Mehrdad Morsali Email & Phone Number

Mission Viejo, Ca, Us

Irvine, California, United States

Developed and maintained relationships with 50+ real estateagents, financial planners, individual borrowers, and buildersInterviewed applicants to assess loan requirements beforesuggesting offersObtained, verified, and compiled copies of loan applicants' credithistories, corporate financial statements, and other financialinformationManaged and grew a loan portfolio by regularly exceeding salestargets by 20-50%Processed appraisals, loan documents, and credit documents

Newport Beach, Ca

As a Manager, I direct customer service operations with a team of 16 direct reports with inventory valued at $5M. Some of my key contributions include:Implemented sales best practices and merchandising strategies delivering an increase in revenue by 33% within three years to $6M+.Modeled exceptional customer service for staff and introduced customer-focused initiatives resulting in 90%+ customer satisfaction rating from mystery shops and customer surveys.

Lake Forest, California, United States

• Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.• Interviewed applicants to assess loan requirements before suggesting offers.• Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.• Prepared documents for customers, submitting and overseeing through each step of closing process.• Worked with underwriters to fix application problems and resolve issues.• Reviewed loan files and updated to match current standards.• Explained different types of loans pertaining to client situations.• Assisted credit officers with loan applications to originate 200 loans

Mission Viejo

In this role, I built customer relationships by resolving problems, troubleshooting, and answering technical questions for 200+ customers per day achieving increased sales, loyalty, retention, and satisfaction.

Irvine, Ca

As a Customer Service Specialist, I delivered exceptional customer service during the processing of phone and online orders and follow-up calls to guarantee satisfaction and contributed to product development activities.