Adriana Arrieta
South Jordan,UT
Summary
Results-driven and bilingual Mortgage and Client Relations Professional with over 7 years of experience in mortgage lending, loan processing, customer relationship management, sales, and business development. Demonstrated expertise in guiding borrowers through all stages of the mortgage process, from initial consultation and credit review to loan approval and closing coordination. Skilled in analyzing credit profiles, evaluating financial documentation, identifying financing solutions, and ensuring a seamless customer experience throughout the lending process. Proven ability to build and maintain strong client relationships, generate new business opportunities, and collaborate effectively with Loan Officers, lenders, underwriters, processors, and cross-functional teams. Highly proficient in CRM systems, lead management, customer retention strategies, and pipeline tracking. Recognized for exceptional communication skills, attention to detail, problem-solving abilities, and a commitment to delivering outstanding customer service while supporting organizational growth and operational efficiency.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Mortgage Loan Specialist & Client Relationship Manager
Real Team Realty
Orem, UT
11.2019 - 06.2026
- Managed the mortgage loan process from application through closing, ensuring accuracy and compliance.
- Conducted comprehensive loan analysis and evaluated borrower qualifications, credit profiles, and financing options.
- Assisted clients with credit improvement strategies, including Rapid Rescore programs, to enhance loan eligibility.
- Reviewed financial documentation, credit reports, and loan applications to ensure accuracy and compliance.
- Coordinated loan transactions from application through closing while maintaining communication with borrowers, lenders, and loan officers.
- Managed and maintained client portfolios by providing ongoing support and relationship management services.
- Identified opportunities to cross-sell mortgage-related products and financial solutions based on client needs.
- Performed due diligence and financial analysis for new and existing client relationships.
- Monitored borrower financial conditions and collected supporting documentation for underwriting and loan review processes.
- Utilized CRM systems to track client interactions, loan pipelines, and follow-up activities.
- Collaborated with marketing teams to generate leads and expand business opportunities.
- Conducted client needs assessments and developed personalized financing recommendations.
- Created and executed client retention initiatives to strengthen customer loyalty and increase referrals.
- Leveraged customer data and market insights to identify new business opportunities and target audiences.
- Improved customer communication processes by implementing efficient and cost-effective outreach strategies.
- Partnered with multiple departments to streamline operations and enhance the overall client experience.
- Addressed client concerns promptly and professionally, ensuring high levels of customer satisfaction.
- Supervised and supported Client Service Representatives while promoting operational efficiency and service excellence.
Mortgage Client Relations Specialist
Academy Mortgage Corporation
Draper, UT
07.2022 - 08.2023
- Served as the primary point of contact for prospective and existing borrowers, providing guidance throughout the mortgage process.
- Managed inbound and outbound communications with clients, prospects, and referral partners.
- Built strong client relationships through personalized service and consistent follow-up.
- Educated borrowers on mortgage products, loan programs, and financing options based on their individual needs.
- Maintained accurate client records, loan updates, and communication history within CRM systems.
- Coordinated with Loan Officers, Processors, Underwriters, and other departments to ensure a smooth loan experience.
- Resolved client concerns and inquiries promptly while maintaining high levels of customer satisfaction.
- Generated and nurtured sales leads through proactive outreach and relationship-building efforts.
- Conducted follow-up communications to monitor client satisfaction and identify additional financing opportunities.
- Provided accurate and compliant information regarding loan programs, qualification requirements, and mortgage guidelines.
- Assisted clients in gathering required documentation and navigating the loan application process.
- Recommended appropriate mortgage solutions based on borrower goals, financial profiles, and lending guidelines.
- Monitored active loan pipelines and ensured timely communication regarding loan status and next steps.
- Contributed to customer retention and referral growth through exceptional service and ongoing client engagement.
Sales Manager
Cricket Wireless
Sandy, UT
02.2018 - 11.2018
- Led daily sales operations and managed a team of sales representatives to achieve company revenue objectives.
- Developed and implemented sales strategies to increase customer acquisition, retention, and overall profitability.
- Established individual and team sales goals while monitoring performance through regular coaching and reporting.
- Consistently achieved and exceeded monthly sales targets, revenue goals, and key performance indicators (KPIs).
- Trained, mentored, and motivated team members on product knowledge, sales techniques, and customer service excellence.
- Conducted performance evaluations and provided ongoing coaching to improve productivity and sales effectiveness.
- Collaborated with marketing initiatives to generate leads and increase brand awareness within the local market.
- Built strong customer relationships by identifying client needs and recommending appropriate wireless products and services.
- Analyzed sales trends and market opportunities to develop strategies for business growth.
- Ensured exceptional customer experiences while maintaining compliance with company policies and operational procedures.
- Managed inventory, store operations, and merchandising standards to support sales performance.
- Promoted company products and services through consultative selling techniques and customer-focused solutions.
Education
Marketing and Sales - Master in Marketing and sales
Universidad Rafael Belloso Chacín
Venezuela, PR04-2015
Upper secondary education - undefined
Associate's degree - undefined
advertising and public relations - Bachelor
Universidad Rafael Belloso Chacín
Venezuela, PR04-2013
Skills
- Fair Housing regulations
- Financial report interpretation
- Mortgage industry
- Mortgages
- Spanish
- Loan processor experience
- Encompass
- Word
- Copywriting
- Loan processing
- Credit analysis
- Public Relations
- EXCEL
- UCC law
- Marketing
- Telecommunication
- Attention to detail
- Social Media Management
- E-commerce
- Photoshop
- Customer support
- Time management
- Portfolio management
- Organizational skills
- CRM Software
- Salesforce
- Banking
- Microsoft Office
- Bilingual
- Contracts
- Branding
- Organizational Skills
Certification
NMLS Registered Professional
NMLS ID: 2404224
Languages
English - Fluent
Interests
- Baking
- Youth Development Programs
- Horseback Riding
- Volunteering for community initiatives to give back to local communities and make a positive impact
- Rock Climbing
Timeline
Mortgage Client Relations Specialist
Academy Mortgage Corporation
07.2022 - 08.2023
Mortgage Loan Specialist & Client Relationship Manager
Real Team Realty
11.2019 - 06.2026
Sales Manager
Cricket Wireless
02.2018 - 11.2018
advertising and public relations - Bachelor
Universidad Rafael Belloso Chacín
Associate's degree - undefined
Upper secondary education - undefined
Marketing and Sales - Master in Marketing and sales
Universidad Rafael Belloso Chacín
Additional Information
Authorized to work in the US for any employer