Stephen Q.
Mid-Level Mortgage Sales Specialist
Open to offersNew to PlatformPortfolios
About
Stephen Q. is a dedicated and results-driven professional with over 8 years of experience in customer service, sales, and business development. He has honed his skills in building client relationships, exceeding sales targets, and delivering excellent customer experiences. Stephen gained significant exposure while working part-time at Lending3 as a Lead Qualifier from 2022 to 2025, where he excelled in promoting mortgage loan products and consistently ranked among the Top 5 Sales specialists nationwide. At Sykes Enterprises from 2019 to 2022, he effectively handled 80-100 calls daily and maintained a Customer Satisfaction score above 95%. His earlier role at Chanelfix Inc. further solidified his proficiency in CRM & Database Management. Throughout each position, Stephen has demonstrated exceptional financial needs analysis, time management, and regulatory compliance skills. His educational background includes a Bachelor's degree in Secondary Education majoring in Social Studies from Northern Cebu Colleges.
Experience
Lead Qualifier
Lending3 · 2022 — 2025Promoted and sold mortgage loan products to potential borrowers through direct sales, referrals, and networking. Established new leads by cultivating relationships with real estate agents, brokers, and other referral sources. Conducted client consultations to identify financing needs and recommend suitable mortgage products. Prepared mortgage loan applications and collected necessary documentation for the approval process. Informed clients about mortgage terms, interest rates, payment options, and the overall loan process. Maintained an active sales pipeline to meet monthly and quarterly origination targets. Followed up with prospects and applicants to facilitate conversions from lead to loan closure. Collaborated with underwriting and operations teams to ensure timely loan processing and closings. Monitored market trends and competitor offerings to effectively position mortgage products. Ensured compliance of all sales and lending activities with company policies and banking regulations.Sales Representative
Sykes Enterprises Inc. · 2019 — 2022Managed 80–100 inbound and outbound customer calls daily, assisting with billing inquiries, account updates, plan changes, and technical troubleshooting. Informed customers about Verizon products, plans, and services, helping them select the best options based on their needs. Efficiently resolved customer issues on the first call where possible, achieving high first-call resolution scores. Processed various account transactions, such as activations, renewals, suspensions, and cancellations, with accuracy and compliance. Promoted additional services, device upgrades, and bundled plans, consistently meeting or surpassing monthly sales and upsell targets. Coordinated with other departments to address escalated cases and ensure a smooth customer experience.Sales Representative
Chanelfix Inc. · 2018 — 2019Handled inbound and outbound sales calls targeting UK customers, focusing on selling and renewing appliance insurance coverage plans. Educated customers on the benefits, terms, and conditions of appliance insurance to ensure they chose the appropriate coverage. Processed new policy applications, renewals, cancellations, and payment arrangements accurately and in compliance with standards. Addressed customer inquiries regarding claims, policy details, and coverage limits, providing a high level of service. Maintained proper records of policies and leads using CRM tools to enable efficient follow-ups and improved sales pipeline management.Sales Representative
XactCall Corporation · 2016 — 2018Promoted and sold car insurance policies through inbound and outbound calls to US-based clients. Assessed customer needs and risk profiles to suggest appropriate insurance coverage options and premium plans. Provided education to customers regarding policy terms, benefits, exclusions, and claims processes to ensure clarity before purchase. Generated and qualified leads utilizing cold calling, referrals, and follow-ups while maintaining an active sales pipeline. Processed new policy applications, renewals, cancellations, and amendments in accordance with US insurance regulations. Negotiated premium rates and policy terms with clients to secure sales while ensuring company profitability. Maintained accurate client data in CRM systems for timely follow-ups and policy tracking. Collaborated with underwriting and claims teams to facilitate policy approvals and resolve client concerns.
Skills & Expertise
Education
- Bachelor of Science in Secondary Education major in Social StudiesNorthern Cebu Colleges · 2022 — 2025
- Associate Degree major in Computer Programming & ServicingCebu Normal University - Medellin Campus · 2014 — 2016