Customer Service Social Media

HAL WEINSHANK

굗굙굘 San Diego, CA 궭궮 619-***-**** ************@*****.***

꺪꺫 https://www.linkedin.com/in/halweinshank/

Professional Summary

Senior Mortgage Loan Officer with 30+ years of experience in residential loan origination, pipeline management, and consultative sales. Proven track record in high-volume environments, delivering tailored financial solutions, and cultivating long-term client relationships. Recognized for transparency, follow-through, and ability to exceed sales targets across both remote and in- office roles. 35+ years experience in Customer Service (in-person and phone), Sales & Marketing.

Skills

• Loan Origination (FHA, VA, Conventional)

• High-Volume Call Center Sales

• CRM Tools (Salesforce, Velocify, Encompass)

• Pipeline & Lead Management

• Consultative & Solution-Based Selling

• Cold Calling & Inbound Sales

• Proficiency in Microsoft Office, Zoom and Google Suite

• Client Retention & Upselling

• Remote Work Efficiency

Professional Experience

Sr. Loan Strategist Global Equity Finance June 2025 – Present

• Handle high-volume inbound calls in a fast-paced call center environment

• Assess borrower profiles to determine loan eligibility using complex underwriting and program guidelines

• Qualify and transfer pre-screened leads to Senior Loan Officers to initiate consultative sales process

• Maintain top-tier conversion rates through efficiency and client rapport Enrollment Specialist / Admissions Advisor Institute of Reading Development Mar 2025 – Jun 2025 (Remote)

• Fielded 50–70 inbound calls per day to guide parents through enrollment in literacy development programs

• Used consultative sales strategies to align program benefits with family needs

• Regularly exceeded enrollment targets; successfully upsold additional offerings to 30%+ of callers

Career Sabbatical Jun 2022 – Mar 2025

Took time to manage personal responsibilities and focus on professional development

Maintained industry knowledge through self-study, webinars, and networking

Ready to re-enter the workforce with renewed energy and perspective Senior Sales Consultant HomePlus Mortgage 2017 – 2022 (Hybrid)

• Top-producing Loan Officer in 2021–2022 with $2.85M avg monthly pipeline

• Originated conforming and non-conforming loans, maintaining high close and retention rates

• Leveraged CRM and social media to drive lead generation and nurture client relationships

• Developed referral partnerships with realtors and financial professionals to expand client base Senior Loan Roles Multiple Firms incl. Integras Home Loans, Freedom Mortgage 1993 – 2017

• 20+ years in mortgage origination and financial consulting roles across multiple firms

• Originated and managed multi-million dollar loan pipelines with exceptional close ratios

• Designed marketing campaigns and used educational content to generate consistent lead flow

• Built loyal client base through transparent advising and responsive service EDUCATION

**M.A. in Media Psychology**, *Summa Cum Laude*

Touro University Worldwide, 2020

**B.S. in Sociology**

San Diego State University, 2010

Licenses

CA DRE License 01163262

NMLS 361492

Additional state licenses: CA FL CO AZ VA

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