Lance Ehlers

Personality Theorist

• Author, "Decorum Lifestyle". 155 pages.
• Build Transformative Learning Experience
• Build Training Process and Method

Coach

• Set fitness, finance, spiritual goals
• Teach the Kingdom Theology
• Teach Positive Psychology

Investing Club

• Conduct detailed analysis through technical analysis, seasonality, and sector rotation
• Utilize option flow analysis to gain valuable insights into institutional potential trading opportunities
• Monitor global and economic markets for news and developments
• Covered call & Cash secure put strategies
• Cash secured put strategies
• Collaborate with team members to evaluate trade opportunities and provide a thesis
• Discussed trading strategies with experienced traders to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions

• Effectively managed high-stress situations involving distressed clients by exercising empathy, patience, and professionalism at all times.
• Assessed credit reports and financial statements to identify potential risks and implement appropriate measures for prevention.
• Improved customer satisfaction levels by providing personalized financial advice and debt management solutions.
• Utilized analytical skills to evaluate clients'' financial situations accurately, enabling tailor-made solutions for each individual case.
• According to the Trainer, I was "top in my class". After making multiple cuts I ranked "top of that class" and had one of the highest closing ratios the week of performance review.
• Chosen to be a part of their newer division that focused on retaining customers that other divisions could not close. This division also was established to close transfer leads from affiliates.

• Make a friend
• Help customer make a informed decision
• Handle objections
• Provide great service
• Maintain numbers to reach goal
• Refinance existing portfolio
• Focused on FHA and VA streamlines while apart of Streamline team
• Handle live transfers and assist homeowners in mortgage needs
• Promoted in Six months to Core division, top 5 of the training class.
• Refinance existing portfolio and onboard new customers into Mr. Cooper
• Explained different types of loans pertaining to client situations.
• Funded 20-40 loans a month consecutively.
• Worked with processors to fix application problems and resolve issues.
• Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
• Monitored pipelines to track and log status of loans.
• Explained very technical financial information to applicants in easy to understand language.
• Proactively identified solutions for customers experiencing credit issues.
• Established plans and payoffs for customers' loans, prioritizing control of overall costs.
• Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
• Consistently met or exceeded monthly performance targets through diligent work ethic and effective time management skills.
• Managed multiple loan applications simultaneously, ensuring thorough attention to detail and adherence to deadlines.
• Maintained strict compliance with federal and state lending regulations, reducing potential legal risks.
• Improved client satisfaction with timely and accurate loan processing, maintaining a strong professional rapport.
• Proactively identified potential obstacles in the mortgage process and developed contingency plans, minimizing delays and ensuring client satisfaction.
• Conducted regular follow-ups with clients throughout the mortgage process, addressing any concerns or questions promptly.
• Facilitated smooth closings by maintaining open communication lines between all parties involved in the transaction.
• Collaborated with various departments to expedite the loan approval process for optimal customer experience.
• Streamlined mortgage application processes by implementing efficient document management systems.
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• Built relationship with client
• Help client navigate home buying and/or selling process
• Analyze Market Comparables
• Package Offer correctly for submitting to other agent
• Built relationships with other agent
• Escrow Process
• Maintain client relationship after close
• Assisted buyers with finding ideal homes by assessing needs, requirements and budgets.
• Coordinated appointments with buyers, sellers and other realtors to show buyers and tenants prospective homes.
• Wrote listings detailing and professionally highlighting property features to increase sales chances.
• Communicated with clients to understand property needs and preferences.
• Promoted sales of properties through advertisements, open houses and online advertising platforms.

• Took customers through a financial fitness program focusing on being debt free
• Trained and mentored new sales representatives.
• Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
• Developed and delivered engaging sales presentations to convey product benefits.
• Attended advanced training sessions and conferences to increase product knowledge and productivity.
• Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
• Lead classes at my local church and walk people through finance classes with the goal of becoming debt free.

• Informed customers of current store promotions to encourage additional sales purchases.
• Offered each customer top-notch, personal service to boost sales and customer satisfaction.
• Worked to build relationships with customers and built potential for additional sales.
• Listened to clients and introduced solutions to satisfy business and personal needs.
• Displayed merchandise by arranging in appealing ways to boost sales.
• Asked open-ended questions to determine needs and assisted customers in selecting appropriate merchandise.
• Improved customer service and telecommunication skills to build lasting relationships.
• Used consultative sales approach to understand customer needs and recommend relevant offerings.
• Managed customer from initial contact to closing with attention to detail to build loyalty.
• Approached browsing customers to initiate conversations to determine buying preferences.
• Provided product benefits and advantages and discussed pricing with interested parties.

• Greeting guest
• Placing orders
• Serving orders
• Making special drink orders
• Bussing tables
• Opening and Closing Store
• Handling the money at the end of the day
• Delegating task to other employees to ensure restaurant closes on time in a clean manner

• Explained menu items and suggested appropriate options for food allergy concerns.
• Bussed and reset tables to keep dining room and work areas clean.
• Cultivated warm relationships with regular customers.
• Used slow periods to restock supplies, ice, trays and delivery bags.
• Checked identification for minimum age for sale of alcoholic beverages.
• Increased sales significantly by upselling higher-end products to customers.
• Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs.