Carl Story
West Hills
Summary
A dynamic professional with 15+ years experience in sales & customer service. Specializes in multi-tasking and working in fast paced and demanding environments. A quick learner with exceptional communication and interpersonal skills, who thrives on executing deadlines with confidence and charisma. Able to help lead or assist others where teamwork is encouraged.
Overview
12
12
years of professional experience
Work History
Mortgage Loan Officer
Zillow Home Loans
08.2023 - Current
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Licensed Lending Officer
LoanDepot
04.2021 - Current
- Provide excellent customer service for refinances and home equity based loans across 12 different states
- Offer creative and holistic financial solutions for clients to help them successfully navigate through difficult economic circumstances and rising rates
- To date, have sourced and funded $50mm in mortgage loans for new LoanDepot customers, providing clients with significant cost savings
- Ranked #1 out of 35 peers in 2021 based on total originated loans
Sales Manager
Audi Calabasas
03.2019 - 03.2020
- Formalized sales process to enhance operations and promote acquisition of new customers
- Supported all sales team members to drive growth and development, including creating employee incentive sales contests
- Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends
- Oversaw management and implementation of new revenue strategies, sales initiatives and customer engagement tactics
F&I Manager
Audi Calabasas
12.2017 - 02.2019
- Offered vehicle financing and insurance to customers and provided them with a thorough explanation of aftermarket products and extended warranties as well as manufacturer and dealership service procedures and policies
- Maintained strong working relationships with lending institutions to secure competitive interest rates and financing programs
- Recognized as Top F&I Producer for all of DCH Lithia Highline for 2018, with over $1MM in net profits
- Understood and complied with federal, state, and local regulations affecting the new and used vehicle and finance departments
Lease Maturity Director
Audi Calabasas
10.2016 - 12.2017
- Closed an average of 18 deals per month by contacting previous customers using CRM tools to determine their goals and appropriate next steps
- Analyzed expenditures and other financial information to develop plans, policies, and budgets for increasing profits and improving services
Audi Brand Specialist
The Auto Gallery Audi
09.2012 - 10.2016
- Consistently hit and exceeded sales goals by strategically consulting with customers to assess their needs, determine budget, and describe vehicle options
- Managed the pricing negotiations and sales processes in an efficient manner
- Monetized dormant leads to increase profits
Skills
- Sales team training
- Sales & account management
- Business development & planning
- Customer service
- Cold calling & lead conversion
- Problem solving
Accomplishments
- 12/31/21, Top Loan Originator LoanDepot
- 12/31/18, Top F&I Producer DCH Lithia Highline
- Multiple, Top Salesman, Audi Calabasas
Timeline
Mortgage Loan Officer
Zillow Home Loans
08.2023 - Current
Licensed Lending Officer
LoanDepot
04.2021 - Current
Sales Manager
Audi Calabasas
03.2019 - 03.2020
F&I Manager
Audi Calabasas
12.2017 - 02.2019
Lease Maturity Director
Audi Calabasas
10.2016 - 12.2017
Audi Brand Specialist
The Auto Gallery Audi
09.2012 - 10.2016
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