Mason Rees Email & Phone Number

Educate current clients in my territory on additional OB services. Upsell OB products.

Plano, Tx

Educate, advise and deliver services to existing clients.

Originally hired to build and manage the Training and Implementations department of this mortgage program and pricing engine.Developed a training program for both new clients and new employees Account Executive to Trainer to Sales. Responsible for identifying and developing relationships with potential integration partnersAs an Account Rep I was responsible for Sollen’s largest clients. While in Implementations I was responsible for training new customers and new employees and setting up new accounts.I also took on the duties of designing and writing the Sollen Users Manual for both end users and admin. Moved to Sales I have taken the responsibility of Advertising and Marketing including Public Relations. Had multiple published articles in trade publications as well as many press releases

Conduct 4 day training class, either on-site or in-house, to instruct customers on all aspects of our loan origination software.Responsible for system enhancement and project testing.Provide customer support.Agency Coordinator: the main contact and support between our customers, our software and FNMA and FHLMC.

Established and built relationships with mortgage companies for the purpose of selling Bank of America Mortgage products.Scheduled and conducted on-site sales presentations with clients (included CEO’s, company presidents, secondary marketing officers, and Loan Officers).Attended industry specific conferences to stay abreast of current market trends.Responsible for managing team profit and loss and cross-selling outside of traditional product parameters in order to collect additional fee income.Member of Correspondent Lending Marketing Committee.Member of Customer Experience Leadership Committee.

Bba Marketing, Business Administration And Management, General

Psychology