st Mortgage applications through a phone lead generation database, created by Chase.

• Verified flood reports, title reports, appraisals, credit bureaus checks, trust agreements, tax returns, homeowner insurance verification and income review.

• Resolve lien issues, name variances, trust issues, any issues to get the loan in approval status and ready for signing.

• Coordinate signings with customers, by sending a notary to the customer’s home, or banking center.

• Prepare documents to go out to banking centers, or notaries, and completed daily queue, and exceeded my monthly goal of 80 to 100 loans booked.

• Companies I was a loan officer for: First Interstate, Wells Fargo, Bank One, and Chase Education

BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION (THREE YEARS COMPLETED) UNIVERISTY OF PHOENIX 4035 S RIVERPOINT PKWY, PHOENIX, AZ 85040 Skills & Abilities

• MSO (Microsoft Office)

• Heavy Customer Service

• Communication Skills

• Collaboration

• Insellerate Mortgage CRM Tool

• MAX Outreach Dialer

• Relationship Management

• Proficient with POS systems

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