Jana Lanza Email & Phone Number

Alpharetta, Ga, Us

Alpharetta, Ga, Us

Leads a high-performing sales team in achieving key metrics across loan origination and client engagement through a consultative sales approach. Develops and implements strategic coaching programs to drive team performance in talk-time, sales pitches, and loan closings, ensuring consistent alignment with regulatory guidelines. Oversees full loan approval processes by coordinating across client, vendor, and underwriting stakeholders, optimizing both processing efficiency and compliance. Demonstrates advanced proficiency in automated underwriting systems and loan origination software to streamline workflows and support team development.Top Skills: Team Performance Management | Sales Coaching & Development | Regulatory Compliance | Loan Origination | Client Relationship Management

Designed and led the strategic framework for the Business Development Department, establishing processes that boosted production and met aggressive sales goals. Conducted detailed candidate assessments and provided comprehensive training on advanced sales techniques, focusing on overcoming objections and client relationship building. Enabled team members to develop self-generated business portfolios, with data-driven insights on loan conversion rates and production reports guiding performance improvement. Orchestrated interdepartmental training sessions to ensure alignment and elevate overall operational competency.Top Skills: Strategic Business Development | Sales Process Implementation | Candidate Assessment & Training | Conversion Rate Optimization | Cross-Departmental Collaboration

Established and nurtured strong client relationships through a consultative approach, providing financial coaching on budgeting and credit analysis. Successfully maximized client outreach by fully utilizing lead acquisition resources and consistently surpassing sales targets. Developed a robust referral network by delivering exceptional service and supporting client retention, contributing significantly to ongoing business growth.Top Skills: Consultative Sales | Client Financial Coaching | Lead Acquisition Optimization | Referral Network Building | Sales Target Achievement

Focused on assessing loan eligibility and managing lead sources to generate sales, while consistently meeting monthly targets for outbound calls, application volume, and funded loans. Drove efficient and results-oriented sales processes, contributing to sustained company growth.Top Skills: Loan Eligibility Assessment | Sales Process Management | Lead Source Optimization | Target Achievement | Client Engagement