Patrick Gillis

Patrick Gillis Email and Phone Number

Senior Loan Officer - NMLSR ID: 1205642 GA ID: 57772 @ Barrett Financial Group LLC
Canton, GA, US
Patrick Gillis's Location
Canton, Georgia, United States, United States
Patrick Gillis's Contact Details

Patrick Gillis work email

Patrick Gillis personal email

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About Patrick Gillis

I'm a mortgage loan officer who helps clients/ investors with a purchase loan or refinance loan to meet their financial needs.

Patrick Gillis's Current Company Details
Barrett Financial Group LLC

Barrett Financial Group Llc

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Senior Loan Officer - NMLSR ID: 1205642 GA ID: 57772
Canton, GA, US
Patrick Gillis Work Experience Details
  • Barrett Financial Group Llc
    Senior Loan Officer - Nmlsr Id: 1205642 Ga Id: 57772
    Barrett Financial Group Llc
    Canton, Ga, Us
  • Newkey Lending
    Mortgage Loan Officer
    Newkey Lending Oct 2024 - Present
    Kennesaw, Georgia, Us
    Responsible for mortgage client/ investor purchase and refinance sales relating to investor properties.• Built and established client/ investor relationships. Increased account base in the first month.• Established network of clients/ investors using innovative sales approaches to drive business goal.• Built and established excellent interpersonal relationships with clients/ investors & realtors. Responsible for mortgage purchase investor and refinance investor sales relating to investor properties.
  • Beyond Finance
    Certified Debt Specialist
    Beyond Finance Mar 2024 - May 2024
    Chicago, Il, Us
    I provide loan and debt consolidation services.• Used debt industry knowledge to thoroughly educate clients of their different options and how debt settlement differs from each.• Informed clients of how each option can positively and/or negatively affect their credit.• Generated an average of 120 - 150 phone calls daily to new and previously contacted clients regarding programs.• Used effective selling and relationship building techniques to close each sale.• Generated over $75,000 in settlement fees during first month of employment.
  • Barrett Financial Group Llc
    Senior Loan Officer - Nmlsr Id: 1205642 Ga Id: 57772
    Barrett Financial Group Llc Jun 2023 - Jan 2024
    Gilbert, Arizona, Us
    Mortgage Broker- Responsible for selling and brokering home financial products relating to the mortgage business.• Expert in knowing my mortgage programs to help customers secure the best loan for them.• Surpassed personal sales targets by 100% to 200%. • Built and established excellent interpersonal relationships with Clients & Realtors by closing loans quickly & efficiently.
  • Questrock Llc
    Senior Loan Officer - Nmlsr Id: 1205642 Ga Id: 57772
    Questrock Llc May 2023 - Jun 2023
    Responsible for mortgage sales relating to purchase & refinance loans.• Expert in knowing my mortgage programs to help customers secure the best loan for them.• Niche Loan Officer helping self employed with bank statement/ 1099 loan programs.• Built and established relationships with Realtors. Increased account base by 15% in first month completely self sourced. • Established network of clients by providing excellent customer service. • Built and established excellent interpersonal relationships with Clients & Realtors by closing loans quickly & efficiently.
  • Amerisave Mortgage Corporation
    Senior Loan Officer - Nmlsr Id: 1205642 Ga Id: 57772
    Amerisave Mortgage Corporation Mar 2020 - Jan 2023
    Atlanta, Ga, Us
    Responsible for mortgage purchase and refinance sales relating to home mortgages.• Built and established client relationships. Increased account base by 25% in first month.• Established network of clients using innovative sales approaches to drive business goal of 35%.• Built and established excellent interpersonal relationships with Clients & Realtors.
  • Paramount Residential Mortgage Group Inc. (Prmg Inc.)
    Senior Loan Officer - Nmlsr Id: 1205642 Ga Id: 57772
    Paramount Residential Mortgage Group Inc. (Prmg Inc.) Oct 2019 - Mar 2020
    Corona, Ca, Us
    Responsible for mortgage sales relating to purchase & refinance loans.• Expert in knowing my mortgage programs to help customers secure the best loan for them.• Built and established relationships with Realtors. Increased account base by 15% in first month completely self sourced. • Established network of clients by providing excellent customer service. • Built and established excellent interpersonal relationships with Clients & Realtors by closing loans quickly & efficiently.
  • Caliber Home Loans
    Senior Loan Officer - Nmlsr Id: 1205642 Ga Id: 57772
    Caliber Home Loans May 2018 - May 2019
    Boston, Massachusetts, Us
    Responsible for mortgage sales relating to home financial products.• Built and established relationships with Realtors. Increased account base by 30% in first month completely self sourced. • Established network of clients using innovative sales approaches to drive business goal of 25%. • Built and established excellent interpersonal relationships with Clients & Realtors.
  • Union Home Mortgage Corp.
    Senior Loan Officer - Nmlsr Id: 1205642 Ga Id: 57772
    Union Home Mortgage Corp. Aug 2017 - Apr 2018
    Strongsville, Oh, Us
    Established network of Realtors using innovative sales approaches to drive business goal of 20%. • Visited new clients and reaffirmed current business relationships, ensuring continued sales by 20%.. Specialize in doing purchase loans for Realtors.
  • Wells Fargo Home Mortgage
    Home Mortgage Consultant At Wells Fargo - Nmlsr Id: 1205642
    Wells Fargo Home Mortgage Feb 2016 - Aug 2017
    San Francisco, California, Us
    Home Mortgage Consultant- Responsible for mortgage brokerage sales relating to home financial products.• Delivered effective business to business sales presentations to banks and real estate offices to drive business 20%. • Increased account base by 15% in first month of business through assertive sales and consistent follow-up. • Established network of Realtors using innovative sales approaches to drive business goal of 20%. • Visited new clients and reaffirmed current business relationships, ensuring continued sales by 10%.
  • Cbc National Bank - Mortgage Division
    Mortgage Loan Officer
    Cbc National Bank - Mortgage Division 2014 - 2016
    Alpharetta, Georgia, Us
    Banker/ Broker- Responsible for selling and brokering home financial products relating to the mortgage business.• Surpassed personal sales targets by 100% to 200%. • Built and established excellent interpersonal relationships with clients. • Recognized for outstanding sales numbers that surpassed previous year’s record.
  • Northside Motors Inc
    Finance Manager
    Northside Motors Inc 2012 - 2014
    Finance Manager- Responsible for selling products for the sales and leasing of automobiles.• Established business to business relationships with local lenders to secure best loan for customer.• Increased finance revenue by 30% by delivering strong presentations to customers. • Built and established excellent interpersonal relationships with clients. • Recognized for sales numbers that surpassed previous finance manager.
  • Rick Case Hyundai
    Finance Manager
    Rick Case Hyundai 2011 - 2012
    Finance Manager- Responsible for selling products for the sales and leasing of automobiles.• Surpassed personal sales targets by 100% to 150% by using natural talent in delivering outstanding customer service and presentations.. • Recognized for sales numbers that surpassed previous finance manager’s.• Managed all aspects of the selling process relating to the financing and leasing of automobiles.• Highest customer satisfaction while maintaining highest back end profit.

Patrick Gillis Skills

Customer Satisfaction Finance Process Improvement Financial Analysis Team Building Management Strategic Planning Strategy Automotive Marketing Strategy Customer Service Sales Management Negotiation Forecasting Cross Functional Team Leadership Business Process Improvement Start Ups Product Development Business Strategy Business Analysis Competitive Analysis Strategic Financial Planning Analytics Corporate Finance Credit Small Boat Operations Management Consulting Insurance Managerial Finance Financial Modeling Resource Trained Adp Trained Reynolds Trained Jm&a Trained

Patrick Gillis Education Details

  • Malone University
    Malone University
    Business Management

Frequently Asked Questions about Patrick Gillis

What company does Patrick Gillis work for?

Patrick Gillis works for Barrett Financial Group Llc

What is Patrick Gillis's role at the current company?

Patrick Gillis's current role is Senior Loan Officer - NMLSR ID: 1205642 GA ID: 57772.

What is Patrick Gillis's email address?

Patrick Gillis's email address is pg****@****ave.com

What is Patrick Gillis's direct phone number?

Patrick Gillis's direct phone number is +140445*****

What schools did Patrick Gillis attend?

Patrick Gillis attended Malone University.

What are some of Patrick Gillis's interests?

Patrick Gillis has interest in Triathalons, Skiing, Sailing, Running, Tennis, Foodie, Travel.

What skills is Patrick Gillis known for?

Patrick Gillis has skills like Customer Satisfaction, Finance, Process Improvement, Financial Analysis, Team Building, Management, Strategic Planning, Strategy, Automotive, Marketing Strategy, Customer Service, Sales Management.

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