Jordan D

Remote Account Manager

ClearOne Advantage • Período integral

Jan 2018 - Present • 8 yrs 10 mos

• Communicated with customers to develop efficient, tailored debt settlement programs, helping clients achieve debt freedom using consultative financial planning skills. • Negotiated with creditors to secure optimal and cost-effective payment plans, leveraging extensive knowledge of creditor guidelines to maximize client savings. • Collaborated with creditors and Global Client Solutions to resolve issues and maintain repayment plan compliance, ensuring program success for clients throughout the process. • Troubleshot and resolved client program

Licensed Mortgage Loan Officer

Contour Mortgage Corporation • Período integral

Jan 2015 - Jan 2018 • 3 yrs

• Originated mortgage loans and refinances by accurately completing 1003s and collecting borrower documents, ensuring loans closed and funded efficiently. • Advanced from telemarketer to Mortgage Loan Originator by consistently demonstrating strong performance and earning management’s trust. • Managed a mortgage pipeline exceeding $2.5 million, ensuring timely processing and successful closings for multiple clients. • Conducted outbound sales calls to discuss mortgage opportunities, generating new business and expanding client base. • Initiated the mortgage loan origination process, guiding clients through initial steps to ensure smooth application experiences. • Negotiated with homeowners regarding refinances and cash-out opportunities, securing favorable terms and increasing client satisfaction. • Maintained client files and managed communications through closing, ensuring accuracy and timely completion of all documentation. • Scheduled appointments between homeowners and notaries, coordinating necessary signings to facilitate seamless loan processing.

Field Service Representative

Constellation Energy • Período integral

Jan 2014 - Jan 2015 • 1 yr

Generated new business through door-to-door sales, consistently meeting commission-based targets and expanding customer base. Provided exceptional customer service by greeting potential clients and advising them of new rates, building rapport and trust. Achieved Sales Achievement recognition 3 out of 4 consecutive months, demonstrating strong sales performance.