Barrett N. Terry
Anaheim,CA
Summary
Highly analytical and detail-oriented professional with 24 years of extensive experience in strategic account development. Demonstrated expertise in managing large-scale pipelines, cultivating robust client relationships and educating diverse clientele across B2B and B2C sectors. Proven track record in aligning sales strategies with company objectives, leveraging advanced technology solutions to consistently exceed company goals and drive substantial business growth.
Overview
10
10
years of professional experience
Work History
Independent Credit Manger
Elevate 1 Financial
02.2023 - Current
- Conducted comprehensive analysis of credit reports and financial profiles to assess eligibility and structure repayment plans effectively
- Educated clients on debt solutions, emphasizing strategic defaulting of unsecured debts to achieve optimal financial outcomes
- Ensured strict adherence to compliance regulations while navigating the complexities and implications of debt resolutions, providing informed guidance on benefits and disadvantages
Independent Mortgage Producer
Self Employed
09.2020 - 12.2022
- Developed and implemented B2B business channels that achieved greater than 60% reduction in marketing costs and increased revenue by over 70%
- Cultivated and maintained strong collaborative relationships with third-party providers to improve the service and efficiency of the business leading to customer satisfaction
- Collaborated cross-functionally with [departments/teams] to [achieve a specific goal, e.g., launch a new product
Independent Mortgage Producer
Self Employed
05.2018 - 07.2020
- Developed and maintained exclusive B2B relationships within the investor market, focusing on mortgage brokers and home builders
- Consulted with clients to secure financing for real estate construction and development projects, leveraging a robust lender network and implementing effective exit strategies
- Educated and trained clients on developing comprehensive scopes of work and timelines for market entry, enhancing project efficiency and profitability
Sr. Loan Officer
Impac Mortgage/CashCall Mortgage
03.2015 - 04.2017
- Ranked in the top 70th percentile for volume in originating and managing a pipeline of 60 to 80 mortgage loans, consistently exceeding performance benchmarks
- Achieved one of the highest funding ratio for investor mortgage transactions among active Loan Officers (LOs), demonstrating exceptional ability to secure financing for complex transactions
- Implemented rigorous quality assurance measures by meticulously reviewing all loan submissions, ensuring data integrity, accurate loan structuring, pricing, and compliance with pre-underwriting condition
Education
NEPQ - Neuro Emotional Technique Sales Training -
7th Level Inc
01.2024
Elite Closers University sales training -
Elite Closers
04.2024
Timeline
Independent Credit Manger
Elevate 1 Financial
02.2023 - Current
Independent Mortgage Producer
Self Employed
09.2020 - 12.2022
Independent Mortgage Producer
Self Employed
05.2018 - 07.2020
Sr. Loan Officer
Impac Mortgage/CashCall Mortgage
03.2015 - 04.2017
NEPQ - Neuro Emotional Technique Sales Training -
7th Level Inc
Elite Closers University sales training -
Elite Closers
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