Karla Chevrie
Indianapolis
Summary
Accomplished Mortgage Sales Manager that grew Elements market share from #23 to #2 consistently among banks and credit union in Indianapolis MSA. Extensive track record of enhancing team performance and exceeding sales goals through strategic leadership and development. Excels in exceeding personal and team sales targets, developing high-performing referral relationships, and driving revenue growth. Expertise in residential mortgage products, client relationship management, and strategic sales planning. Strong leadership skills with a focus on employee recruitment, customer satisfaction and team development.
Overview
22
22
years of professional experience
Work History
Mortgage Sales Manager
Elements Financial Federal Credit Union
12.2014 - Current
- Managed and led team of mortgage loan officers, driving team performance to exceed monthly/annual sales goals and revenue targets.
- Develop and implement sales strategies, products and pricing to drive increased Market Share.
- Maintained and expand a portfolio of high-net-worth borrowers, focusing on providing tailored mortgage solutions.
- Fostered relationships with internal and external partners. Large focus on referrals from real estate agents, builders, CPAs and financial advisers to drive referral business.
- Oversaw the loan approval process and timing, ensuring compliance with state and federal regulations.
- Conducted regular performance reviews, providing training and support to improve team productivity and retention.
- Implemented data-driven strategies to improve conversion rates and client satisfaction.
- Improved customer satisfaction ratings by providing exceptional service throughout the loan process.
Maximized revenue opportunities by cross-selling other credit union products. - Increased mortgage sales by implementing effective training programs and coaching techniques for the sales team.
- Managed the pipeline of mortgage applications, ensuring timely processing and closing to meet customer expectations and deadlines.
Home Mortgage Consultant
Wells Fargo
04.2010 - 12.2014
- Advised clients on loan process and specialized topics in home purchasing such as Construction and Jumbo lending solutions.
- Collaborated with and facilitated communications between borrowers and lenders to obtain ideal solutions for clients.
- Participated actively in networking events, seminars and workshops to enhance industry knowledge and establish valuable connections.
- Consistently met or exceeded sales targets by effectively managing pipelines and prioritizing tasks.
- Enhanced customer satisfaction by providing tailored mortgage solutions to fit individual needs.
- Developed and maintained relationships with customers, lenders and other third parties.
AVP Mortgage Sales Manager
JPMorgan Chase
03.2003 - 04.2010
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Developed and implemented marketing campaigns to generate new business opportunities.
- Organized educational seminars for prospective homebuyers, increasing company visibility in the community.
Education
Bachelor Of Science - Business
Indiana University
South Bend, INSkills
- Mortgage Sales Strategy
- Residental Lending Product Development
- Team Leadership and Growth
- Cross-selling and Upselling
- Product Knowledge: Physician, Construction, and Jumbo lending solutions
- Regulatory Compliance & Risk Management
- Sales Forecasting & Performance Analytics
Affiliations
American Lung Association
Leukemia & Lymphoma Society Man/Woman of the year
Coburn Place
Northside MIBOR
HAMCO MIBOR
Accomplishments
Implementation project team: Blend, Encompass, Optimal Blue, CRM
Timeline
Mortgage Sales Manager
Elements Financial Federal Credit Union
12.2014 - Current
Home Mortgage Consultant
Wells Fargo
04.2010 - 12.2014
AVP Mortgage Sales Manager
JPMorgan Chase
03.2003 - 04.2010
Bachelor Of Science - Business
Indiana University
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