Don Werner Email & Phone Number

Plymouth Meeting, Pa

Blue Bell, Pa

• Responsible for analyzing the financial and credit status of perspective mortgage loan applicants while providing useful feedback in order to set appropriate expectations.• Developed and maintained successful business relationships with all business referral sources.• Advised and educated mortgage applicants throughout the various stages of the mortgage process to ensure clarity.• Provided exceptional client experience/customer service by overseeing the loan process from origination until closing.• Utilized educational material, reference tools as well as other available resources in order to provide clients with up-to-date loan status information.• Used analytical thinking to make crucial decisions and solve daily business issues.• Consistently demonstrated a superb ability to communicate and relate to a diverse share of the market.• Excellent time management skills and ability to work with multiple clients simultaneously.

Collaborated with Director and VP to ensure compliance throughout Purchasing Department.•Worked with department heads in establishing policies and procedures necessary to remain compliant with industry regulations.•Developed and implemented processes to increase profitability and reduce costs. •Identified and resolved contractual issues with new clients.•Utilized excellent negotiation skills in persuading and educating clients in the completion of financial transactions. •Consistently demonstrated a superb ability to communicate and relate to problem clients.•Used analytical thinking to make crucial decisions and solve daily business issues.•Aided in the fluency of day to day operations. •Responsible for all outgoing employee correspondence via phone, text message and email. •Accountable for monthly expense reports for both the JG Wentworth and Peachtree brands.•Responsible for investigating and identifying all fraudulent charges on corporate credit card accounts.•Created and presented a monthly static funding report for VP of Purchasing.•Handled the JGW Facebook account and all communication with clients.•Aided the hiring process by training new employees.

Diligently managed thousands of business accounts in the Philadelphia area.•Interviewed potential employees and gave feedback to management in order to build a successful team•Managed, trained and supported teams of 4-8 people to develop highly effective staff and provide daily performance reviews •Demonstrated the ability to motivate and influence staff and peers with extensive experience instructing, supervising and contributing to their overall professional development •Accountable for coordinating timelines and responsibilities between the client and the company and managing the overall progression of the process through completion•Excellent time management skills and ability to work with multiple clients simultaneously•Consistently achieved and exceeded company goals and performance expectations and recognized as a top performer

Provided product education and product positioning to financial advisors nationwide•Created and relayed sales leads to Internal and External Wholesalers achieving over $10 million in sales•Assisted in the collaboration of advisors and wholesalers to generate sales•Developed illustrations for all products within the ING retirement line-up•Identified and disclosed contract information while recording all agent interaction•Series 6, 63, 65 and Life licensed•Scheduled and coordinated meetings and follow ups for wholesalers