Miles Harris
Matthews
Summary
Experienced in loan origination and structuring financial solutions to effectively address client needs. Utilizing a comprehensive knowledge of underwriting guidelines and regulatory requirements, ensuring smooth processing of high-quality loans. Demonstrated track record in cultivating and maintaining strong relationships with clients and stakeholders, building trust and achieving outstanding outcomes.
Overview
17
17
years of professional experience
Work History
Senior Loan Officer
New American Funding
09.2024 - Current
- Known for building trust and lasting relationships with clients, guiding them through the home financing process with clear communication and tailored solutions
- Consistently achieved recognition as a top-producing loan officer, surpassing weekly and monthly production goals
- Successfully originated and closed new home purchase loans, maintaining a strong track record of client satisfaction and timely funding
Digital Adoption Manager
Movement Mortgage
06.2022 - 07.2023
- Managed the company's CRM system, Total Expert, ensuring sales teams were up-to-date on the latest CRM technology trends and introduced innovative solutions for enhanced usability
- Spearheaded a digital adoption strategy, offering training, user-friendly guides, and facilitating smooth transitions to new digital tools
- Collaborated with the National Marketing Support Team to optimize CRM for marketing campaigns
- Maintained open communication with internal departments like Sales, Marketing, and IT, ensuring their digital requirements were addressed
- Managed digital adoption projects, from system upgrades to new feature implementations
- Generated insightful reports using CRM data to guide marketing and sales decisions
Inside Loan Officer | NMLS # 1308388
Movement Mortgage
07.2018 - 07.2022
- Demonstrated a deep understanding of the lending process, providing clients with tailored financial solutions to meet their unique needs
- Recognized with the esteemed Movement Mortgage President's Club award for top sales
- Spearheaded a team of 8 Loan Officers, guiding them with strategic direction and mentorship
- Propelled the team to achieve top sales rankings consistently
D2C Team Lead LO
Movement Mortgage
03.2022 - 06.2022
- Guided clients through their home purchase journey, expertly navigating the intricacies of the mortgage landscape
- Consistently positioned at the pinnacle of home purchase sales
- Excelled in providing clients with tailored mortgage solutions, navigating them through complex lending processes with ease
Senior Sales Trainer
Movement Mortgage
10.2021 - 03.2022
- Championed the development and launch of a comprehensive hub designed specifically for the Movement Direct team, serving as a central resource for over 150 loan officers
- Provided invaluable training materials and guides for new hires, streamlining the onboarding process
- Played a pivotal role in bolstering the sales team's growth and efficiency
Mortgage Loan Originator
eLEND
10.2017 - 05.2018
- Specialized in guiding clients through their home purchase journey, expertly navigating the intricacies of the mortgage landscape
- Consistently emerged as the top performer in sales most months
- Built trust and rapport over the phone, effectively addressing clients' needs and closing deals efficiently
Home Mortgage Consultant
Wells Fargo
03.2016 - 09.2017
- Excelled in providing clients with tailored mortgage solutions, navigating them through complex lending processes with ease
- Consistently emerged as the top performer in sales most months
- Built trust and rapport over the phone, effectively addressing clients' needs and closing deals efficiently
Sales Manager/Retail Associate
T-Mobile
03.2008 - 03.2016
- At the forefront of driving sales and instrumental in leading and mentoring a high-performing team
- Secured a spot in the top 5% of the T-Mobile Winner's Circle for the Charlotte Mid-Atlantic region
- Proven track record and strategic approach ensured sustained growth and made an indispensable asset to the regional retail landscape
Education
Bachelor of Science - Business Administration, Finance
UNC Charlotte Belk College of Business University of North Carolina at Charlotte
12.2013
Skills
- Customer Service
- Analytics and Reporting
- Technical Support
- Sales Leadership
- User Flows
- Process Flows
- Time management efficiency
- Mortgage underwriting expertise
- Goal-oriented mindset
- Effective communication techniques
- Technological savvy
- Credit analysis proficiency
- Team leadership experience
- Superior negotiation techniques
- Strong financial acumen
- Loan origination mastery
- Analytical thinking strength
- Team player
Awards
- Movement Mortgage President's Club
- T-Mobile Leadership Summit
- T-Mobile Winner's Circle 2013
- T-Mobile Winner's Circle 2012
Timeline
Senior Loan Officer
New American Funding
09.2024 - Current
Digital Adoption Manager
Movement Mortgage
06.2022 - 07.2023
D2C Team Lead LO
Movement Mortgage
03.2022 - 06.2022
Senior Sales Trainer
Movement Mortgage
10.2021 - 03.2022
Inside Loan Officer | NMLS # 1308388
Movement Mortgage
07.2018 - 07.2022
Mortgage Loan Originator
eLEND
10.2017 - 05.2018
Home Mortgage Consultant
Wells Fargo
03.2016 - 09.2017
Sales Manager/Retail Associate
T-Mobile
03.2008 - 03.2016
Bachelor of Science - Business Administration, Finance
UNC Charlotte Belk College of Business University of North Carolina at Charlotte
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