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Custom Sales Administrator / Colorado Sales Rep

Marketing & Sales

My role at Pactimo is wide-ranging and very diverse.  I work directly under the VP of Sales and it is my responsibility to make sure the custom department runs smoothly.  Each day my tasks are completely different and can range from managing special projects, negotiating contracts, running and creating reports, to doing sales and networking.  Responsible for managing key customer relationships, Colorado Sales, enforcing, negotiating and writing customer contracts and sponsorship agreements.  I am responsible for making sure we enter profitable relationships with new customers.  During my time at Pactimo, I have played an integral role in acquiring the largest amount of new accounts in company history. I have also created several new process flows and applications to help streamline the contract and sponsorship process. 


Was responsible for originating residential purchase and refinance loan transactions.  Played an integral role in the complete loan process from origination to processing to closing of the loan.    
?	Originated $10+ million of loans in first 12 mos. in the industry, closing 87% of loans originated.
?	Developed and maintained a successful working relationship with several producing brokers.
?	Held a file quality percentage of 95%.
?	Instructed a homebuyer’s education course to better prepare future homeowners of the financing process.
?	Counseled and provided assistance with customer’s credit ratings.


Home Mortgage Consultant

During my time with Bank of America, I helped increase our team’s monthly closings by 15%.        
?	Acted as the main point of contact for our clients and ensured they received the highest level of customer service. 
?	Provided sales support for the top producing loan officer.
?	Processed mortgage loans from beginning to funding. 
?	Created and maintained tracking spreadsheets for our team’s pipeline.
?	Reviewed income and asset documentation received from applicants and anticipated any conditions that could be requested from underwriting.
?	Met with customers to go over the loan process, answer any questions they might have and sign upfront disclosures.


Mortgage Loan Coordinator

Within the first six months, my branch’s net operating income increased by a third and branch expenses decreased by 25%.  Helped grow our branch’s sales growth to over 125% despite current economic conditions.      
?	Acted as the main point of contact for our clients, ensuring they receive the highest level of customer service. 
?	Visited and maintained a relationship with current and prospective clients on a daily basis. 
?	Negotiated competitive yet profitable rates with future clients.
?	Was in charge of managing over 100 plus temporary workers at one time.
?	All HR responsibilities including but not limited to performance reviews, hiring and disciplinary action.
?	Responsible for maintaining and monitoring of my branches expenses (profit and loss statement). 
?	Helped, trained and motivated branch staff.  


Branch Manager

Jill Ward is a Custom Sales Administrator / Colorado Sales Rep at Pactimo in Denver, CO.

Jill Ward

Jill Ward

Jill Ward

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