Tara King
Lake St Louis,MO
Summary
Focused Independent Sales Representative possessing strong problem-solving, influence and negotiation skills. Offering a 20 year background identifying opportunities and growing a sales base by establishing strong customer relationships. Team player with winning attitude and a passion for helping people.
Overview
20
20
years of professional experience
1
1
Certificate
Work History
Financial Representative
Northwestern Mutual
06.2024 - Current
- Work with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Build strong relationships with clients through transparent communication and trust-building activities.
Realtor
Levin Rinke Realty
07.2019 - 05.2024
- Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
- Wrote contracts to outline sales and purchases of properties.
- Leveraged market knowledge and analysis to provide guidance and advice on best options for clients.
Server
The Grand Marlin
05.2023 - 05.2024
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
Mortgage Loan Partner (Remote)
American Mortgage Solutions
03.2023 - 10.2023
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Developed and implemented marketing campaigns to generate new business opportunities.
Mortgage Loan Partner (Remote)
McGowan Mortgage
12.2021 - 02.2023
- Assisted in developing a team by conducting interviews, training new team members and implementing systems.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Frontline Sales
Wyndham Destinations
01.2019 - 06.2019
- Presented and promoted timeshare properties to prospective buyers, offered property tours, and addressed questions and objections.
- Responsible for understanding needs and preferences of potential buyers and provided information about timeshare, contract terms, and fees.
Mortgage Loan Originator
Beach Community Mortgage
04.2018 - 12.2018
- Connected clients with the right mortgage solutions for their real estate needs.
- Assessed clients' financial situations, guided them through the loan application process, and ensured loan approval while providing exceptional customer service.
- Attended networking events to cultivate referral relationships.
Mortgage Banker
Homesite Mortgage
02.2017 - 02.2018
- Fielded customer complaints and provided solutions.
- Monitored portfolio performance and provided clients with periodic updates on loan progress.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Mortgage Loan Originator
Commerce Bank
12.2013 - 12.2016
- Managed book of business for a 7 branch territory and partnered with bank financial advisors.
- Set up meetings with clients, collected and analyze information regarding customer income, assets, investments and debts to determine appropriate product and followed through with entire loan process.
- Worked with clients to identify their financial goals and to find ways of reaching those goals.
Mortgage Loan Underwriter
Wells Fargo
04.2012 - 10.2013
- Analyzed and verified applicant income, assets and credit history to support compliance with underwriting guidelines.
- Verified integrity of applicants' information to minimize fraud.
- Approved or denied loans based on established criteria and underwriting guidelines.
Executive Response Specialist
Citi Group
05.2009 - 04.2012
- Resolved most complex customer’s inquiries including high profile customers and Presidential/Executive escalations.
- Maintained quality and production standards as defined by business with top team ratings and 100% audit scoring.
- Negotiated resolutions with consumers following escalation team goodwill guidelines.
Realtor Sales Associate
Re/max Properties West
02.2005 - 04.2009
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Developed and maintained relationships with clients through networking, postcards, and cold calling.
- Educated clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.
Education
Associates - Occupational Studies
Heritage College
Oklahoma City, OK2003
Skills
- Sales Development
- Analytical and Critical Thinking
- Effective Communication
- Financial Data Collection
- Customer Relationship Management
- Financial Advisement
- Networking and Partnership Development
- Marketing Expertise
- Mortgage Loan Origination
- Relationship Building
- Mortgage Underwriting
- Goal-Oriented
Certification
Military Relocation Specialist (MRP)
Affiliations
- Pensacola Association Of Realtors
- Military Affairs Committee
- Women Empowering Women
- Greater Navarre Area Board Of Directors
Timeline
Financial Representative
Northwestern Mutual
06.2024 - Current
Server
The Grand Marlin
05.2023 - 05.2024
Mortgage Loan Partner (Remote)
American Mortgage Solutions
03.2023 - 10.2023
Mortgage Loan Partner (Remote)
McGowan Mortgage
12.2021 - 02.2023
Realtor
Levin Rinke Realty
07.2019 - 05.2024
Frontline Sales
Wyndham Destinations
01.2019 - 06.2019
Mortgage Loan Originator
Beach Community Mortgage
04.2018 - 12.2018
Mortgage Banker
Homesite Mortgage
02.2017 - 02.2018
Mortgage Loan Originator
Commerce Bank
12.2013 - 12.2016
Mortgage Loan Underwriter
Wells Fargo
04.2012 - 10.2013
Executive Response Specialist
Citi Group
05.2009 - 04.2012
Realtor Sales Associate
Re/max Properties West
02.2005 - 04.2009
Associates - Occupational Studies
Heritage College
Military Relocation Specialist (MRP)
Licenses
Mortgage Loan Originator
Real Estate Salesperson
Life, Health & Annuity
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