Top-Performing Sales Leader in Financial Services

Halie Morton

Phoenix, AZ 623-***-**** Email: **********@*****.*** LinkedIn: https://www.linkedin.com/in/halie-morton/ PROFESSIONAL SUMMARY

Sales professional with 7+ years of financial services and B2B experience and a track record of high-volume production. Closed $46M in loan volume in first year and increased production 30%. President’s Club performer and team captain known for building strong client relationships and repeat business. PERFORMANCE HIGHLIGHTS

● $150M+ peak annual loan production

● 26 loans per month average production

● $46M closed in first year

● Led team of 10–12 bankers as Team Captain

● Closed $1M+ in municipal SaaS contracts

CORE SKILLS

● Full-Cycle Sales & Revenue Generation

● Pipeline & CRM Management

● Consultative Selling

● Client Retention & Relationship Building

● Cross-Selling & Upselling

● Team Leadership & Mentorship

● High-Volume Phone Sales

● Risk Assessment & Financial Analysis

PROFESSIONAL EXPERIENCE

President’s Club Banker Quicken Loans 2015 - 2021

● Closed $46M in loan volume in first year, increasing personal production by 30% through disciplined pipeline management and remote collaboration.

● Averaged 26 loans per month at Quicken Loans, generating $150M+ in annual loan volume.

● Led a team of 10–12 bankers as Team Captain, mentoring new hires and improving team production and retention.

● Consistently ranked among top-performing bankers in a competitive national lending environment. Loan Officer Movement Mortgage 2021 - 2023

● Averaged 10 loans per month generating $58M in annual loan volume across refinance and purchase markets.

● Managed full-cycle mortgage process including consultation, underwriting coordination, and closing.

● Maintained strong client relationships resulting in repeat business and referral-driven pipeline growth. Account Executive Ron Turley Associates 2023 - 2024

● Managed B2B pipeline selling SaaS-based fleet management solutions to municipal and government clients.

● Closed $1M+ in municipal contracts within the first year by navigating complex government sales cycles.

● Conducted product demonstrations and developed customized operational solutions for public sector clients.

● Built relationships with municipal decision-makers to generate referrals and expand territory pipeline. Bar Manager & Bartender MainStage & Robbers Roost 2024 – Present

● Oversee high-volume bar operations including inventory and vendor coordination.

● Drive repeat business through relationship-driven service and team leadership. PROFESSIONAL DEVELOPMENT

● Quicken Loans Leadership Program – Level 1 & 2

● Ongoing Federal Law & Compliance Education

● ACE Personal Training Certification

● Mountainside Fitness Expert Rating Certification

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