Client Success Manager
CurrentI am honored to manage the incredibly dedicated Client Success team at Workforce Go!
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@myworkforcego.com
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1 phone found area 704
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LinkedIn matched
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Chad Stratton is listed as Client Success Manager at Workforce Go, a with 27 employees, based in Waxhaw, North Carolina, United States. AeroLeads shows a work email signal at myworkforcego.com, phone signal with area code 704, and a matched LinkedIn profile for Chad Stratton.
Chad Stratton previously worked as Account Relationship Manager at Workforce Go! and Division Vice President at Orion Lending. Chad Stratton holds Bachelor Of Science (Bs), Marketing/Management from University Of Dayton.
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AeroLeads found 1 current-domain work email signal for Chad Stratton. Compare company email patterns before reaching out.
Self-driven sales professional with a proven track record. Adept at listening to understand then identifying needs so that a value-added solution can be reached. A deep understanding of individual needs with an ability to build strong and lasting relationships with clients and prospective partners. Comfortable in fast paced, deadline driven environments and managing complex, multi-layered sales cycles. Recognized as an extremely quick learner with tactful and persistent leadership skills, which enables exceptional client relations management skills with the ability to build trust and enhance client retention. Adept at succeeding in team focused projects and individually based assignments. Specialties: Marketing, sales, sales negotiation, promotion, real estate valuation
Listed skills include Mortgage Lending, Loans, Residential Mortgages, Sales, and 13 others.
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I am honored to manage the incredibly dedicated Client Success team at Workforce Go!
Charlotte, North Carolina, United States
I am honored to be an Account Relationship Manager on the Client Success team at Workforce Go!. Workforce Go! is a Human Capital Management SaaS provider, which delivers to our clients a robust platform to manage their Payroll, Human Resources, and Time/Labor Management. The Client Success team serves as an advocate for the client while recognizing opportunities to deliver additional services required by the client.
Charlotte, North Carolina, United States
Charlotte, North Carolina Area
Provide expert knowledge of direct loan programs through client interactions and deliver guidance in home mortgage purchasing decisions including @work programs, relocation programs, and FHA/VA mortgage programs. Collaborate and partner with wealth advisors and field personnel to drive lending volume with solid knowledge of compliance and pricing policies to maximize profitability.
Charlotte, North Carolina Area
Identified and procured referral sources and delivered informed and detailed presentations to referral sources that effectively grew mortgage volume. Researched and targeted solicitation avenues and provided proactive follow up processes. Provided cross-selling opportunities based on education anticipation of customer needs. Monitored loan roadmap from inception to delivery to ensure timely and successful results
Charlotte, North Carolina Area
Analyzed applicant financial status, credit, and property evaluation to determine feasibility of granting loans. Educated customers on various loan products and available credit options. Determined appropriate rate locks, issuance disclosures, overage and underage waivers, and fee waivers. Executed loan origination process including credit report, appraisals, and preliminary title reports. Adhered to federal and state compliance guidelines and performed daily maintenance of the loan applicant database.
Charlotte, North Carolina Area
Purchased and resold residential real estate properties to other investors and end homeowners. Researched and advised remote purchasers on large commercial properties.
Prospected, established, then grew a customer base of mortgage originators within a specified territory. Established myself as an informed industry authority on products to help grow the originations of my customer base. Collaborated and coordinated all communication with the originators to satisfy file requirements and successfully fund residential mortgages.
Other employees you can reach at myworkforcego.com. View company contacts for 27 employees →
Hallie Noble
Colleague at Workforce GoMckinney, Texas, United States
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Luis Ibarra Mendoza
Colleague at Workforce GoDenton, Texas, United States
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Clay Stauffer
Colleague at Workforce GoMissoula, Montana, United States
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Anne M Riggs
Colleague at Workforce GoCleveland, Ohio, United States
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Candace Aisenbrey
Colleague at Workforce GoFort Recovery, Ohio, United States
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Shamira Bilbo
Colleague at Workforce GoMorrisville, North Carolina, United States
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Maria Caputo
Colleague at Workforce GoMonroe, North Carolina, United States
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Yvonne Cruz
Colleague at Workforce GoEl Paso Metropolitan Area, United States
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Ynna Gumban
Colleague at Workforce GoDekalb, Illinois, United States
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Diane Griffin, Cpp
Colleague at Workforce GoCarrollton, Texas, United States
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Quick answers generated from the profile data available on this page.
Chad Stratton works for Workforce Go.
Chad Stratton is listed as Client Success Manager at Workforce Go.
AeroLeads has found 1 work email signal at @myworkforcego.com for Chad Stratton at Workforce Go.
AeroLeads has found 1 phone signal(s) with area code 704 for Chad Stratton at Workforce Go.
Chad Stratton is based in Waxhaw, North Carolina, United States while working with Workforce Go.
Chad Stratton has worked for Workforce Go, Workforce Go!, Orion Lending, Clearedge Lending, and Arc Home Llc.
Chad Stratton's colleagues at Workforce Go include Hallie Noble, Luis Ibarra Mendoza, Clay Stauffer, Anne M Riggs, and Candace Aisenbrey.
You can use AeroLeads to view verified contact signals for Chad Stratton at Workforce Go, including work email, phone, and LinkedIn data when available.
Chad Stratton holds Bachelor Of Science (Bs), Marketing/Management from University Of Dayton.
Chad Stratton is listed with skills including Mortgage Lending, Loans, Residential Mortgages, Sales, Real Estate, Banking, Mortgage Banking, and Fha.
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