Billy Jarrell
Monroe
Summary
Dynamic mortgage professional with a proven track record at Movement Mortgage, excelling in loan origination and client account management. Renowned for achieving high customer satisfaction and fostering strong relationships, while demonstrating goal orientation and analytical thinking to drive business growth and enhance client retention.
Overview
18
18
years of professional experience
Work History
Mortgage-loan-officer
Movement Joint Ventures Dba/ Carolina Gold Mtg
06.2024 - Current
- Achieved high customer satisfaction through prompt and accurate loan status updates.
- Facilitated selection of suitable loan products and terms aligned with client goals.
- Boosted client retention via exceptional service from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite approvals.
Branch Manager
Movement Mortgage
02.2016 - 06.2024
- Monitored branch performance against key performance indicators to ensure objectives exceeded.
- Enhanced service quality, resolving client issues promptly to improve customer satisfaction ratings.
- Oversaw daily operations, ensuring timely execution of tasks and optimal resource allocation.
- Cultivated strong relationships with high-value clients, securing loyalty through exceptional service.
Branch Manager
Imortgage - Now LoanDepot
09.2014 - 02.2016
- Exhibited strong work ethic, consistently exceeding individual sales targets while motivating team members.
- Coached and mentored sales team to enhance performance, contributing to branch success.
- Engaged in community affairs to promote favorable bank image and build public trust.
- Participated in local networking events to boost brand visibility and attract prospective clients.
Branch Sales Manager
Prospect Mortgage
02.2014 - 09.2014
- Exhibited strong work ethic by consistently meeting or exceeding individual sales targets.
- Inspired team members to achieve high performance through coaching and mentorship.
- Enhanced branch reputation through active participation in community initiatives.
- Generated positive word-of-mouth marketing by fostering goodwill within the local community.
Mortgage Loan Officer
UAMC / Lennar Mortgage
08.2009 - 12.2013
- Maintained high customer satisfaction through prompt and accurate loan status updates.
- Enhanced client retention by delivering exceptional service throughout mortgage lifecycle.
- Assisted clients in selecting appropriate loan products and terms aligned with financial goals.
- Collaborated with underwriting and processing teams to resolve issues and expedite approvals.
- Followed up on missing loan documents, guiding clients on application completion.
Loan Consultant
Shea Mortgage
05.2007 - 08.2009
- Increased client retention rates by offering exceptional service and fostering strong relationships.
- Assisted clients in securing loans by providing personalized guidance and identifying suitable products.
- Exceeded sales goals through proactive networking and lead generation initiatives.
- Interviewed prospective customers to discuss financial goals and means surrounding new construction loans.
- Compiled documentation necessary to successfully fund over 12 loans per month.
Education
Associate of Science - Business Administration And Management
Georgia State University
Atlanta, GASkills
- Goal orientation
- Relationship selling
- Loan origination and management
- Residential mortgage regulations
- Client account management
- Regulatory compliance
- Business referrals
- Credit evaluation
- Customer service excellence
- Analytical thinking
Timeline
Mortgage-loan-officer
Movement Joint Ventures Dba/ Carolina Gold Mtg
06.2024 - Current
Branch Manager
Movement Mortgage
02.2016 - 06.2024
Branch Manager
Imortgage - Now LoanDepot
09.2014 - 02.2016
Branch Sales Manager
Prospect Mortgage
02.2014 - 09.2014
Mortgage Loan Officer
UAMC / Lennar Mortgage
08.2009 - 12.2013
Loan Consultant
Shea Mortgage
05.2007 - 08.2009
Associate of Science - Business Administration And Management
Georgia State University
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