Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
10
10
years of professional experience
Work History
Producing Branch Manager
Clm Mortgage
Folsom
04.2024 - Current
Achieved top five ranking for loan production and personal volume.
Maintained branch and loan capture rates at 90% or higher consistently.
Sustained customer service ratings above 90% through proactive engagement.
Reviewed loan documents for accuracy before submission to enhance efficiency.
Developed targeted marketing strategies to effectively promote mortgage products.
Cultivated relationships with vendors, clients, and business partners to foster collaboration.
Prepared detailed reports on sales trends and operational efficiencies.
Collaborated across departments to formulate strategies that drive organizational growth.
Sr. Mortgage loan Consultant
U.S. Bank
Roseville
12.2022 - 04.2024
Guided clients through mortgage application processes and documentation requirements.
Evaluated financial information to assess borrower creditworthiness and eligibility.
Collaborated with underwriters to ensure compliance with lending guidelines.
Educated clients on mortgage products, interest rates, and market trends.
Provided timely responses to inquiries regarding loan status and procedures.
Coordinated communication between clients, real estate agents, and loan processors.
Created marketing materials such as brochures and presentations to highlight product offerings.
Developed relationships with local real estate agents and brokers for referral opportunities.
Producing Branch Manager/Area Manager
Finance of America /DBA Pacific Sunbelt Mortgage
Roseville
02.2016 - 12.2022
Oversaw daily operations of mortgage branch, ensuring strict regulatory compliance.
Led team of loan officers to enhance customer service and operational efficiency.
Managed builder division, maintaining capture rates at 90% or higher.
Developed training programs for new employees on mortgage processes.
Cultivated relationships with referral partners to expand business opportunities.
Established multiple builder partnerships to drive growth.
Optimized processing workflows for builder backlog management over ten years.