Eddie Allen

Evaluates prospective clients’ financial situations and enrolls qualified individuals into debt relief programs or recommends alternative solutions. Maintains compliant client documentation in Salesforce CRM and handles high-volume calls while de-escalating challenging situations with empathy.

Led daily operations for a sales team, ensuring productivity goals and performance metrics were met. Coached and mentored team members while monitoring quality and compliance and supporting employee development and performance management.

Managed the full B2B sales cycle, including prospecting, qualifying leads, negotiating, and closing new business. Maintained an active pipeline and used CRM software to manage follow-ups while building customer relationships with tailored solutions.

Consulted with clients to identify financing needs and recommend appropriate mortgage solutions. Collected and reviewed documentation, coordinated with processors and underwriters for timely closings, and maintained compliance requirements while delivering strong customer service.

Assisted clients with residential mortgage financing by evaluating goals and recommending suitable loan products. Guided borrowers through the application process to closing and coordinated with underwriting and processing teams to support efficient, compliant loan transactions.

Earned a High School Diploma at Buckeye High School.