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Click here or scroll down to respond to this candidateCandidate's Name , JR.PHONE NUMBER AVAILABLE EMAIL AVAILABLE LINKEDIN LINK AVAILABLEStreet Address /25/2024Dear Hiring Manager,As a customer success manager with a great deal of experience providing personalized customer service, Sales, managing expectations, resolving problems, and leading teams, I am confident that I can provide a high degree of skill.Over the course of my career, I have leveraged numerous skills to excel in competitive, client-facing environments, and I believe that these same competencies will allow me to be successful with your organization I have specifically worked in Sales / Customer Service for 30 years. Along with having 25 years of Managerial experience. Below are just a few of the abilities that I possess:Customer Service: As a loan officer, I work closely with clients throughout the entire lending process, supporting them along each step of the way. I educate them about various products, programs, and requirements to create a more positive experience and ensure their needs are met.Problem Solving: I analyze individual client situations to uncover obstacles and issues that may prevent them from achieving the results they desire. In turn, I recommend corrective actions to better position clients for success, grow opportunities, and minimize risk.Business Leadership: I have built new departments from scratch, created standardized processes and procedures, and coached and mentored employees to enhance knowledge and performance. In addition, I excel at cultivating long-term relationships with key stakeholders, partners, and referral sources to drive results and streamline operations.Additional qualifications are listed on my resume, which is enclosed. In an effort to further discuss the open position, I would like to schedule a mutually beneficial time to talk about my skills and experiences and how I would prove an asset to your organization.Sincerely,Candidate's Name , Jr.Candidate's Name , JR.PHONE NUMBER AVAILABLE EMAIL AVAILABLE LINKEDIN LINK AVAILABLECustomer Success Manager Business LeaderSales & MarketingCustomer Service Consultative Selling Project Management Business DevelopmentStrategic Planning Financial Analysis Business Acumen Relationship Building NegotiationTraining & Development Risk Management
Organizational Skills Team LeadershipResourceful, analytical Customer Success Manager with extensive experience cultivating customer relationships, identifying needs, and developing solutions to achieve desired goals and objectives. Demonstrates exceptional responsiveness to customer inquiries and concerns to build trust and efficiently resolve problems. Explains complex concepts in easily understood terms and counsels clients on products, services, and contract terms.TeamLeadership Adept at building and leading high-performing teams to grow business and manage accounts. Sets clear policies, procedures, and expectations to maintain regulatory compliance, quality assurance, and customer satisfaction. Coaches and mentors employees to enhance performance.Account ManagementGuides clients through all phases of customer journey from needs assessment and product recommendations to onboarding and training. Engages in cross-selling of complementary products and services to provide comprehensive solutions and increase profitability.Financial Acumen Possesses in-depth knowledge around loan origination and processing, lending activities, financial regulations, and payment terms and conditions. Conducts risk assessments and financial analyses to obtain optimal pricing and rates.PROFESSIONAL EXPERIENCEAplos Mortgage, Inc., Crystal Lake, IllinoisMortgage brokerage committed to helping borrowers secure loans with low interest rates and closing costs while overcoming roadblocks that can impact opportunities.SENIOR LOAN OFFICER, 2022 PRESENTGuides clients through the comprehensive loan process from initial inquiry through closing. Builds strong rapport and analyzes borrowers financial situation and goals to recommend appropriate products. Compares rates and terms from 21 lenders and educates clients on options, benefits, and risks.Cultivates relationships with financial planners, CPAs, accountants, attorneys, insurance agents, and former clients to drive referrals and business growth.Assesses clients credit score, financial history, and other factors to identify issues impacting loan eligibility; advises on action plans to improve lending qualifications and financial stability.Advocates in clients best interests to secure competitive rates and low closing costs.Orders and analyzes credit reports, appraisals, titles, and other documentation for loan processing; verifies accurate and complete files.Partners with lenders, legal team, and borrowers to secure agreements and close on deals.Connects clients with resources, including realtors and financial planners to support the home buying process and improve outcomes.Engages in extensive client education regarding types of loans, eligibility, tax implications, current market and rates, lending terms, and other key considerations to build trust while managing expectations.Wheaton Mortgage Corp., Winfield, IllinoisPrivately held mortgage firm offering client competitive pricing and service to secure loans that fit their needs.BRANCH MANAGER & SENIOR LOAN OFFICER, 2009 2022Managed daily branch operations to drive new business and nurture existing customer relationships. Interviewed, hired, and trained new employees to exemplify company mission, vision, and goals. Coordinated scheduling to meet business demands and mentored associates to deliver exceptional customer experiences.Developed strategic plans to promote mortgage products and educate customers on loan programs.Led client through entire loan process from preparing application and gathering supporting documentation to comparing loan options and coordinating closing.Generated sales reports to track performance and identify opportunities for improvement.Maintained compliance with audit requirements and legal regulations.Fostered referral relationships with bankers, realtors, financial professionals, and other sources to grow business opportunities and generate revenue.Results One Mortgage Corp. (Formerly BD&A Mortgage Corp.),Elmhurst, IllinoisComprehensive service provider offering accounting, money management, mortgage, insurance, and legal services in one convenient location.VICE PRESIDENT & SENIOR LOAN OFFICER, 1997 2009Established mortgage division of the organization to expand offerings and provide more comprehensive services to clients. Partnered with internal CPAs, financial planners, and attorneys to streamline mortgage processes and expedite lending services.Secured state and federal licensing, negotiated agreements with wholesale lenders, and registered with major credit agencies; ensured compliance with data privacy and information security requirements.Developed department policies and procedures and created compliance manual for auditing purposes; educated employees on regulations and expectations when brokering and processing loans.Hired, trained, and managed a team of loan processors and loan officers to accurately and efficiently originate and close conventional, FHA, VA, and commercial loans.Built strong relationships with home appraisers and inspectors tocreate a database of trusted providers to assist clients during home buying process.Consulted with clients to review mortgage options, compare available products, and manage entire loan process from application through closing.Evaluated credit reports and financial history to counsel clients on corrective steps to meet loan qualifications and improve likelihood of approval.Collaborated with banks and lenders to understand full portfolio of products, optimize workflows, obtain pricing, and efficiently navigate underwriting and onboarding engines.Tracked daily market rates and bonds to advise clients of changes and provide current information.Sold life insurance policies to better meet customers diverse needs and goals.TECHNICAL PROFICIENCIESGoogle Drive OneDrive MS Office Suite Adobe Sign DocuSign Experian CreditWorks FICO ScoreEDUCATION& LICENSUREBachelor of Arts in CriminologyNorthern Illinois University, DeKalb, IllinoisMinor in BusinessAssociate Degree in Criminology and BusinessCollege of DuPage, Glen Ellyn, IllinoisMortgage Loan Originator (MLO) LicenseIllinois Department of Financial and Professional RegulationNMLS CertificationNationwide Multistate Licensing System & Registry (NMLS) |
