HW

Hal Weinshank

Available to hire

30 years of experience, specializing in delivering tailored financial solutions and fostering long-term client relationships.

About

30 years of experience, specializing in delivering tailored financial solutions and fostering long-term client relationships. 10 years experience in online digital marketing (social media, email, advertising, brand design). My commitment to transparency and effective communication has consistently helped me exceed sales targets in various environments. With a wealth of knowledge in customer service and financial consulting, I thrive in high-volume settings and enjoy cultivating meaningful connections with clients.

Throughout my career, I have leveraged my expertise across different roles, from sales to social media management. My background in both remote and on-site positions has further honed my skills in consultative selling and lead generation. I take pride in my ability to adapt quickly and provide value to those I work with, ensuring their financial needs are met with care and diligence.

  • Joined October 2025

Industry experience

  • Financial Services
  • Real Estate & Construction
  • Professional Services

Work experience· 5 roles

Sr. Mortgage Loan Officer – Sales Consultant · Global Equity FinanceOct 2025 – Oct 2025 · 1 mo

Handled high-volume inbound calls in a fast-paced call center environment. Assessed borrower profiles to determine loan eligibility. Maintained high conversion rates and established rapport with clients.

Enrollment Specialist / Admissions Advisor · Institute of Reading DevelopmentJun 2025 – Jun 2025 · 1 mo

Fielded 50–70 inbound calls daily to guide parents through program enrollment, regularly exceeding targets and upselling offerings.

Social Media Manager/Owner · ProfitsMarketing.comFeb 2025 – Feb 2025 · 1 mo

Managed social media and content marketing, initiated email campaigns, and designed marketing strategies for lead generation.

Senior Sales Consultant · HomePlus MortgageJan 2022 – Jan 2022 · 1 mo
Senior Sales and Customer Service Roles · Multiple Firms incl. Integras Home Loans, Freedom MortgageJan 2017 – Jan 2017 · 1 mo

Education

M.A. in Media Psychology · Touro University Worldwide2020
B.S. in Sociology · San Diego State University2010

Certifications and awards

CA DRE License2030 – 2025
NMLS2030 – 2025
Additional state licenses: CA, FL, CO, AZ, VA2030 – 2025

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