Felesia Dailey Email & Phone Number

United States

15301 Spectrum Dr. #405, Addison, Tx 75001

Mortgage Loan OriginatorDuties and Responsibilities:1. Market mortgage loan programs to obtain new clients relationships.2. Develop and maintain loan process from client prospect to close of business. 3. Interview clients with needs to purchase and or refinance a home. 4. Originate loan applications and input them to the origination system, provide required estimates and disclosures, and gather required documentation and fees to process mortgage loans.5. Ensure all loans are originated, disclosed and/or re-directed accurately and timely within all established regulatory compliance requirements and timeframes.6. Ensure accurate processing is completed in a timely manner and prepare for submission to underwriting.7. If the loan is approved, take final steps to ensure a smooth closing. 8. Conduct sales presentations for realtors, builders, and financial advisors as necessary to enhance business relations.9. Perform all duties associated with running a smooth mortgage loan origination business.

California

Reverse Loan OriginatorDuties and Responsibilities:1. Market mortgage loan programs to obtain new clients relationships.2. Develop and maintain loan process from client prospect to close of business. 3. Interview clients with needs to purchase and or refinance a home. 4. Originate loan applications and input them to the origination system, provide required estimates and disclosures, and gather required documentation and fees to process mortgage loans.5. Ensure all loans are originated, disclosed and/or re-directed accurately and timely within all established regulatory compliance requirements and timeframes.6. Ensure accurate processing is completed in a timely manner and prepare for submission to underwriting.7. If the loan is approved, take final steps to ensure a smooth closing. 8. Conduct sales presentations for realtors, builders, and financial advisors as necessary to enhance business relations.9. Perform all duties associated with running a smooth mortgage loan origination business.

2190 S. Towne Centre Pl. Anaheim, Ca 92806

• Working independently, making sound business decisions related to achieving revenue goals • Strategic prospecting for business, conducting needs assessments, idea and proposal generation, presentation of recommendations.• Consistent development and management of client pipeline through CRM. Providing reliable forecasts and revenue projections. Meet all required performance metrics and perform above the assigned company goals.• Analyze clients’ advertising campaign objectives in order to prepare creative solutions.• Own the entire sales and retention cycle for each campaign working in conjunction with account analyst, client services, and the ad operations team.• For each new and existing client, complete all paperwork, including detailed insertion order instructions.• Meet with individual clients monthly, annually or quarterly to review campaign process, budgets and create new strategies.• Possess a complete understanding of product features and benefits, rates, and packages.• Monitor other media to identify opportunities to increase market share and attend business events for networking opportunities.• Meet deadlines, submit client contracts and complete monthly reports in a timely manner.• Prepare and develop presentations utilizing company resources by gathering appropriate statistics concerning market share, demographics, market volume and channel effectiveness.

625 N. Grand St. Santa Ana, Ca 92701

• Working independently, making sound business decisions related to achieving revenue goals • Strategic prospecting for business, conducting needs assessments, idea and proposal generation, presentation of recommendations.• Consistent development and management of client pipeline through CRM. Providing reliable forecasts and revenue projections. Meet all required performance metrics and perform above the assigned company goals.• Analyze clients’ advertising campaign objectives in order to prepare creative solutions.• Own the entire sales and retention cycle for each campaign working in conjunction with account analyst, client services, and the ad operations team.• For each new and existing client, complete all paperwork, including detailed insertion order instructions.• Meet with individual clients monthly, annually or quarterly to review campaign process, budgets and create new strategies.• Possess a complete understanding of product features and benefits, rates, and packages.• Monitor other media to identify opportunities to increase market share and attend business events for networking opportunities.• Meet deadlines, submit client contracts and complete monthly reports in a timely manner.• Prepare and develop presentations utilizing company resources by gathering appropriate statistics concerning market share, demographics, market volume and channel effectiveness.

Santa Ana Ca

• Penetrate and close new business opportunities• Build and cultivate relationships to maintain and grow revenue• Use data, research and insights to create consultative sales with clients• Understand how consumer marketing trends; create cross-selling and up-selling opportunities.• Obtain and understand Customers’ marketing and advertising requirements and objectives• Effectively work through internal processes and procedures to support optimization of Reporting and Sales activities• Maintain accurate and up-to-date forecasts and pipelines • Submit all planning and call reports as required.• Manage customer information/ intelligence in accordance with company policy