Pranay Sachdeva

• Converting Mortgage Leads into applications through calling potential clients to discuss about the mortgage products.
• Package and complete the mortgage applications and submit to the underwriting team.
• Handle the calls in and out calls regarding renewals, purchase inquiries, discharge requests. etc.
• Explaining the clients the best possible options for there mortgage needs providing the best rates available for them.
• Analyzed loan applications and credit reports to determine loan eligibility and risk level.
• Act as a first point of contact for all potential clients, sometimes even walk in and explain them the best mortgage products.

• Remained updated with latest information related to mortgage products and services being offered.
• Motivated and developed employees by creating incentives to encourage employees to excel and maintain low turnover rate.
• Creatively solved business problems while specializing in organizational development, marketing and production management with track record of meeting revenue and profit goals.
• Evaluated pay stubs, credit history, tax information and bank statements for financial status.

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· Providing accurate and up-to-date information and support to our MMS partners and their customers

· Maintain proactive contact with your MMS partners and their customers for the purpose of providing expert Protection Plan advice and achieving improved business results

· Leverage our procedure and call guide to provide correct, compliant information to your customers.

· Manage 100-150 leads at a time, with excellent organizational skills to coordinate customer appointments (target of 5 meetings per day via

· WebEx) • Share your feedback and partner feedback with the team and contribute to process, operational, and business changes by providing your insights!

● Carried out day-day-day duties accurately and efficiently.

● Proved successful working within tight deadlines and fast-paced atmosphere.

● Used critical thinking to break down problems, evaluate solutions and make decisions.

• Continually navigated issues and solved complex strategy problems affecting sales growth and business direction.
• Increased customer satisfaction ratings by successfully resolving challenges.
• Overcame various obstacles and closed sales on tough deals using strong negotiation and persuasion skills.
• Developed exceptional interpersonal, speaking and listening skills from talking with both customers and upper management.

● Evaluated company department goals and objectives with reference to sales revenue and profit targets.

● Coached, motivated and developed team of direct and indirect reports to achieve full potential and meet business objectives.

● Managed high-performing team with focus on financial analysis and pricing and cost analysis.

● Built annual sales financial plan in coordination with other sales and marketing managers.

● Talked to clients to determine expenses, income, insurance coverage, financial objectives and tax statuses to develop financial plan.

● Built positive and productive customer connections to drive consistent sales.

● Did secured and unsecured loans as lending part with optional products like home and auto insurance.

● Implemented initiatives to improve customer satisfaction and increase repeat business.

● Led project team to develop policies and procedures incorporating customer input.

• Managed customer accounts to secure customer satisfaction and repeat business.
• Trained and mentored new sales representatives.
• Retained excellent client satisfaction ratings through outstanding service delivery.
• Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.

● Monitored customer order process and addressed customer issues.

● Identified customer needs to deliver relevant product solutions and promotions and meet target budgets.

● Improved overall customer purchasing experiences to promote steady revenue.

● Reached out to customers after completed sales to evaluate satisfaction and determine immediate service requirements.

● Met with existing customers and prospects to discuss business needs and recommend optimal solutions.

• Managed sales promotions and marketing strategies on major social media sites.
• Analyzed sales and marketing data for improved strategies.
• Directed sales support staff in administrative tasks to help sales reps close deals.
• Implemented, executed and strategically expanded business channel partnerships and program initiatives.
• Developed sales strategy based on research of consumer buying trends and market conditions.
• Produced strong revenue numbers and continued promotional success with continued coaching of sales and marketing teams.
• Led crisis management team and provided quick turnaround solutions.
• Performed competitive analyses and adjusted sales and marketing strategies accordingly.
• Cultivated and maintained strategic alliances with key partners and vendors.
• Outlined marketing strategies and developed collateral in close collaboration with product management personnel.