Account executive is responsible for promoting and selling merchant services to businesses. I work closely with merchants to understand their payment processing needs and offer suitable solutions to enhance their payment acceptance capabilities. The primary goal of sales executive is to acquire new merchants and increase revenue by expanding the merchant base.Key Responsibilities:1. Identify and prospect potential merchants by conducting market research and cold calling.2. Build and maintain strong relationships with existing and new merchants to ensure customer satisfaction and loyalty.3. Conduct product demonstrations and presentations to educate merchants about the benefits and features of the payment processing solutions.4. Understand the specific needs and requirements of each merchant and recommend appropriate payment processing solutions.5. Negotiate pricing and contract terms with merchants to ensure a win-win situation for both parties.6. Collaborate with internal teams, such as marketing and customer support, to provide seamless onboarding and ongoing support to merchants.7. Stay updated with industry trends, competitor offerings, and regulatory changes related to payment processing to provide accurate and up-to-date information to merchants.8. Achieve sales targets and objectives set by the company by consistently meeting or exceeding sales quotas.9. Prepare and submit regular sales reports, forecasts, and market analysis to the sales manager.10. Continuously develop and enhance product knowledge and sales skills through training programs

A mortgage consultant is responsible for assisting clients in obtaining mortgage loans to finance the purchase or refinancing of a property. I work closely with clients to understand their financial situation and goals, and provide guidance and advice on mortgage options that best suit their needs. The primary goal of a mortgage consultant is to help clients secure the most suitable mortgage loan and ensure a smooth and successful mortgage process.Key Responsibilities:1. Meet with clients to assess their financial situation, goals, and mortgage needs.2. Educate clients about the mortgage process, including different types of mortgage loans, interest rates, and repayment options.3. Analyze clients' financial documents, such as income statements, credit reports, and bank statements, to determine their eligibility for mortgage loans.4. Assist clients in completing mortgage applications and gathering necessary documentation.5. Evaluate and compare mortgage loan options from various lenders to find the most favorable terms and rates for clients.6. Present mortgage loan options to clients and explain the advantages and disadvantages of each option.7. Guide clients through the mortgage approval process, including coordinating with lenders, underwriters, and other parties involved in the transaction.8. Provide ongoing support and communication to clients throughout the mortgage process, addressing any questions or concerns they may have.9. Stay updated with industry regulations, market trends, and changes in mortgage products to provide accurate and up-to-date information to clients.10. Maintain client relationships and generate referrals through excellent customer service and satisfaction.

Provide people skills to medium and large companies. Use a consultative approach w/ prospects & existing customers and new customer to identify management and talent development initiatives/goals in order to design a tailored training program to meet the customers desired outcome. Consult w/ our instructors to design and tailor courses specific to our clients needs. Grow existing accounts, throughout the United States, Europe, Asia & India. Write effective and compelling business proposals, generate new sales.

Responsible for helping borrowers explore financing options. Responsibilities include reviewing credit reports for prequalification purposes, soliciting loan options, assessing lending risk, reviewing income documentation, pre-underwrtiting loan files, processing and monitoring funding of private loan program, and providing consistent, professional service to internal and external customers.Specializing in FHA, VA, Conventional loans. Build realtor relationships and Cross-sell business opportunities.

Managed a pipeline of 30- 40 loans primary and secondary conventional mortgage loan products for 3-4 account executives. Responsibile for reviewing loan applications to ensure completeness of data; verified information listed on applications and cleared loan conditions required for sale of loans to secondary market. Also responsible for reviewing and approving preliminary title, credit, and appraisal reports, along with purchase contracts. Evaluated the subject property, financial strength, and credit worthiness of borrowers.