Ashley Caples Email & Phone Number

Responsible for sourcing and developing client relationships and referrals using branch personnel to capitalize on cross-selling opportunitiesKnowledge of residential mortgage processing, underwriting, and closing proceduresKnowledge of processing, underwriting and federal lending regulationsMaximizes all opportunities in the process of closing a sale resulting in the taking of market share from larger competitorsDevelops a database of qualified leads through referrals… Show more Responsible for sourcing and developing client relationships and referrals using branch personnel to capitalize on cross-selling opportunitiesKnowledge of residential mortgage processing, underwriting, and closing proceduresKnowledge of processing, underwriting and federal lending regulationsMaximizes all opportunities in the process of closing a sale resulting in the taking of market share from larger competitorsDevelops a database of qualified leads through referrals, telephone, face to face cold calling, direct mail, email and networkingPrepares files for underwriting, loan committee, private mortgage insurance company and investor including preparation of loan approval sheetOriginating mortgage loans Show less

• Mentored new hires, resulting in stronger staff development and increased productivity.• Monitored participant workflow and behaviors throughout training process.• Aided in fining communication skills, soft skills, and documentation.• Performed continuous evaluations of content and plans in order to enhance delivery and improve effectiveness.• Tracked attendance and progress against goals for each participant.• Facilitated training of 20+ new hires per class on benefit… Show more • Mentored new hires, resulting in stronger staff development and increased productivity.• Monitored participant workflow and behaviors throughout training process.• Aided in fining communication skills, soft skills, and documentation.• Performed continuous evaluations of content and plans in order to enhance delivery and improve effectiveness.• Tracked attendance and progress against goals for each participant.• Facilitated training of 20+ new hires per class on benefit coverage through various systems including EOBs. • Coached through claims processing, denials, approvals, and appeals. Included training on prior-authorizations, CPT coding, and IPAs/Medical groups. Show less

Lead generation and appointment settingIn event presentationsSales and lead trackingRecruiting and trainingEvent registration and set-up.Negotiated and worked with venues and vendors to carry out event objectives

De-Escalate customers with issuesUpsell and produce new customersTailor packages to customers needs and wants.Utilized advanced skills in solving problems and making accurate decisions to implement strategies that brought about immediate resultsResearched market and competitor data regarding benefits and compensation, developing standards to maintain competitive benefits packages

Meet and exceed monthly, quarterly, and yearly sales goalsTrack and maintain up-to-date client informationSales floor managementEngaged with customers to build rapport and loyaltyIncreased sales by offering advice on purchases and promoting additional productsMaintained calm demeanor and professionally managed issues in busy, high-stress situationsTrained and developed new hires in company processes, product knowledge, customer service and selling techniques

Door-to-door salesVisited customer locations to evaluate requirements, demonstrate product offerings and propose strategic solutions for diverse needsEstablished fair pricing structures and finalized contracts to complete purchase agreements with customersShowcased product features to customers and discussed technical details to overcome objections and lock in salesPromoted conversion of casual shoppers into customers through product knowledge and product solutions to meet… Show more Door-to-door salesVisited customer locations to evaluate requirements, demonstrate product offerings and propose strategic solutions for diverse needsEstablished fair pricing structures and finalized contracts to complete purchase agreements with customersShowcased product features to customers and discussed technical details to overcome objections and lock in salesPromoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needsNegotiated prices, terms of sales and service agreements Show less