Thomas Riley Email & Phone Number

Charlotte, NC, US

Bradenton, Florida, United States

Charlotte, North Carolina, United States

Charlotte, North Carolina Area

Charlotte, North Carolina Area

• Recommend loan solutions in accordance with lending guidelines and clients' requirements.
• Manage a portfolio of customer relationships. Seek prospective opportunities to retain and/or develop new clients. Responsible for sales calls.
• Develop and prepare loan solutions and cross sell products and services; review documentation to ensure compliance. Manage customer pipeline for efficiency.
• Collaborate with internal and external stakeholders to complete mortgage transactions.
• Collect and analyze customer financial information for multifaceted and/or complex borrowers.

Charlotte, North Carolina Area

• Inform prospective and existing customers of WFHM programs, rates, policies, underwriting requirements and loan procedures
• Persistently develop and maintain a network of professional relationships both inside and outside Wells Fargo that serve as a frequent source of referrals for new mortgage lending opportunities
• Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk
• Receive customer applications, quote the rate and points and complete follow-up activities with the registration lock-in
• Develop and maintain a high degree of visibility for WFHM in the marketplace

Charlotte, North Carolina Area

• Build new business opportunities to grow revenue and clients
• Qualify new business opportunities and set web meetings for review of Fleetmatics products and services
• Drive sales activity to achieve monthly revenue and unit sales targets
• Conduct WebEx sales presentations and close opportunities
• Leverage client referrals, associations and networking to identify new lead sources

Charlotte, North Carolina Area

• Consistent top producing inside sales consultant in support of the Security Choice product channel generating over a half a million dollars in gross revenue
• Perform permission-based outbound calls to customers who have requested that a security specialist call them with more information
• Identify customer needs and provide knowledgeable assistance to help customers select correct products to serve their needs
• Complete required data entry including details of the target’s responses, rep notes and any follow through actions
• Selected for highly competitive Red Ventures Manager In Training program

Charlotte, North Carolina Area

• Consistently achieved level of highest selling representative for optional debt cancellation products
• Identified and resolved customer issues and anticipated future needs by explaining/suggesting/providing additional information
• Worked to develop an in-depth understanding of the customers spoken and unspoken needs
• Identified core customer needs and persuasively presented solutions

Charlotte, North Carolina Area

• Interviewed prospects for current/future home sales, make presentations to model visitors and demonstrate the models and inventory homes of the community
• Influenced the decision making process and communicate value to buyers through in-depth needs analysis
• Maintained effective and on-going relationships with the general brokerage community
• Ensured that the sales environment and associated sales tools are maintained in excellent condition at all times

Charlotte, North Carolina Area

• Executed new home product demonstrations and influenced the decision making process for prospective buyers
• Monitored and kept neighborhood entrance, vacant home sites, sales office, model homes, landscape and completed homes in excellent condition
• Provided excellent customer service by maintaining good relationships with community buyers and prospective buyers
• Kept buyers updated as to construction start and completion dates and remained actively involved in the sales process through closing

Charlotte, North Carolina Area

• Composed customer communications for posting to the Duke Energy Web site
• Performed extensive quantitative data analysis using Excel and SQL in support of marketing program initiatives
• Led print, e-mail and Web based residential and business marketing campaigns
• Managed Web based customer applications and products
• Authored product and service marketing communications