Dedicated business professional with a strong history of success in the Real Estate, Sales and Accounting fields. Skilled in working under pressure and adapting to new challenges to best enhance business success, build new and fruitful relationships and allow for organizational growth.
Overview
7
7
years of professional experience
Work History
Executive Loan Coordinator
CPL Investments, LLC
05.2022 - Current
Developed strong relationships with clients through high levels of customer service and great communication.
Cultivated steady and successful pool of Leads and Prospective Clients.
Processed loan applications and monitored progress from start to finish.
Drafted all Loan Documents, Compliance Agreements and Term Sheets for Closings.
Maintained Active Deal, Loss Mitigation and Accounting Spreadsheets.
Managed New Construction, Fix N' Flip and Buy and Hold Projects and Escrow Distribution.
Senior Mortgage Loan Processor
Cyprus Federal Credit Union
12.2019 - 05.2022
Top Producing Processor, averaging 40 loans closed per month.
Complete knowledge of Mortgage Bot, Mortgage Office and Encompass CRM systems.
Reviewed financial statements and contacted institutions and customers to clarify details.
Handled any and all conditions sent from underwriting departments.
Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
Developed comprehensive understanding of loan processing regulations and laws to be fully compliant.
Salesman
Larry H. Miller
03.2016 - 12.2019
Top Producer.
Retained excellent client satisfaction ratings through outstanding service delivery and top of the line communication.
Negotiated contracts with clients and developed relationships to drive repeat business and word of mouth generated leads.
Managed current client accounts to secure customer satisfaction and ensure top class customer service.
Generated new leads through networking and attending industry events.
Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals as well as develop self-made goals.
Education
BBA - Business Administration
University of Vermont
Burlington, VT
12.2015
High School Diploma -
The Harvey Prep School
Katonah, NY
06.2011
Skills
Natural Leader
Great Communication
Accountable and Honest
Strong Sales Background
Accounting and Marketing Expertise
Strategic Risk Management
Accomplishments
Managed a successful Real Estate Investment Fund worth upwards of eight million dollars.
Successfully updated a company-based CRM to increase employee efficiency and mitigate financial risks.
Successfully lowered borrower delinquency from 15% to 5% by reconditioning daily operations and collection tactics.
Financial Analyst Intern at Pine Valley Investments, LLC. Pine Valley InvestmentsFinancial Analyst Intern at Pine Valley Investments, LLC. Pine Valley Investments