Brandon Session Email & Phone Number

Charlotte, North Carolina, United States

• Manage a multi-million-dollar book of business spanning clients in the Strategic and Enterprise segments, serving as the main customer point of contact after the sales process.• Conduct business review meetings with key account stakeholders and business owners to discuss challenges and opportunities and align on future initiatives. • Identify risk, growth opportunities, and areas for optimization while collaborating to resolve issues, upsell services, ensure account retention and increased adoption• Excelled during the training and onboarding process, utilizing creativity and innovation to customize end-of-training demonstration of knowledge and receive first place among group of peer new hires.• Proactively organize and facilitate biweekly/monthly meetings with account executives and renewal managers, driving communication and collaboration to reduce silos, maximize opportunities, ensure alignment, and decrease risk for customers.

Charlotte, North Carolina

• Responsible for the management of all aspects and functions of daily operations• Adhere to budgets, increasing profits and managing cash flow• Develop and execute marketing strategy through social media, networking, advertising, and special events• Cultivate and maintain professional relationships with internal and external customers

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

- Advise and guide borrowers through the loan application process- Communicate positively and professionally with operations staff throughout the full loan life cycle to ensure a smooth closing- Engage and manage loan pipelines with all team members to meet company efficiency standards, metrics, and goals- Meet with borrowers to determine best loan program for individual needs after analyzing income, assets, credit, and property - Negotiate and confirm rates, fees, and lock terms with customer- Lock loans in the system with agreed upon terms and manage post-lock pipeline through funding- Communicate regularly with borrowers to meet desired expectations and review requirements- Demonstrate knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and lawsNMLS #2171352: CA, DE, FL, GA, IN, KY, LA, MA, MD, ME, MI, PA, TN, TX

o Proprietary Deal Execution software solution, cloud-based CRM Software as a Services (SaaS) o Master DealCloud’s products and services, primarily focusing on Private Equity, Investment Banking, Venture Capital, Corporate Development, Mergers & Acquisitionso Serve as a key liaison for post-implementation handoff, customer onboarding, account escalations, upsell campaigns, return on investment, and customer advocacyo Generate and facilitate trainings, working sessions, educational resources and best practices to drive additional value and encourage deeper adoptiono Contribute to revenue generation through identifying upsell opportunities, key performance indicators, and expansions

Charlotte, North Carolina Area

• Enterprise level software solution, cloud-based CRM Software as a Service (SaaS)• Display expertise in all MapAnything products and applications, as well as Salesforce.com• Train and coach existing and prospective customers, conduct full product demonstrations• Build and maintain strong relationships with existing accounts to create sales opportunities, expand usage, retain existing business, and eliminate churn • Proactively offer tailored consultation to clients for maximizing current ROI, identifying needs, expanding user engagement, and adding value of appropriate MapAnything products• Manage all aspects of renewal process, proactively identify at-risk customers, negotiate contractual agreement terms, with a focus on maintaining and increasing annual revenue• Partner closely with cross-functional team members to translate business needs and product requirements into new solutions for customers

Charlotte, North Carolina Area

• Managed B2B Sales for National Lending services• Sourced, identified, onboarded, and built business relationships with Mortgage Brokers• Provided account support, financial solutions, and ensured qualifications for loan products• Educated on financial standards, government guidelines, and industry updates

Christiansburg, Virginia

Classroom instruction and corporate curriculum development, public speaking, facilitating and delivering new company process information and business changes, agent development and metrics, supervision, and team management.• Designed and facilitated programs for employees using varied classroom techniques• Optimized curriculum and process through New Hire simulated testing and Standards of Procedure protocol• Trained, developed, managed, and supervised various levels of customer service representatives• Produced #1 ranking quality team in enterprise at 115% of goal

Obtained certifications in life insurance, annuities, retirement investments, and health to service members of the Woodmen Fraternal Benefit Society. Set up investments, advised financial onsets, and determined individual household needs for coverage. Traveled extensively and held monthly membership lodge meetings for benefits, presented awards and American flags at local venues, and various public speaking.• Assessed client’s current insurance policies and customized programs to suit individual needs• Developed and implemented effective marketing strategies to attract new business• Fulfilled monthly and quarterly sales target goals by soliciting new business and retaining existing business relationships

Bachelor'S Of Fine Arts, Art/Design, Art History

North Carolina Real Estate License, Real Estate

Education record

Real Estate Broker License