Research customers, identity key decision-makers, educate prospects and leads and generate interest andconfidence in products regularly attaining and exceeding target quota of 9 SQO’s/month● Contact leads and potential customers to generate interest in Deltek, schedule discussions and productdemos with sales teams● Use Salesforce to maintain activity, information and account overviews, analyze trends and patterns● Regularly call up to 50 prospects per day to help generate qualified leads● Work closely with account executives to develop and launch a go-to-market strategy and build a highvalue sales pipeline● Use calls, emails and Linkedin to form relationships with customers, understand pain points and providepotential solutions

● Build and manage relationships with 50+ real estate agents, financial planners, individual borrowers and housebuilders in order to help qualify and secure mortgage loans● Exceeded quota by 150%, closing more than $3MM in monthly loans● Sell and originate residential mortgages totaling in more than $100M+● Obtain, verify and compile copies of loan applicants’ credit histories, corporate statements, financial documentationand analyzed potential loan markets to develop prospects● Guide all parties throughout the loan and mortgage application process, proactively addressed questions andconcerns and ensured clients felt informed and comfortable

● Managed 700+ calls per day (inbound and outbound) to generate leads● Processed mortgage loan applications, gathered financial information and paperwork and ensured all processes werecompleted

● Oversaw bank-teller responsibilities with a focus on customer satisfaction, speed and efficiency● Managed check-cashing operations● Assisted customers with deposits, withdrawals and other banking transactions● Balanced currency, coins and checks in cash drawers, calculated daily transactions to ensure accuracy● Counted, verified and posted armored car deposits● Monitored and recorded bank vaults to ensure cash balances were accurate● Referred potential customers to bankers to open up various accounts based on their interest levels