- I work with both end user clients and vendors. - My job is to understand the needs of the borrower to structure the best equipment finance loan package for them and their businesses financial goals. - Simultaneously it is my objective to show the equipment vendor/dealer a polished process from start to finish with goals of onboarding them to refer business directly to First Citizens Bank and myself.- Building a vendor referral pipeline from vendor direct acquisition call campaigns

- Responsible for taking inbound lead flow, and outbound dialing prospecting - Work directly with new prospective clients daily as the front line of our brand- Inbound lead flow off of client direct mailers was our primary lead source, my job was to engage the client and discover opportunities to help provide financial solutions via our refinance products to ultimately build a sales presentation and turn that client into new business.- I would facilitate the process from application through funding, working with my processing & underwriting team to communicate needs to the borrower to get the deal closed quickly and efficiently.- Tasked with restructuring and reselling deals on the way to the closing table if qualifying issues arose mid process. - Made the client experience a key focus maintaining a 4.9 out of 5 star client satisfaction rating on our client review website over 2.5 years- Consistently preformed in the top 20% month in month out.- worked as a full time remote employee from 9/2020 through 4/2022 after relocation to Atlanta, while still maintaining high production and client service ratings.

- Consumer direct mortgage origination. - Both inbound and outbound dialing campaigns to prospect new business. - Competed daily in a highly competitive industry where clients are fielding multiple calls and offers at the same time with my focus on reviewing clients personal/financial goals to structure the best overall package setting myself apart from the others to earn the business. - Building presentations, closing the deal then working with the processing & underwriting team to get the deal from application through funding and beyond.

- Mortgage Loan Originations in a broker model.- I consistently ran with a pipeline of 20+ active deals while collecting client documentation needed for underwriting with a daily focus of filling the top of funnel while actively working to fund deals in the pipeline.- This was a consumer direct lending model with both inbound and out bound client prospecting everyday. - Our focus was FHA and VA Streamline refinance loans, while also offering a full book of conventional lending products through Fannie Mae, Freddie Mac, FHA and VA for both new home purchase and refinance transaction types. - We offered product options through as many as 10 different wholesale lenders so product and guideline knowledge was key to success. - Inbound call flow was heavy so time management and efficiency were key to operating at a high level.

- Competed daily in a highly competitive market prospecting both inbound and outbound prospects via online lead providers such as Lending Tree, Bankrate.com, ZILLOW.com, lowermybills.com, etc.- Work through many objections up front on most calls to build relationships with potential clients to learn about their financial situations and identify areas where we can provide value with the intention to earn their business by setting myself apart from the handfuls of different lenders all calling them at the same time. - Presented financial solutions, closed deals, and worked as a liaison for the client taking them from application through funding. Collected supporting documents and was the main point of communication between processing & underwriting and the clients. - Tasked with managing pipeline and driving top of funnel business daily.- Was one of 5 select members on the initial LOANPAL pilot program; targeting the 'A paper' borrowers with the most aggressive pricing structures, streamlined processing with a target on white glove service and efficient processes. Had to average 15+ fundings per month to remain eligible. This was an elite program.

- Assisted in building and opening the Phoenix web center- played a key role in developing and launching Freedom Mortgage's first consumer direct (online lead buy based) lending model with lead buy relationships with Lending Tree, Lowermybills.com, ZILLOW.com and others.- Transitioned back to portfolio retention on strictly VA streamline refinance programs on a heavy outbound dialing campaign.

- Personally originated over 300 million dollars in residential home loans over 4.5 years- Reviewed over 5500 consumer credit reports to identify client pain points and opportunities to provide financial benefits for them and their families- worked in 2 sales models; full service application to closing with processing; and power banking where we just took calls all day to originate as many front end deals as possible month in month out. submit a full application file to processing and then repeat. Often originating and submitting 30-40+ deals per month and keeping up with specific performance and metric based KPI's. - Was a part of the future leaders program and ran many sales trainings for both new and veteran bankers to sharpen skills and elaborate on best practices to help driver production- Consistently performed in the top 25% of title group for originations, funding percentage and client satisfaction ratings.