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
Huntington Beach, CA
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
Huntington Beach, CA
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
Southern California, CA
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
Orange County, CA
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
Huntington Beach, CA
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
Huntington Beach, CA
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
Huntington Beach, CA
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
High School Diploma -
Newport Harbor High School