Paul Caldwell

Responsible for managing inbound and outbound customer calls and guiding potential clients through the mortgage loan process.

Educate customers on mortgage options, assist with loan applicants, and help ensure that the loan closes smoothly.

As a loan officer deliver exceptional customer service through able step of the loan process and take the anxiety .

During the loan process check in and assist customers with questions.

Work in a accelerated, sometimes stressful environment to bring loan closing on time.

Build relationships with inbound call prospects and visit local referral customers to review financial options.

• Building a foundation of referral partners in the Charlotte, NC market
• Prospecting daily, using a business networking model to further establish self-generated leads
• Established relationships with Realtors, CFP, CPA, Bankers and Attorney community in greater Charlotte market.

• Enjoyed working with a proven system, performing in & outbound calls
• Leads driven by multiple aggregators, telemarketing, website traffic and self-generated
• Used Velocify, Sales Force CRM and Quantum Reverse.

• High volume direct inbound call center originations
• Purchase, Refinance and HELOC
• Market current bank portfolio both direct marketing and website traffic

• Exceptional “white-glove” customer service to wealth clients.
• Managed pipeline 21.3 million with 65 units funded
• Partnered with TIAA financial advisors' clients opening deposit accounts and refinance and purchase financing.

• Enjoyed 2 years direct inbound call center originations
• Average funding $15 - $18 Million per year
• Strong interpersonal and communication skills, with the ability to engage effectively with diverse clients.

• High volume inbound call center customer focused handle various inquiries, multi – products.
• Pipeline and funding averaged $35 - $40 Million per year
• Leveraged Wells Fargo Bank brand and loyalty of customers.

• Built referral partner relationships with realtors, builders, CPA and insurance offices
• Partnered to present home financing and first-time homebuyers’ workshops
• Averaged $10 - $15 Million per year.

• Deliver individualized floorplan to turn products.
• Credit merchandising both retail and wholesale floor planning
• Service $30 Million pipeline retail stores and established new floor plan business both self-generated and lead referral.