Caesar Ortiz Email & Phone Number

Atlanta

Promote and develop relationships with both potential and active clients in the preparation of contracts, proposals, and statements of work.• Proactive involvement in the development, growth, and maintenance of business relationships with both potential and active Clients.• Coordinate with sales and operations in the creation of proposals, contracts, and statements of work for potential and active clients.• Assist with product and service development and execution as needed• Assist sales and marketing in the development of marketing campaigns.• Maintain CRM database for leads, opportunities, external mailings, and consistency of contacts and relationships.• Maintain a solid understanding of clients’ needs and market opportunities.• Participate in client onboarding and implementation process

Atlanta, Ga

• closed new business consistently at or above quota levels• worked well under pressure with the ability to manage and drive multiple priorities• maintained a significant number of potential business owners and generated new business• followed up on all leads and sales associates active pipeline daily• utilizing social media, advertising, association list calling, old contacts, and networking to acquire new partners for the MRF program• brought new thinking, strategies, and ideas to advance the company's values, unique culture and vision for the future.

Atlanta, Ga

• assisted loan officer and borrower with credit applications and gathering of required documentation for processing of mortgage loans• marketing of loan products to potential borrowers and referral sources• closed and documented loans in consultation with staff• assisted in overview of loan procedures and post closing for senior loan officers• develop productive relationships and maintain close communications with current and previous borrowers• build a client base of buyers and sellers through networking, mailings, advertising and telemarketing• qualified buyers for mortgages and determined the range amount for purchase property• educated loan officers, realtors and buyers on the types of mortgages available and the advantages of each in relation to their needs• performed extensive follow-up procedures to obtain new business through referrals and repurchases

Atlanta, Ga

• promoted mortgage opportunities to potential borrowers and loan officers• overviewed loan applications, screen request, negotiation of loan transactions’ and closed loans for senior loan officers• assisted loan officer and borrower with credit applications and gathering of required documentation for processing of mortgage loans• worked closely with Sr. Processors with office loan production and closing deadlines• performed weekly reports of loan status’ and production• preserved data and files relating to loan application submissions• marketed loan products and services to potential new borrowers