Patrick Terry Email & Phone Number

United States

Atlanta, Georgia

Charleston, South Carolina Area

Aides Mortgage Loan Originators and/or Mortgage Companies with all aspects of licensing accreditation; assists with granting company access and sponsorship allowing for the establishment of broker- company relationships; exercises knowledge of state/national licensing requirement.Provides troubleshooting and navigation assistance through the NMLS system in order to assist users with completing required applications for licensing approval; applications include account creation and/or renewal, renewal fees, account inquiries, educational/exam information, MU form completion, state and federal background checks, credit report processing, etc. Handles and resolves a high influx of inbound calls (average of 85 calls per day) while exercising strong interpersonal communication skills with account holders.

• Prepares proposals for future scope of work, participates in contract negotiations, and oversees contract administration, while handling customer interaction to provide proper contract acquisition and fulfillment services.• Prepares bid process specifications, progress and supporting reports on a daily basis.• Provides general contract support in areas of customer interface for all contractual correspondence and contacts.

Personally identified equities that provided the greatest potential for trading opportunities on a daily basis through research, technical and fundamental analysis.Assisted with mentoring and training of new employees. Executed trades on both the short and long side based on current order flow and trading programs to gauge trading continuation. Traded approximately 250,000 shares per week for an average of $40 million per month. Collaborated with senior traders in order to gain more knowledge, insight and feedback relative to trading; analyzed daily trading videos in order to look for potential oversights and improvements in my trading.

Consulted with clients in order to find and meet their needs for insurance; prepared quotes immediately dependent on needs communicated by the client.Facilitated new business through a variety of means such as phone calls, emails and networking in excess of 40 contacts per day. Managed customer support service needs both in-office and/or via phone for over 2,000 existing clients. Conducted post-sale process including document follow up; sent out policy change confirmations and renewals; followed up with clients to ensure their satisfaction and/or resolved all issues brought forth concerning service.

Conducted outside sales calls to generate new business, anywhere from 20-50 calls a day.Processed homeowners, auto, life and commercial quotes mostly using Allstate software and some by hand.Developed relationships with existing clients and prospects through face to face meetings in the office and some over the phone. Created over 50 new clients while I was with the Duffy Agency.