• Used Encompass, Bankerview, and Optimal Blue to successfully originate both purchase and refinance mortgage loans that best met my client's goals and needs.
• Conversion of, primarily, inbound mortgage leads into originations with high proficiency.
• Achieved President's Club (10 or more fundings) during my third month on the floor.

• Origination of mortgage loans with Encompass, both purchases and refinances, that best met the borrower's goals and achieved the highest net benefit
• Used my strong understanding of the mortgage process to collect documentation, and oversee the process from start to finish - helping to overcome any hurtles, or obstacles to achieve a finished product (funding)
• Was one of the first chosen to be on the inbound-only team due to high application to lock conversion. Dealt, primarily, with Lending Tree leads as well as several other 3rd party transfer leads
• Achieved the Top Banker award
• Was in the top 10 for the most fundings in 2016 out of the entire Cardinal Financial Direct division
• Achieved consistently high conversion and pull through (received pull through bonuses)

• Dealt directly with consumers regarding collections and claims
• Helped consumers with feasible approaches to resolving their claims while insuring a positive experience

As a Supervisor -

• Supervised a team of several agents - making sure they achieved their goals, stayed focused, and kept a positive attitude at all times
• Worked with Agents to point out strengths and weaknesses to help them learn and grow as an employee and an individual
• Multi-tasked heavily with monitoring phone conversations, managing personal accounts, reviewing my team's accounts, and dealing directly with consumers while micro-managing (when needed) and macro-managing my team
• Helped turn around the company culture and in turn both employee's and the company itself reaped the benefits with results that could be empirically measured

• Opening and Closing outbound leads for coworkers and myself
• Training others on a variety of tasks for the call center such as opening leads and closing leads
• Scheduling energy audits and consultations

• Face to face/in house sales that involved helping clients understand the benefit of solar on their home
• Put together full solar packages that included energy efficient additions as well e.g. radiant barriers
• Helped pencil out net benefit and savings to insure solar was worth client's time and money
• Closed deals and scheduled installations