Casey Klug Email & Phone Number

Columbus, Oh, Us

Columbus, Oh, Us

Vienna, Va, Us

Dublin, Ohio, Us

Cleveland, Ohio, Us

Convert inbound premium leads into loans by promoting competitive mortgage products, services, and programs designed to improve interest rate, lower monthly payments, shorten loan term, and consolidate debt. Answer inbound leads and determined qualifications for new mortgage loan. Differentiate sales pitches to compete against other lenders. Consult with customers about current and future needs to help in achieving financing goals. Take verbal applications to gauge financial situation regarding current home, mortgage loan, income, and credit.Gather supporting income documentation, signed loan disclosures, and submit for processing and underwriting. Order third party services such as appraisals and title reports. Analyze current rates and programs to provide accurate and timely information to borrowers. Negotiate terms and conditions with borrowers. Manage personal pipeline to ensure adherence to service standards and financial goals. Stay current with new products and regulatory changes. Assist with coaching and training of current and new employees.

Retain Carrington's current customers by promoting competitive mortgage products, services, and programs designed to improve interest rate, lower monthly payments, shorten loan terms, and consolidate debt. Marketing to Carrington's existing portfolio of loans through outbound calls as well as targeted email campaigns. Convert outbound efforts into loan applications and funded loans while simultaneously doing the same with inbound inquiries from Carrington customers. Manage current pipeline of loans in process while continuing to prospect and generate new business.Gather supporting income documentation, signed loan disclosures, and submit for processing and underwriting. Order third party services such as appraisals and title reports. Analyze current rates and programs to provide accurate and timely information to borrowers. Negotiate terms and conditions with borrowers. Manage personal pipeline to ensure adherence to service standards and financial goals. Stay current with new products and regulatory changes. Assist with coaching and training of current and new employees.Delivered Results:* Rank as #1 performer in branch and company.* Won numerous awards for superior performance, including:- Peak Performer (Quarterly) - Bronze: Q1 + Q2 2020 - Silver: Q3 + Q4 2020 - Gold: Q1 + Q3 + Q4 2021- Peak Performer (Annual) - Gold: 2021 Companywide - Gold: 2021 Columbus - Team Player: 2020 Columbus* Routinely met with sales management to share best practices which led to my success.* Frequently recognized by C-Level Executives for the highest customer satisfaction reviews.

Anderson, Indiana, Us

Develop sales quotations to propose pricing of products to Honda. Communicate with cost planning, engineering, and other departments to develop a strong price strategy to support overall profit targets. Coordinate between the customer and manufacturing plants to ensure quality, cost, design, and delivery expectations are met. Maintain strong lines of communication with buyers at Honda, as well as Keihin Japan groups.

Cleveland, Ohio, Us

Convert inbound premium leads into loans by promoting competitive mortgage products, services, and programs designed to improve interest rate, lower monthly payments, shorten loan term, and consolidate debt. Answer inbound leads and determined qualifications for new mortgage loan. Differentiate sales pitches to compete against other lenders. Consult with customers about current and future needs to help in achieving financing goals. Take verbal applications to gauge financial situation regarding current home, mortgage loan, income, and credit.Gather supporting income documentation, signed loan disclosures, and submit for processing and underwriting. Order third party services such as appraisals and title reports. Analyze current rates and programs to provide accurate and timely information to borrowers. Negotiate terms and conditions with borrowers. Manage personal pipeline to ensure adherence to service standards and financial goals. Stay current with new products and regulatory changes. Assist with coaching and training of current and new employees.Delivered Results:* Rank as #1 performer in branch.- Won numerous awards for superior performance, including:- Banker of the Year in 2017 and 2018.- Banker of the Month in 2015 (2), 2016 (3), 2017 (2), and 2018 (3).* Consistently won deals over larger competitors through establishment of relationships and trust as value proposition, successfully combating company’s higher-than-average interest rates and closing costs.* Proposed lowering of interest rates for products to better compete, successfully producing more loan units and volume.

Chino Hills, California, Us

Originated and processed first mortgage loans for designated territory. Generated first mortgage real estate loans; reviewed pre-qualifications to determine appropriate programs and products for clients. Issued pre-qualification letters and disclosures. Reviewed referrals / online applications and ran credit reports. Educated realtors, brokers, and borrowers on various loan programs available to purchase and refinance homes. Audited files for completeness of information and compliance with secondary market guidelines.Delivered Results:* Passed NMLS safe test to become licensed mortgage loan originator.