Pranay Sachdeva

• Enhanced client trust in the organization through transparent communication and consistent delivery on commitments.
• Achieved high customer retention rate through exceptional relationship management and personalized service.
• Provided comprehensive financial guidance to clients, recommending suitable mortgage products based on their needs and goals.
• Collaborated with real estate agents to establish referral networks, fostering mutually beneficial partnerships.
• Evaluated pay stubs, credit history, tax information and bank statements for financial status.
• Assisted clients in navigating complex mortgage documentation, ensuring a smooth application experience from start to finish.
• Managed a diverse pipeline of mortgage applications, prioritizing tasks effectively to meet deadlines consistently.
• Successfully closed loans by conducting thorough risk assessments and ensuring compliance with applicable regulations.
• Improved client satisfaction by efficiently processing mortgage applications and providing timely updates.

• 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.

• Achieved high customer retention rate through exceptional relationship management and personalized service.
• Enhanced client trust in the organization through transparent communication and consistent delivery on commitments.
• Provided comprehensive financial guidance to clients, recommending suitable mortgage products based on their needs and goals.
• Enhanced team productivity by mentoring junior mortgage specialists and sharing best practices.
• Evaluated pay stubs, credit history, tax information and bank statements for financial status.
• Managed a diverse pipeline of mortgage applications, prioritizing tasks effectively to meet deadlines consistently.
• Successfully closed loans by conducting thorough risk assessments and ensuring compliance with applicable regulations.

• 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.