Experience

• 

  Quicken loans

  May 2013 - Apr 2015

  Client care specialist

  1. Reviewed loan applications to ensure completeness, accuracy, and compliance with company policies and regulatory requirements. 2. Verified borrower information, including employment, income, credit history, and assets. 3. Communicated with borrowers and loan officers to obtain necessary documentation and resolved any outstanding issues. 4. Prepared and organized loan files for underwriting review, ensuring all necessary documentation is included.

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  United wholesale mortgage

  May 2015 - now

  1. Develop comprehensive training curriculum and materials for Account Executives, covering topics such as sales techniques, product knowledge, objection handling, and closing strategies.2. Conduct engaging and interactive training sessions and role-playing exercises reinforce key concepts and skills.3. Customize training programs to address the specific needs and goals of the sales team. 4. Provide one-on-one coaching and support to Account Executives, offering feedback, guidance, and practical tips for improving performance.5. Utilize a variety of training delivery methods, including in-person sessions, virtual training, and webinars to accommodate diverse learning styles and preferences.6. Collaborate with sales leaders to identify training needs and prioritize areas for skill development and improvement.7. Mentor and support junior trainers in their professional development and growth. Show less 1. Developed comprehensive training curriculum and materials for Account Executives, covering topics such as sales techniques, product knowledge, objection handling, and closing strategies.2. Conducted engaging and interactive training sessions and role-playing exercises reinforce key concepts and skills.3. Customized training programs to address the specific needs and goals of the sales team. 4. Provided one-on-one coaching and support to Account Executives, offering feedback, guidance, and practical tips for improving performance.5. Utilized a variety of training delivery methods, including in-person sessions, virtual training, and webinars to accommodate diverse learning styles and preferences.6. Collaborated with sales leaders to identify training needs and prioritize areas for skill development and improvement.7. Mentored and supported junior trainers in their professional development and growth. Show less 1. Developed comprehensive training curriculum and materials for Account Executives, covering topics such as sales techniques, product knowledge, objection handling, and closing strategies.2. Conducted engaging and interactive training sessions and role-playing exercises reinforce key concepts and skills.3. Customized training programs to address the specific needs and goals of the sales team. 4. Provided one-on-one coaching and support to Account Executives, offering feedback, guidance, and practical tips for improving performance.5. Utilized a variety of training delivery methods, including in-person sessions, virtual training, and webinars to accommodate diverse learning styles and preferences.6. Collaborated with sales leaders to identify training needs and prioritize areas for skill development and improvement. Show less 1. Reviewed and analyzed loan applications and other financial documents to determine eligibility and risk factors. 2. Evaluated applicant's financial status, creditworthiness, and collateral to assess risk and determined appropriate terms and conditions.3. Collaborated with loan officers and processors to gather necessary information and documentation.4. Made informed underwriting decisions based on established guidelines, risk assessment, and regulatory compliance.5. Stayed updated on industry trends, regulatory changes, and best practices to maintain a high level of expertise and proficiency. 6. Communicated effectively with internal teams and external partners to facilitate the underwriting process and ensure timely loan approvals. Show less 1. Developed comprehensive training curriculum and materials for Account Executives, covering topics such as sales techniques, product knowledge, objection handling, and closing strategies.2. Conducted engaging and interactive training sessions and role-playing exercises reinforce key concepts and skills.3. Customized training programs to address the specific needs and goals of the sales team. 4. Provided one-on-one coaching and support to Account Executives, offering feedback, guidance, and practical tips for improving performance.5. Utilized a variety of training delivery methods, including in-person sessions, virtual training, and webinars to accommodate diverse learning styles and preferences.6. Collaborated with sales leaders to identify training needs and prioritize areas for skill development and improvement.7. Mentored and supported junior trainers in their professional development and growth. Show less Developed comprehensive training curriculum and materials for Account Executives, covering topics such as sales techniques, product knowledge, objection handling, and closing strategies.2. Conducted engaging and interactive training sessions and role-playing exercises reinforce key concepts and skills.3. Customized training programs to address the specific needs and goals of the sales team. 4. Provided one-on-one coaching and support to Account Executives, offering feedback, guidance, and practical tips for improving performance.5. Utilized a variety of training delivery methods, including in-person sessions, virtual training, and webinars to accommodate diverse learning styles and preferences.6. Collaborated with sales leaders to identify training needs and prioritize areas for skill development and improvement.7. Mentored and supported junior trainers in their professional development and growth. Show less 1. Developed comprehensive training curriculum and materials for Account Executives, covering topics such as sales techniques, product knowledge, objection handling, and closing strategies.2. Conducted engaging and interactive training sessions and role-playing exercises reinforce key concepts and skills.3. Customized training programs to address the specific needs and goals of the sales team. 4. Provided one-on-one coaching and support to Account Executives, offering feedback, guidance, and practical tips for improving performance.5. Utilized a variety of training delivery methods, including in-person sessions, virtual training, and webinars to accommodate diverse learning styles and preferences.6. Collaborated with sales leaders to identify training needs and prioritize areas for skill development and improvement. Show less 1. Designed and developed realistic role-playing scenarios tailored to the needs of the sales team and specific sales objectives. 2. Facilitated engaging and interactive role-playing sessions, incorporating relevant sales methodologies, objection handling techniques, and product knowledge. 3. Provided constructive feedback and coaching to Account Executives during and after role-playing exercises, focusing on areas for improvement and reinforcement of best practices.4. Evaluated performance and skill development based on predefined criteria, such as communication effectiveness, objection handling, and closing techniques.5. Collaborated with sales leaders and trainers to identify training needs and customized role-playing programs accordingly. 6. Continuously updated and refined role-playing materials, scripts, and scenarios to reflect evolving sales strategies, products, and market dynamics. 7. Tracked and analyzed performance data to measure the effectiveness of role-playing and identified opportunities for improvement. Show less 1. Evaluated recorded sales calls to assess Account Executive performance and adherence to company standards.2. Utilized scoring rubrics and guidelines to objectively assess the quality of interactions, including professionalism, accuracy, and adherence to company policies. 3. Provided constructive feedback to Account Executives based on call evaluations, highlighting strengths and areas for improvement. 4. Maintained accurate records of call evaluations and performance metrics for reporting and analysis purposes.5. Stayed updated on mortgage industry trends and best practices.6. Participated in calibration sessions to ensure consistency and alignment in scoring methodology across the team. Show less 1. Cultivated and maintained strong relationships with mortgage brokers, serving as the primary contact for mortgage-related inquiries and transactions.2. Educated partners on UWM's mortgage products, programs, and underwriting guidelines, ensuring alignment with their clients' needs and objectives. 3. Proactively identified and pursued new business opportunities through networking, prospecting, and relationship building within the mortgage industry. 4. Collaborated with internal teams to facilitate smooth and efficient loan processing and closing processes.5. Stayed informed about industry trends and regulatory changes to provide insights and recommendations for product and process improvements. 6. Maintained accurate and up-to-date records of sales activities, pipeline status, and client interactions using CRM software. 7. Provided exceptional customer service throughout the mortgage application and approval process, ensuring a positive experience for broker partners. Show less

  • Training Specialist

    May 2024 - now

  • Senior Sales Trainer

    Apr 2023 - May 2024

  • Sales Trainer

    Sept 2021 - Apr 2023

  • Senior Underwriter

    Apr 2021 - Sept 2021

  • Training Specialist

    Aug 2019 - Apr 2021

  • Senior Sales Trainer

    Nov 2017 - Aug 2019

  • Sales Trainer

    Dec 2016 - Nov 2017

  • Sales Role Play Coach

    Mar 2016 - Dec 2016

  • Call Scoring Specialist

    Oct 2015 - Mar 2016

  • Account Executive

    May 2015 - Oct 2015