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.

Hal Weinshank

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.

Available to hire

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.

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Work Experience

Sr. Mortgage Loan Officer – Sales Consultant at Global Equity Finance
October 1, 2025 - October 1, 2025
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 at Institute of Reading Development
June 1, 2025 - June 1, 2025
Fielded 50–70 inbound calls daily to guide parents through program enrollment, regularly exceeding targets and upselling offerings.
Social Media Manager/Owner at ProfitsMarketing.com
February 1, 2025 - February 1, 2025
Managed social media and content marketing, initiated email campaigns, and designed marketing strategies for lead generation.
Senior Sales Consultant at HomePlus Mortgage
January 1, 2022 - January 1, 2022
Top-producing Loan Officer; originated loans and developed referral partnerships to drive lead generation and client relationships.
Senior Sales and Customer Service Roles at Multiple Firms incl. Integras Home Loans, Freedom Mortgage
January 1, 2017 - January 1, 2017
Over 20 years in mortgage origination, managed multi-million dollar pipelines, and designed marketing campaigns.

Education

M.A. in Media Psychology at Touro University Worldwide
January 1, 2020 - January 1, 2020
B.S. in Sociology at San Diego State University
January 1, 2010 - January 1, 2010

Qualifications

CA DRE License
January 11, 2030 - October 27, 2025
NMLS
January 11, 2030 - October 27, 2025
Additional state licenses: CA, FL, CO, AZ, VA
January 11, 2030 - October 27, 2025

Industry Experience

Financial Services, Real Estate & Construction, Professional Services