Adam Rawlings
1012 Captain Av,MO
Summary
Dynamic professional with a proven track record in mortgage and sales sectors, notably at Paddio and AT&T. Excelled in relationship selling and residential mortgage lending regulations, enhancing client retention and exceeding sales targets. Skilled in negotiation and CRM software, adept at transforming challenges into opportunities, achieving outstanding customer satisfaction and revenue growth.
Overview
18
18
years of professional experience
Work History
Mortgage Loan Officer
Paddio
05.2022 - 07.2024
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Sales Agent
AT&T
01.2014 - 08.2021
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Navigated multiple software platforms concurrently while engaging customers in conversations, enhancing multitasking skills in a fast-paced environment.
- Increased customer satisfaction by efficiently handling inbound and sales calls.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Increased sales revenue by developing and implementing effective sales strategies.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Demonstrated empathy in handling difficult situations, fostering trust and loyalty among customers.
- Utilized strong problem-solving skills to quickly identify and address customer issues.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Sales Manager
JP Morgan Chase
01.2007 - 06.2013
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Met customer call guidelines for service levels, handle time and productivity.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Educated customers about billing, payment processing and support policies and procedures.
- Educated customers on product and service benefits, explaining features and answering questions.
- Answered inbound telephone calls from interested customers to persuasively discuss offerings.
- Overcame objections using friendly, persuasive strategies.
Education
High School Diploma -
Billings High School
Billings05-2005
Skills
- Goal oriented
- Relationship selling
- Loan origination
- Residential mortgage lending regulations
- Negotiation tactics
- Client account management
- Sales development
- Document review
- Objection handling
- Closing techniques
- Building rapport
- CRM software proficiency
Timeline
Mortgage Loan Officer
Paddio
05.2022 - 07.2024
Sales Agent
AT&T
01.2014 - 08.2021
Sales Manager
JP Morgan Chase
01.2007 - 06.2013
High School Diploma -
Billings High School
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