Tommy Potts
Tustin,CA
Summary
Dynamic Sr. Loan Advisor with a proven track record at Freedom Mortgage Corporation, excelling in superior customer service and strategic decision-making. Achieved consistent loan closures while managing diverse portfolios, demonstrating proactive problem-solving and ethical business practices. Recognized for driving revenue growth and fostering strong client relationships in a competitive market.
Overview
31
31
years of professional experience
Work History
Sr. Loan Advisor, Director of Sales, VP Sales
Freedom Mortgage Corporation
04.2019 - Current
- Assisted clients in understanding loan options and requirements.
- Provided support in processing loan applications and documentation.
- Conducted preliminary assessments of client financial situations for eligibility.
- Achieved successful loan closures by diligently managing client relationships throughout the entire application process.
- Maintained up-to-date knowledge of current lending regulations, ensuring compliance with all applicable laws and policies in every client interaction.
- Managed a diverse portfolio of loans while consistently meeting or exceeding sales targets set by management.
Sales Manager
Synergy One Lending, Inc.
12.2018 - 04.2019
- Developed and implemented sales strategies to drive revenue growth.
- Led a team of sales representatives, providing mentorship and training.
- Conducted regular performance reviews, setting goals for continuous improvement.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
Sales Manager
Bridgeview Bank
05.2018 - 01.2019
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Utilized CRM systems to track sales activities and forecast future performance.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
- Provided ongoing training and mentorship for junior sales staff, fostering professional development and career growth.
- Assisted in recruiting top talent for the sales team, contributing to a high-performing work environment.
Sales Manager
Pacific Union Financial
12.2017 - 05.2018
- Implemented CRM systems for better tracking of leads, improving follow-up processes and communication within the team.
- Enhanced team performance with comprehensive training sessions, focusing on product knowledge and sales techniques.
- Fostered culture of continuous improvement, encouraging feedback and implementing best practices in sales operations.
- Enhanced sales team morale and cohesion, organizing team-building activities and maintaining open communication channels.
- Developed competitive analysis framework, enabling proactive adjustments to sales tactics and strategies.
Loan Officer
Freedom Mortgage Corporation
02.2016 - 12.2017
- Evaluated borrower creditworthiness to determine loan eligibility and risk levels.
- Developed customized loan solutions aligning with client financial goals and needs.
- Guided clients through mortgage application process, ensuring compliance with regulations.
- Collaborated with underwriting teams to expedite loan approval and funding processes.
- Mentored junior loan officers on best practices in client relations and loan processing.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
Loan Officer
PHH Home Loans - RMR Financial, Dba Mortgage California
04.2014 - 02.2016
- Fostered relationships with real estate agents to generate referral opportunities for new loans.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
- Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
Loan Officer
PrimeLending
10.2007 - 10.2013
- Examined customer loan applications for loan approvals and denials.
- Developed strong relationships with customers through high levels of customer service.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
- Negotiated loan terms to provide favorable outcomes for both customers and lenders.
- Collaborated with other departments to promptly process loan applications.
Loan Officer
Direct Lender.com
07.2006 - 10.2007
- Maintained an extensive knowledge of current market trends and industry changes to provide accurate advice to clients.
- Provided detailed loan options to clients, enabling informed decisions that matched their financial goals.
- Enhanced customer satisfaction with personalized loan consultations, guiding clients through complex processes.
- Negotiated loan terms and conditions with customers to secure best deal.
Loan Officer
Miracle Mortgage Corporation
02.1995 - 06.2006
- Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
- Conducted thorough credit analysis to minimize risk exposure for the financial institution.
- Negotiated favorable loan terms with borrowers, increasing overall profitability for the company.
- Facilitated financial workshops for prospective borrowers, improving their understanding of loan products and credit health.
- Collaborated with underwriting team to expedite loan approvals, meeting customer expectations for quick service.
Skills
- Superior customer service
- Proactive problem-solving
- Ethical business practices
- Strategic Decision-making
Timeline
Sr. Loan Advisor, Director of Sales, VP Sales
Freedom Mortgage Corporation
04.2019 - Current
Sales Manager
Synergy One Lending, Inc.
12.2018 - 04.2019
Sales Manager
Bridgeview Bank
05.2018 - 01.2019
Sales Manager
Pacific Union Financial
12.2017 - 05.2018
Loan Officer
Freedom Mortgage Corporation
02.2016 - 12.2017
Loan Officer
PHH Home Loans - RMR Financial, Dba Mortgage California
04.2014 - 02.2016
Loan Officer
PrimeLending
10.2007 - 10.2013
Loan Officer
Direct Lender.com
07.2006 - 10.2007
Loan Officer
Miracle Mortgage Corporation
02.1995 - 06.2006