Tara Cruse Email & Phone Number

Sandy, Utah, United States

Equihome Mortgage, DraperLoan Officer Dec 2021 - Nov 2022 Proactively worked on incoming leads, guiding clients through the loan origination process and securing their business. Worked on incoming leads and successfully converted them into closed loans. Imported requested information into CRM system, ensuring efficient processing and follow-up. Managed loan files from start to finish, ensuring compliance and timely completion. Provided exceptional customer service, guiding clients throughout the mortgage process. Imported and managed client information in a CRM system, ensuring accurate and up-to-date data for efficient loan processing. Collaborated with clients, underwriters, and loan processors to facilitate a smooth and timely loan closing process. Assisted clients in making informed financial decisions by providing comprehensive information on loan options, terms, and rates. Maintained a thorough understanding of mortgage industry regulations and compliance standards. Placed clients in improved financial positions, delivering value and building long-term relationships.

South Jordan, Utah, United States

Utilize effective sales techniques and product knowledge to sell final expense insurance to potential clients over the phone. Maintain a strong understanding of insurance policies and regulations across more than 15 states to provide accurate information and advice to clients. Educate clients on policy features, coverage details, and exclusions to ensure a clear understanding of their insurance options. Collaborate with underwriters and insurance carriers to negotiate policy terms, rates, and coverage enhancements. Input client data into a CRM system to track leads, manage sales activities, and maintain client information. Foster meaningful connections with clients through engaging and genuine conversations, establishing trust and rapport. Consistently meet or exceed sales targets by employing persuasive communication skills and effective sales strategies.

Boise, Idaho Area

Boise, Idaho Area

Boise, Idaho Area

Bachelor Of Business Administration - Bba, Marketing

Education record