
Korey Welch
Account Executive

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About me
Mortgage Broker/Real Estate Broker, Boston MA
Education

Barry University
1998 - 2000Economics/Finance BusinessActivities and Societies: Golf Team

Seton Hall University
1993 - 1994BusinessActivities and Societies: Golf Team

Massasoit Community College
1994 - 1997Business
Experience

Ameriquest Mortgage
Sept 2002 - Mar 2004Account ExecutiveAccount Executive: Generated and followed up on leads. Counseled borrowers with credit issues. Coached and mentored new employees, providing orientation and training. • Won numerous sales performance honors, including top producer, top 10 producer and top 50 sales agent designation (companywide).• Outperformed peers to win multiple branch sales contests, including a trip for 2 to Hawaii.

Maximum Mortgage Concepts
Mar 2004 - Mar 2008Mortgage ConsultantMortgage Consultant: Sold mortgage products, developing client relationships and working with 30+ lenders. Partnered with industry professionals to drive leads. Counseled borrowers with imperfect credit. • Achieved top ranking for 3 years due to strong sales performance. • Consistently met or exceeded objectives in all sales categories.

Dell Technologies
Apr 2008 - Jan 2009Sales AssociateSales Associate: Leveraged sales acumen and skills gained during extensive company training program to persuasively present value proposition of technology products to prospective customers at all levels, including CIOs. Collaborated with account managers on sales strategy, targeting new accounts and expanding relationships with existing customers. Built and maintained productive client relationships.Key Accomplishments:• Generated nearly $1M in revenue, setting 350+ appointments and following up on leads in a declining market (Michigan).• Used consultative sales skills to outline product value for a range of customers, including network administrators and C-level technology executives.• Worked closely with strategic partners to identify new leads and tap fresh revenue streams in existing accounts as well as to manage joint sales campaigns. Show less

Accutrust Mortgage, Inc.
Aug 2010 - Feb 2024Mortgage Broker, CMPSCertified Mortgage Planner: Develop and implement sales strategies, partnering with real estate agents and creating opportunities via networking and social media and website marketing. Build and maintain customer relationships. Work with 20+ lending institutions to secure loans. Skillfully manage industry changes.Key Accomplishments:• Succeeded in a challenging economy by providing exceptional customer service and using a broad array of social media and web marketing and communication tools.• Utilized proprietary marketing tool that enhances realtor marketing and lead generation capabilities to strengthen B2B alliance and identify new customers. Show less

Loan Factory
Dec 2023 - nowSr. Mortgage Broker CMPS, at Loan Factor
Licenses & Certifications

Accident & Health Insurance License
State of Massachusetts
Certified Mortgage Planning Specialist, CMPS
CMPS Insitute
Licensed Mortgage Originator
State of Massachusetts
Life Insurance License
State of Massachusetts
Real Estate Broker
State of Massachusetts
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