Steven Kephart Email & Phone Number

• Made over 200 outbound calls daily to generate new business while helping over 100 clients purchase and finance their homes and set up files for loan processing & approval utilizing CRM software Encompass & Lodasoft.• Collaborated with senior loan officers to assist them with finding solutions to helping their clients’ loans get approved.• Developed relationships with realtors and other referral partners to self-generate business while hosting educational seminars, workshops, and… Show more • Made over 200 outbound calls daily to generate new business while helping over 100 clients purchase and finance their homes and set up files for loan processing & approval utilizing CRM software Encompass & Lodasoft.• Collaborated with senior loan officers to assist them with finding solutions to helping their clients’ loans get approved.• Developed relationships with realtors and other referral partners to self-generate business while hosting educational seminars, workshops, and webinars to provide realtors and other individuals with mortgage knowledge and how to increase their business.• Mentored newly licensed loan officers in developing extensive sales & mortgage knowledge and trained loan officer assistant to help with collecting documents and setting up files for underwriting review.• Qualified clients by reviewing their income, assets, and credit and collecting documentation to verify all information and educated them on the process of purchasing a home while providing exceptional customer service. Show less

• Led a sales team and collaborated with each team member to set goals and hold them accountable to achieve their sales quota.• Cultivated positive interactions and relationships with sales representatives, team leaders and managers, and executives to evaluate sales strategy and results.• Resolved customer issues and escalations while maintaining a positive and professional attitude to ensure customer retention and increase the rate of win-back customers.• Maintained control of the… Show more • Led a sales team and collaborated with each team member to set goals and hold them accountable to achieve their sales quota.• Cultivated positive interactions and relationships with sales representatives, team leaders and managers, and executives to evaluate sales strategy and results.• Resolved customer issues and escalations while maintaining a positive and professional attitude to ensure customer retention and increase the rate of win-back customers.• Maintained control of the entire sales process from start to finish by collaborating with clients, realtors, title companies, insurance reps, processors, underwriters, & closers• Systematized the sales process by creating standard operating procedures for each step of the process including initial application, collection of documents, pitching the mortgage product, following up with clients, disclosing the loan, processing the loan, and submitting files to underwriting for approval. Show less

Independence, Ohio

Shippensburg, Pennsylvania, United States