Energetic, top-producing Sales professional seeking to leverage a 12-year record of success in Mortgage Origination and most recently Sales / Account Management to transition into a Customer Success Manager / Client Services position.
Robbie Dwight
@robbiedwight
Energetic, top-producing Sales pro seeking to leverage a 12-year record of success in finance!
United StatesWhat I'm looking for
! As a top-producing customer service and mortgage professional, I bring to the table almost 10 years of client service experience, driving revenue for my current employer and providing the penultimate client experience through the loan process. At Rocket Mortgage, I’ve always had a consistent record of meeting or exceeding sales quotas and I’m one of a handful of sales professionals who have been nominated to the exclusive President’s Club, a ranking I continue to maintain.
Due to my track record of meeting and exceeding sales expectations, driving revenue growth for the company, and my extroverted people-centric attitude, I was promoted to a position at Rocket Pro to train and guide third party loan originators who’ve subscribed to our technology platform. For the last 3 years, I’ve spent my time engaging as a Customer Success Manager for these originators, coaching them to use our technology platform and leverage a mortgage as a financial tool for their clients. I maintain a portfolio of 60+ loan originators, as well as a pipeline of 100+ clients, as well as train and coach the loan originators on a weekly basis and follow up with their clients on an almost daily basis.
As much as I enjoy my current role, I believe the time is right for a change given where the mortgage industry is heading. What I may lack in direct experience, I make up for in aptitude and the ability to learn quickly.
Experience
President’s Club Sales / Account Manager, Mortgage Banking
Aug 2020 - Present (3 years 9 months)
Promoted to a Sales / Account Management role to guide and support Mortgage Loan Originators (MLOs) via a new, high-value B2B partnership with a major insurance carrier.
▪ Responsible for managing 60+ subscribers to Rocket Pro post sale, providing ongoing sales training and coaching to ensuring accuracy of mortgage loan knowledge.
▪ Deliver ongoing support (via the phone and online)
▪ Managed the front desk / reception area for five corporate buildings in downtown Detroit (operated by Quicken Loans). Provided the first impression of the company to loan candidates, their guests, and the public.
▪ Handled inbound calls from prospects and clients, directing and transferring 200+ calls per day.
▪ Communicated and problem-solved with clients to de-escalate intense situations
President’s Club Sales, Refinance & Purchase Banker, Mortgage Loan Originator
Mar 2017 - Aug 2020 (3 years 5 months)
Consistently exceeded goals in selling mortgage loans via relationship building and consultative sales methods.
▪ Sold an average of 15 loans per month culminating in $2.5 million in closed mortgage volume per month.
▪ Nominated to the President’s Club in April 2020, an accolade only given to the top 0.15% of associates. Consistently maintained sales quotas to remain a President’s Club member.
Sales & Customer Service Associate
Fathead
Dec 2013 - Feb 2014 (2 months)
▪ Managed inbound calls from customers and answered questions about products and the online-ordering platform.
▪ Delivered accurate and friendly customer service when responding to emails, phone calls, and online inquiries.
▪ Demonstrated communication and problem-solving abilities when handling merchandise returns, custom orders, and other customer issues.
Tech stack
Learn about the tools and technologies that Robbie likes to use.
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
Interested in hiring Robbie?
You can contact Robbie and thousands of other talented remote workers on Himalayas.
Message RobbieFind your dream job
Sign up now and join thousands of other remote workers who receive personalized job alerts, curated job matches, and more for free!