Bradley Michael Orr
Wylie,TX
Summary
Seasoned mortgage professional specializing in closing transactions, ensuring compliance with legal and financial principles for seamless closings. Expertise in communication, organization, and customer service has consistently garnered positive feedback from clients and colleagues. Proven track record of enhancing efficiency and accuracy in the closing process through diligent protocol review and implementation. Career aspirations include driving further innovation within the industry to elevate client experiences.
Talented Sales Rep successful at multi-tasking, balancing customer needs and making new sales. Builds loyalty and long-term relationships with customers while consistently reaching sales targets.
Overview
18
18
years of professional experience
Work History
Inside Sales Representative
Verizon Wireless
Irving, TX
05.2025 - Current
- Developed and maintained relationships with key clients to drive customer loyalty and retention.
- Executed sales strategies to achieve quarterly targets, enhancing overall revenue growth.
- Analyzed market trends and customer needs to identify new sales opportunities.
- Collaborated with marketing teams to create effective promotional materials and campaigns.
- Answered customers' questions regarding products, prices, and availability.
- Determined needs, delivered solutions, and overcame objections through consultative selling skills.
- Met or exceeded sales targets and quotas to contribute to overall sales goals and revenue of company.
Inside Sales Representative
Cable ONE
Phoenix, AZ
10.2023 - Current
- Cross-sold additional products or services based on customer needs.
- Reached and exceeded monthly sales targets through effective sales strategies and techniques.
- Identified customer needs by asking questions and advising on best solutions.
- Delivered superior customer support to improve account retention rate.
- Developed and maintained strong relationships with existing clients to ensure repeat business.
- Listened to customer needs to identify and recommend best products and services.
- Took inbound calls on headset, promoting products and services to secure new accounts.
Loan Closer Funder
Loan Depot
Plano, TX
06.2022 - 05.2023
- Collaborated closely with team members across departments to ensure a smooth transition during document preparation and execution phases.
- Reviewed loan documents for accuracy and completeness, ensuring all necessary information was present.
- Verified that all applicable fees were collected and properly allocated to the correct accounts.
- Tracked various stages of the loan lifecycle from origination through post-closing activities.
- Scheduled loans with attorneys to close within expiration dates.
- Reviewed client documentation and contracts for discrepancies and mistakes.
- Maintained up-to-date knowledge of federal regulations including RESPA, TILA, HMDA, ECOA.
- Coordinated with appraisers, lenders, underwriters and other parties involved in the loan process.
- Performed daily audits of loan files prior to submitting them for quality control reviews.
- Delivered excellent customer service by identifying needs and recommending custom solutions.
- Verified that all conditions of the loan have been satisfied before funding.
- Assembled and compiled documents for loan closings.
- Examined and verified information in loan application and closing documents.
- Prepared and delivered loan documents to title and escrow teams.
Business Development Manager
ESI
Plano, TX
02.2017 - 02.2022
- Identified and pursued upselling and cross-selling opportunities within the existing client base.
- Organized meetings between senior management and prospective customers.
- Identified new customers through pipelining, pre-qualification and territory analysis and management.
- Developed and significantly grew assigned territory using strong engagement and marketing skills.
- Cultivated a culture of innovation and continuous improvement within the business development team.
- Responded promptly to customer inquiries regarding their renewal status or any other related issues.
- Partnered with marketing team members on cross-promotional campaigns targeting potential new customers as well as existing ones.
- Managed customer renewals and account updates, including contact information, payment methods, product quantity.
Senior Mortgage Loan Closer
Capital One
Plano, TX
06.2012 - 01.2017
- Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
- Utilized CRM systems to effectively manage client interactions and follow-ups.
- Processed funds disbursements for closed mortgage loans according to established procedures.
- Maintained up-to-date knowledge of various loan products and compliance regulations.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Onboarded and trained new employees of company policy and procedures
- Performed QA review on multiple loan transactions for trainees during onboarding process
- Monitored progress of mortgage loans from origination through post-closing stages.
- Reviewed loan documents for accuracy and completeness prior to closing.
Mortgage Closer
Bank of America
Dallas, TX
09.2010 - 07.2011
- Recognized by management for providing exceptional customer service.
- Coordinated with title companies to ensure timely delivery of documents to settlement agents.
- Addressed and resolved applicant and borrower queries throughout the loan cycle.
- Collected and verified financial information from applicants.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Worked closely with clients to ensure a smooth transition during the loan process.
- Monitored loan progress, ensuring timely processing and closing.
- Processed payoffs from other lenders as well as escrow accounts at time of closing.
Business Sales Representative
AT&T Mobility
Plano, TX
11.2007 - 09.2008
- Followed up regularly with existing accounts via phone calls or emails.
- Drafted promotional materials such as brochures, flyers, emails.
- Maximized sales by keeping areas tidy, fully stocked and correctly priced.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Drove sales of company products and services by meeting with customers using strategic and organized approach.
- Negotiated terms of sale with customers while maintaining positive relationships.
- Identified customer needs by asking questions and advising on best solutions.
- Exceeded sales objectives, delivered outstanding and comprehensive service to clients throughout sales process, understood client objectives and created proposals to achieve goals.
Education
Some College (No Degree) -
Collin College
PlanoSkills
- Goal Achievement
- Transaction Management
- Extensive Product Expertise
- Exceptional customer service
- Cheerful and energetic
- Product knowledge
- Loan processing
- RESPA compliance
- Residential mortgage lending regulations
- Refinance expertise
- Conventional loans
- Loan modifications
- Escrow management
Timeline
Inside Sales Representative
Verizon Wireless
05.2025 - Current
Inside Sales Representative
Cable ONE
10.2023 - Current
Loan Closer Funder
Loan Depot
06.2022 - 05.2023
Business Development Manager
ESI
02.2017 - 02.2022
Senior Mortgage Loan Closer
Capital One
06.2012 - 01.2017
Mortgage Closer
Bank of America
09.2010 - 07.2011
Business Sales Representative
AT&T Mobility
11.2007 - 09.2008
Some College (No Degree) -
Collin College