Wardell Je’son Smith
Charlotte
Summary
Open-minded and results-driven professional with extensive experience in finance and sales. Proven top producer in high-volume environments with strong interpersonal skills, a resilient work ethic, and a consistent ability to exceed performance metrics.
Overview
10
10
years of professional experience
Work History
Senior Benefit Consultant
GoHealth
2024.09 - 2024.10
- Sold a total of 464 Medicare Advantage policies during OEP (Jan: 153 | Feb: 147 | Mar: 164)
- Closed 218 policies during AEP (Nov:124|December:95|)
- Consistently exceeded daily and monthly sales goals
Debt Consultant 3
National Debt Relief Company
2023.05 - 2024.06
- Top producing sales rep in high-volume environment
- Averaged $1.8 million in monthly sales within 30 days of training
- Averaged 65 client enrollments per month
- Made over 150 outbound calls daily and took a minimum of 10 applications per day
Debt Consultant
Freedom Debt Relief
2022.06 - 2023.03
- Delivered consistent top-tier sales results in a fast-paced call center
- Focused on customer financial improvement through strategic consultation
Licensed Lending Officer
loanDepot
2020.06 - 2022.05
- Originated FHA, VA, Fannie Mae, Freddie Mac, and Jumbo loans
- Pulled and analyzed credit reports from TransUnion, Equifax, and Experian
- Guided clients from loan application to funding
- Served as liaison between borrowers, underwriters, and processors
Loan Officer
Freedom Financial / Consolidation Plus
2017.10 - 2020.05
- Averaged 60 funded loans per month
- Made over 150 outbound calls per day
- Sold high-interest loans (up to 22%) by showcasing customer benefit
Outbound Sales Specialist
Wells Fargo Bank
2015.02 - 2017.09
- Ranked in the top 5% of sales enterprise-wide
- Led team meetings and trainings for a 16-member sales team
- Acted as second voice and de-escalation lead on complex calls
Relationship Banker
Bank of America
2014.05 - 2015.02
- Cross-sold multiple banking products across various lines of business
- Trained bank tellers on sales techniques and internal processes
- Built long-term customer relationships, resulting in high retention
Education
Associates of Arts - General Studies
Pitt Community College
Winterville, NC01.2011
Skills
- High-volume outbound sales
- Loan structuring and credit analysis
- Consultative selling
- CRM tools (Salesforce, Five9, etc)
- Team leadership & training
- Strong verbal communication
Timeline
Senior Benefit Consultant
GoHealth
2024.09 - 2024.10
Debt Consultant 3
National Debt Relief Company
2023.05 - 2024.06
Debt Consultant
Freedom Debt Relief
2022.06 - 2023.03
Licensed Lending Officer
loanDepot
2020.06 - 2022.05
Loan Officer
Freedom Financial / Consolidation Plus
2017.10 - 2020.05
Outbound Sales Specialist
Wells Fargo Bank
2015.02 - 2017.09
Relationship Banker
Bank of America
2014.05 - 2015.02
Associates of Arts - General Studies
Pitt Community College