Sam Phillips
@samphillips
Customer-focused professional with 10+ years in lending, automotive service, and CRM.
United StatesWhat I'm looking for
I am a customer-focused professional with over 10 years of experience across automotive services and mortgage lending, skilled at building strong client relationships and driving operational improvements. I combine hands-on technical experience with consultative sales and referral generation.
Throughout my career I have managed customer intake, scheduling, CRM data, and parts inventory while serving as the primary liaison between customers and technical teams; in lending I originated loans, coordinated closings, and developed referral partnerships with real estate and financial professionals. I use Microsoft Excel and CRM systems to analyze trends, improve processes, and support data-driven decisions.
I take pride in resolving complex customer issues, training colleagues, and delivering revenue growth through upselling and relationship management. I seek opportunities where I can apply my attention to detail, problem-solving skills, and service orientation to improve operations and customer satisfaction.
Experience
Work history, roles, and key accomplishments
Service Advisor
Rickenbaugh Infiniti
Nov 2022 - Present (3 years 2 months)
Manage scheduling, customer intake, and CRM data entry to ensure seamless service appointments; serve as primary liaison to improve communication and customer satisfaction while upselling services to drive revenue.
Loan Officer
Bestrates Mortgage
Feb 2019 - Nov 2022 (3 years 9 months)
Developed and maintained referral relationships, guided clients through mortgage applications ensuring compliance, and coordinated with lenders and title companies to facilitate smooth closings.
Loan Officer
Gold Financial
Sep 2018 - Feb 2019 (5 months)
Originated mortgage loans, educated clients on financial options, and directed training classes of 25–30 real estate professionals while serving as an accountability coach.
Loan Officer
Mortgage Solutions Financial
May 2018 - Sep 2018 (4 months)
Originated and processed residential loans while building referral partnerships to grow the loan pipeline.
Loan Officer
Bestrates Mortgage
Nov 2016 - Apr 2018 (1 year 5 months)
Sourced leads independently and managed loan applications from origination through closing to maintain pipeline and conversion rates.
Automotive Technician
Infiniti of Denver
Feb 2013 - Nov 2016 (3 years 9 months)
Diagnosed and repaired vehicles, managed parts orders, and trained new technicians to improve shop throughput and service quality.
Tire Technician
Discount Tire Co.
Oct 2011 - Feb 2013 (1 year 4 months)
Performed tire services and managed large weekly inventory shipments to support efficient shop operations and customer satisfaction.
Loyalty Specialist
Echostar
Dec 2010 - Oct 2011 (10 months)
Handled billing, retention, and troubleshooting for Dish Network customers, improving retention and resolving complex account issues.
Education
Degrees, certifications, and relevant coursework
Club MTI
NMLS Licensing Course, Mortgage/NMLS Licensing
Completed NMLS licensing course to support mortgage loan originator activities.
ESEmily Griffith Opportunity School
Automotive Technology Coursework, Automotive Technology
Completed automotive technology coursework to develop vehicle diagnostic and repair skills.
FCFront Range Community College
General Studies, General Studies
Completed general studies coursework contributing to foundational academic preparation.
High School Diploma
High School Diploma, General Education
Earned high school diploma in 2009.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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