Sr Loan Officer / Asst Sales Manager
Key role assisting Sales Manager with finding solutions to daily sales challenges, and mentoring new loan officers. Provided mortgage options to existing H&R Block tax clients, employees, personally generated referrals, and outside telemarketing/mail leads. Recognized as Loan Officer of the month 6 times, and generated the highest sales revenue in the company in November 2003. Achieved top sales award, Circle of Excellence, in 2003, 2004, and 2005. Achieved a superior level of product knowledge to efficiently serve clients and internal team members. Consistently recognized for thinking outside the box and being a deal maker. Created and successfully implemented personal referral program to generate additional sales lead sources. Invited to participate in 3 advisory councils related to marketing, commission/compensation planning, and the development of a formal sales training program.