Rob Whaling Email & Phone Number

Wilmington, North Carolina, United States

Charlotte, North Carolina, United States

• Acted as a single point of contact for clients, responsible for a pipeline of 50-100 files all pertaining to different aspects of the refinance process (application, processing, underwriting, closing, funding.)• Negotiated rates and terms for clients either refinancing or purchasing a property using a conventional or Jumbo loan• Directly audited and gave a decision of approval/denial based on qualifying circumstances such as credit, income, assets, etc.• Allocated daily tasks for my assistant to complete such as early application outreach, document collection, and taking inbound calls

Charlotte, North Carolina Area

• Exceeded performance index rating targets by at least 20% in a competitive sales-oriented environment during every month of employment. Recognized as the Top Earner (Agent 0) exceeding profit sales each quarter for the past two years by 33%. Increased customer base and generated revenue of 1 million dollars per year.• Quickly built rapport with customers and accurately assessed needs in order to make recommendations and upsell in order to achieve sales goals.• Further developed and enhanced B2C selling skills and strategies, selected to train new hires and supervise progression to ensure the highest quality of service and brand integrity has been maintained.• Expert presenter, negotiator and businessperson able to forge solid relationships with customers to generate repeat and referral business.• Consistently assessed client's root cause analysis for product failure and implemented solutions by either enforcing product knowledge or adapting product to client's internal business structure.

Charlotte, North Carolina Area

• Oversaw regional and local sales managers and their staffs in Raleigh-Durham and Charlotte regions. Scope of responsibilities include: sourcing, interviewing, and hiring talent; planning and directing staffing, training, evaluations; discussing and resolving matters• Led strategic sourcing operations for consulting services and information technology while managing a direct report• Pioneered new chapter with team in Charlotte, NC. Sourced 1300+ applicants that ultimately resulted in hiring 34 new interns

Greater Denver Area

• Developed strong sales acumen and interpersonal skills by working with clients to resolve a variety of client-facing concurrent tasks including escalations, troubleshooting, time critical issues. Maintained time sensitive records and created reports.• Participated in weekly coaching sessions to constantly improve the customer’s experience• Received several monthly awards for top service in the company• Performed quality assurance and reported incidents/errors to Supervisor

Greater Denver Area

• Maintained a high-volume workload within a fast-paced environment. Assisted an average of 350 clients in any given week and consistently met performance benchmarks in all areas (speed, accuracy and volume)• Promptly and methodically responded to customer inquiries to identify and resolve issues with initiative and good judgment.• Assisted direct shareholders with account negotiations including market trades, registration changes, and historical research. Applied customer service, market knowledge, and personal skills to increase client survey scores.• Conducted research in conjunction with multiple departments to problem solve complex situations • Promoted from handling only non-retirement accounts to 408 qualified plans, including IRA negotiations