Carly Mirwaldt

Experience

1. Mortgage Consultant

   Vip Mortgage

   Oct 2021 — Present

   NMLS 19•••93-Self generate leads and referral partners-Take and review client mortgage loan applications-Provide guidance to clients for current and future mortgage needs-Provide market updates once a week or more if needed to clients and realtors-Work with clients and their financial advisors to ensure a balanced product portfolio with top investment return-Provide Total Cost Analysis to each client based on their loan options-Create and present total cost analysis presentations for current market conditions, cost of waiting, “moving up” analysis, rent v own, appreciation values, and loan programs with reinvestment-Provide a high-level of customer service and communication to all parties involved in the loan transaction -Manage my pipeline as well as other loan officer pipelines-Daily activity tracking -Create data tracking and analysis of business pipelines which include client retention, lead turnover, follow up accountability, etc to ensure a high-level of productivity, retention, and to see potential improvement opportunity areas-Self marketing via social media, cold calls, pop-bys, and other marketing materials such as fliers, campaign drips and market update videos

Education

• University of Minnesota-Crookston

  Bachelor of Science (BS)

  2010 — 2013

Skills

• Social Networking
• Social Media Marketing
• Powerpoint
• Microsoft Excel
• Microsoft Powerpoint
• Company Newsletters
• Communication
• Microsoft Publisher
• Customer Service
• Public Speaking
• Editing
• Fixed Annuities
• Microsoft Office
• Leadership Development
• Disability Insurance
• Relationship Management
• Address Verification
• Communication Skills
• Long Term Care Insurance
• Life Insurance
• Teamwork
• License Management
• Microsoft Word
• Communications Audits
• Social Media
• Contract Management
• Time Management
• Event Planning
• Coaching