Dori Dutton
Huntington Beach
Summary
To secure a position that will benefit from my 15+ years of exceptional sales experience while maintaining a strong work ethic. I am hands-on, have an excellent attention to detail, client-focused, and I am seeking a position with a dynamic company where I can utilize my persuasive communication style while working directly with clients to service accounts.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Client Advisor
Acrisure Insurance
09.2024 - Current
- Assisted in training new team members, sharing best practices and expertise in Client Advisor role.
- Strengthened client relationships through regular communication and proactive follow-up on inquiries.
- Maintained in-depth knowledge of industry trends and products, ensuring accurate guidance for clients.
- Developed strong rapport with clients through active listening and empathetic understanding of their goals and concerns.
- Managed a diverse portfolio of clients, effectively balancing priorities and meeting deadlines.
- Organized client appreciation events, strengthening relationships and encouraging repeat business.
- Contributed to company growth by identifying new business opportunities and cross-selling services.
Mortgage Loan Officer
Nexa Mortgage
03.2024 - Current
- Developed and recommended personal or commercial loan packages for clients.
- Maintained relationships with real estate agents, builders and other referral sources in order to generate business leads.
- Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans.
- Participated in team meetings, trainings conducted by management staff regarding updates on products, services offered by the company.
- Negotiated terms and conditions of loan agreements with borrowers.
- Attended industry events and seminars in order to stay abreast of changes in the mortgage banking industry.
- Monitored customer accounts throughout the life cycle of each loan transaction.
Territory Sales Executive
State Farm
06.2023 - 09.2024
- Perform daily sales calls and follow-ups, explain features and benefits, and provide additional service where needed to clients.
- Develop personalized insurance strategies for businesses across multiple sectors, including industrial, commercial, mixed retail, and food service.
- Negotiated and closed policies, maintaining a high renewal rate.
- Coordinate sales efforts with marketing programs.
- Handle policy renewals while promoting additional insurance products.
- Build strong relationships with key decision-makers, leading to repeat business and long-term partnerships.
- Collaborated with other departments to evaluate risk factors and secure appropriate coverage for clients.
- Work with current vendor base looking for outside the box opportunities.
- Maintained accurate records of all customer interactions in the CRM system.
Loan Officer / Assistant Vice President
US Bank
07.2020 - 03.2023
- Spearheaded end-to-end new business development activities, from setting up appointments to conducting comprehensive client needs assessments and effectively showcasing product features and benefits.
- Oversaw entire mortgage process including application, origination, and closing.
- Worked closely with processing and underwriting to ensure a smooth transaction from start to finish.
- Led weekly marketing meetings, enhancing company exposure and fostering new business connections.
- Collaborated with various community groups and committees to increase the bank's visibility within the local area.
- Maintained up-to-date knowledge and compliance with internal policies and procedures and verified adherence to state and federal laws, rules and regulations affecting loan institutions.
Senior Lending Officer
Bank of America
07.2018 - 07.2020
- Established exceptional client relationships to effectively handle objections and successfully close sales.
- Partnered with the sales manager to devise strategies for attaining sales goals, achieving loan quotas, and maximizing conference referrals.
- Arranged consultations with home sellers, real estate specialists, legal representatives, and builders to discover potential clientele and offer loan recommendations.
- Evaluated individual client requirements by leveraging knowledge of niche products and delivering practical solutions.
- Ensured accurate tracking of leads, sales calls, and pipeline activities by maintaining a dedicated database.
Mortgage Sales Consultant
Loandepot
08.2014 - 07.2018
- Created effective strategies to enhance company sales volume through targeted marketing initiatives.
- Managed lunchtime training sessions to drive growth in monthly sales.
- Developed long-lasting, reliable partnerships with significant clients throughout a ten-year period.
- Ensuring accurate recordkeeping by regularly utilizing CRM software for maintaining customer contacts, entering sales call activities and completing customer service calls.
- Analyzed customer needs and recommended mortgage solutions that best fit their financial goals
Mortgage Sales Consultant
Wells Fargo Home Mortgage
01.2007 - 01.2014
- Achieved continuous growth in sales production by 10% to 20% during a challenging mortgage fallout.
- Implemented creative approaches to drive increase in sales using email campaigns and direct outreach.
- Achieved growth in monthly sales volume through expert financial advice on mortgage loans.
- Boosted company sales portfolio through regular monthly educational workshops.
Education
High School Diploma -
Newport Harbor High School
Newport Beach, CA06-1985
Skills
- Sales Leadership
- Problem-solving abilities
- CRM Software
- Business Development
- Excellent communication skills
- Cold-calling
- Territory Sales Experience
- Team Building
- Vender Management
- Many years of experience in and around the LA/OC markets
Certification
- NMLS License
- Property and Causality License
- Safe Act Certified
Timeline
Client Advisor
Acrisure Insurance
09.2024 - Current
Mortgage Loan Officer
Nexa Mortgage
03.2024 - Current
Territory Sales Executive
State Farm
06.2023 - 09.2024
Loan Officer / Assistant Vice President
US Bank
07.2020 - 03.2023
Senior Lending Officer
Bank of America
07.2018 - 07.2020
Mortgage Sales Consultant
Loandepot
08.2014 - 07.2018
Mortgage Sales Consultant
Wells Fargo Home Mortgage
01.2007 - 01.2014
- NMLS License
- Property and Causality License
- Safe Act Certified
High School Diploma -
Newport Harbor High School
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