Account & Partner Relationship Leader

JAMES LAWLOR

ACCOUNT/PARTNER MANAGEMENT

Chicago, IL 60614 ■ 312-***-**** ■ ******.******@*****.*** ■ linkedin.com/in/jim-lawlor-a679b524 MULTICHANNEL LEAD GENERATION CONSULTATIVE SALES CLIENT RELATIONSHIP BUILDING CUSTOMIZED SOLUTIONS Account manager with extensive experience driving sales growth through customer acquisition and retention for organizations with B2B services. Point person for the client, helping the client strategize on how to optimize product and service solutions based on their unique needs. Maintain high customer satisfaction to maximize renewals and upsells while supporting overarching company business and revenue goals.

● Member of the team that helped acquire one of Fay’s largest clients, resulting in 2,500 loans across two years.

● Distressed Assets Award Turnaround Award. Recognized for achieving a 135% portfolio performance yield by converting non-performing loans to performing accounts.

● Holds Loan Officer licenses in 13 states, including Illinois, Wisconsin, Indiana, Vermont, Rhode Island, and Texas, as well as others.

CORE COMPETENCIES

Account Management ■ Online/E-Commerce Banking Products ■ B2B & B2C Client Solutions ■ Account Service Cross-Selling Customer Satisfaction ■ Relationship Building ■ Banking/Financial Products ■ Branch Operations ■ Sales & Marketing Strategy Portfolio Management ■ Competitive Analysis ■ Conflict Resolution ■ Contact Management Systems (CMS) Process Improvement ■ Team Leadership & Collaboration ■ Business, Government, & Personal Clients PROFESSIONAL EXPERIENCE

FAY SERVICING, LLC Chicago, IL 2014 to 2025

ACCOUNT MANAGER

Drove loss mitigation for clients at risk of foreclosure. Generated revenue by collaborating with investors to acquire new customers, sell mortgage loans, and resell properties back into the market. Consulted clients that fell 90+ days behind in payments. Handled active bankruptcy cases and assisted discharge customers with loss mitigation options. Analyzed clients’ budgets, then developed workable long-term solutions or convinced them to surrender the property, if necessary.

● Integral member of team that secured a key client with $1B in assets, leading to 2,500 loans after strategizing with the sales team to meet high expectations set by the CEO then articulating the solution and ROI to the client.

● Generated 45% of the applications by having tough conversations with customers to help them understand the financial realities, offer solutions, review documents, field questions, and get through the process to resolve the issues.

● Submitted loan paperwork before the 30-day deadline despite operational issues that threatened to push the process past the allotted time by partnering with the client and their attorney to get documents signed and notarized on time. DRAPER & KRAMER (FKA FIRST ADVANTAGE) Chicago, IL 2012 to 2014 LOAN OFFICER

Handled lead generation, relationship building, customer service, and loan processing in a dynamic, fast-paced environment. Evaluated, authorized, and recommended loan approvals based on client creditworthiness and product suitability. Aligned with applicants to map an actionable strategy before offering a particular refinancing or loan package. Explained terms, policies, and the end-to-end loan process to the client to avoid surprises and foster trust. JAMES LAWLOR 312-***-**** ■ ******.******@*****.*** ■ linkedin.com/in/jim-lawlor-a679b524Page 2

● Exceeded goal by $25K, landing 14 loans versus the targeted 7-10, including expediting a home loan for a self-employed client by finding a lender that needed one year of profit/loss versus the extensive process usually required of freelancers. EDUCATION

Graduate Coursework in Marketing, Illinois Institute of Technology, Stuart School of Business, Chicago, IL Bachelor of Arts (BA) in Web Design, DeVry University, Chicago, IL Bachelor of Arts (BA) in History, Lake Forest College, Lake Forest, IL LICENSES

Loan Officer Licenses – IL, WI, OK, IN, VT, RI, FL, GA, TX, SD, NM, LA, MS; Nationwide Mortgage Licensing System (NMLS) AWARDS & RECOGNITION

Winner, Play of the Month Award three times, Fay Servicing, Chicago 2020

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