Nelson Smith Email & Phone Number

• Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
• Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
• Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
• Implemented sales strategies that established relationships with realtors and other referral partners

West Hartford, Connecticut, United States

• Used consultative sales approach to understand customer needs and recommend relevant offerings.
• Boosted team profits with great time and resource management focused on meeting and exceeding sales targets.
• Maintained weekly sales tracking and leadership reports to support operational enhancement and implement corrective actions.
• Set and achieved company defined sales goals.

West Hartford, Connecticut, United States

• Interviewed applicants to assess loan requirements before suggesting offers.
• Reviewed documents for customers, before submitting and overseeing through each step of closing process.
• Collected information from banks, institutions and employers to assess applicant eligibility.
• Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.

East Hartford, Connecticut, United States

• Led a project to identify and structure current vendor relationships, including assigning internal ownership for every vendor, and conducted random audits to ensure compliance with policy and procedures.
• Accelerated corporate analytics in marketing by deriving a method to determine the method of marketing, that worked best in which state, and from which provider.
• Coordinated with CEO and led strategic initiatives to further advance the corporation
• Conducted audits of lead providers to assess quality and return on investment.