Jordan Ledford
Charlotte
Summary
Dynamic professional with a proven track record at Movement Mortgage, enhancing loan processing efficiency and minimizing risk through meticulous attention to detail and proficiency in mortgage software. Excelled in outside sales at Donovan Marine, boosting territory sales through strategic client relationships and problem-solving skills. Demonstrates exceptional teamwork and customer service capabilities.
Overview
12
12
years of professional experience
Work History
Pre Closer
Movement Mortgage
06.2020 - Current
- Provided exceptional customer service, addressing concerns promptly and professionally.
- Collaborated with underwriters to obtain necessary approvals for loan closure.
- Participated in training sessions to stay updated on industry regulations, ensuring compliance throughout the pre-closing process.
- Collaborated closely with escrow officers to resolve any discrepancies or issues that arose during funding.
- Identified potential red flags in loan applications, minimizing risk exposure for the company.
- Demonstrated proficiency in various mortgage software programs, enabling swift execution of tasks within tight deadlines.
- Ensured accurate title searches for timely closings and minimal errors.
Outside Sales Representative
Donovan Marine
01.2019 - 05.2020
- Increased territory sales by building strong relationships with key clients and identifying new business opportunities.
- Visited customer locations to evaluate requirements, demonstrate product offerings, and propose strategic solutions for diverse needs.
- Established new accounts through cold calling and personal visits to potential customers.
- Exceeded monthly sales targets and quotas consistently.
- Contacted new and existing customers to discuss ways to meet needs through specific products and services.
Tax Preparer
James Larry Ledford CPA
01.2013 - 11.2019
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
Education
Tax Preporation -
Ashworth College
Norcross, GA07.2013
Radio And Television Technology - Communications
Carolina School of Broadcasting
Charlotte, NC05.2004
Skills
- Teamwork
- Teamwork and collaboration
- Customer service
- Problem-solving
Timeline
Pre Closer
Movement Mortgage
06.2020 - Current
Outside Sales Representative
Donovan Marine
01.2019 - 05.2020
Tax Preparer
James Larry Ledford CPA
01.2013 - 11.2019
Tax Preporation -
Ashworth College
Radio And Television Technology - Communications
Carolina School of Broadcasting
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