Anthony Coleman Email & Phone Number

Louisville, KY, US

Louisville, Kentucky, United States

Louisville, Kentucky, United States

Nashville, Tennessee, United States

• Manage the new hire Loan Officer training curriculum for all new employees on the East Coast. Responsible for the design and delivery of educational programs, training manuals, and job aides to include conducting.
• Virtually trained 7-10 new loan officers per session on company standards and sales tactics.
• Built and directed learning library of over 5 courses. Course topics included loan programs, sales pitches, product delivery, how to overcome objections and best practices.
• Implemented company-wide income training module and buyer acceptance program for inside and outside loan officers reaching over 2900+ individuals.

Novi, Michigan, United States

• Validate loan applications, generate agreements, and ensure payment methods satisfy federal policies.Key Accomplishments:
• Onboarded and precepted 4 new loan officers on sales tactics and company standards.
• Evaluated financials and priced loans accordingly. Successfully closed on average 7 per month.
• Monitored and tracked sales metrics and performance expectations on close rate and identified areas for opportunities for additional training.

Greater St. Louis

• Analyzed customer loan requests to determine applicant’s creditworthiness. Articulated financial calculations and current/rate pricing for all clients and counseled customers on available loan products.Key.
• Served as mentor and train loan officers on selling tactics. Trained over 12 individuals to date.
• Utilized systems to maintain product knowledge, register loans effectively and manage pipelines.
• Conducted at least 100 inbound and outbound mortgage sales calls per week and assisted clients by determining feasibility, developing design alternatives, resource requirements, cost/time estimates and cross/sell.

Greater Detroit Area

• Served as subject matter expert regarding the qualification and notation of Hall Financial Group. Identified and recommended products that meet the customer’s needs.Key Accomplishments:
• Interviewed at least 15 applicants per week to determine financial eligibility for loans and ensure compliance with banking regulations governing consumer lending.
• Supported with outbound phone calls to consumers inquiring online on mortgage assistant and return all client inquiries within 1 business day.
• Analyzed personal and business tax returns, financial statements, credit reports and conducted cash flow analysis and other financial analysis based on the banks underwriting guidelines for mortgage loans.

Greater Detroit Area

• Assisted clients on the home buying process by providing them with loan program and affordable financing plans from a broad range of mortgage options. Completed Mortgage Loan Officer training and passed licensing.
• Achieved various awards including “Love Our Client” and “Hustle Award” in 2016 and 2017.
• Interviewed at least 10 clients per day to gather information about their financial situations, needs, and objectives.

Florence, Kentucky, United States

• Acted as project manager to build team, workflows, processes, and procedures to ensure all processes and procedures are compliant with Citi policies.Key Accomplishments:
• Developed grading system for production and successfully trained management team on system.
• Achieved 100% QA compliance for 2 consecutive years.
• Received the most improved award with a 22% production increase in November 2014.

• Managed and delivered collector feedback and documented results for Risk and Oversight auditing.Key Accomplishments:
• Received Star Player award and first member of the team to achieve 100% compliance.

• Served as a liaison for Macy’s VOE Citi Division and presented findings and concerns to leadership team on a weekly basis.Key Accomplishments:
• Led weekly team huddles with over 60+ team members to discuss ideas of how to address and improve work environment and job satisfaction. Created 50+ improvement strategies.

• Collector I RP
• Collector II Bankcards
• Phoenix, Manual
• Macy’s