Summary
Overview
Work History
Education
Skills
Timeline
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Alex Marendino

Costa Mesa,CA

Summary

As a self-motivated individual offering an exceptional background in sales/financial advising, I have an advanced proven record of superior customer satisfaction. I've used these traits to not only advocate for clients through one of the largest financial decisions in their lifetime, but as an avid community advocate, leader and volunteer, training and motivating team members!

Overview

8
8
years of professional experience

Work History

Consultant Vice President

Guaranteed Rate Affinity
Anaheim, CA
06.2021 - Current
  • Oversaw loan process from origination through closing to check that every client received exemplary service.
  • Coached new employees to inform of company processes, procedures and deadlines.
  • Managed a team of roughly 10 new hires every month until satisfaction.
  • Monitored pipelines to track and log status of loans.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.

Licensed Lending Officer

SecureOne Capital
Costa Mesa, CA
04.2021 - 06.2021
  • Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
  • Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
  • Developed prospects for new loans by conducting 80 inbound calls weekly
  • Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.

Licensed Lending Officer

ClearPath Lending
Irvine, CA
10.2020 - 03.2021
  • Originate and fund VA products to qualified borrower Collect stipulations and maintain communication with borrower throughout processing Outbound to current clients to retain loans Counseled prospects on available finance options matching current needs.
  • Determined approval status of loan applications based on applicants' qualifications.
  • Established a solid referral pipelines to keep up consistent stream of prospective customers.

Licensed Lending Officer

Loandepot
Foothill Ranch, CA
10.2018 - 10.2020
  • Took applications and collected income and asset documentation to enable underwriting and prompt loan decisions.
  • Assisted clients through loan application process cycle through closing.
  • Monitored pipeline by communicating with underwriters and processors.
  • Gained knowledge of products and programs offered to educate clients about various product solutions.


Customer Service Representative

Loandepot
Foothill Ranch, CA
11.2017 - 10.2018
  • Managed inbound and outbound calls to respond to inquiries and resolve concerns.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Answered customer telephone calls promptly to avoid on-hold wait times.

National Sales Representative

Small Business Growth Alliance
Irvine, CA
04.2016 - 10.2017
  • Coordinated smooth delivery of completed orders within agreed-upon timeframes and contract terms.
  • Represented company at industry trade shows to demonstrate products, explain features, and set up striking displays.
  • Worked closely with customers to create customized solutions meeting current and expected business needs.
  • Answered inbound sales questions to highlight products, services, and benefits.

Front Desk Receptionist

24 Hour Fitness Gym
Foothill Ranch, CA
07.2014 - 04.2016
  • Answered incoming office calls over multi-line system and answered questions, took messages, or transferred to desired extensions.
  • Picked up, organized, and wiped down reception regularly to keep area professional and clean.
  • Greeted and checked in members.
  • Used clerical abilities to support needs of office staff and back up administrative team members.
  • Demonstrated good sportsmanship and led by example among volunteers, team parents, and participants.

Education

Associate of Arts - Liberal Arts And General Studies

Saddleback College
Mission Viejo, CA
05.2017

High School Diploma -

El Toro High School
Lake Forest, CA
06.2014

Skills

  • Portfolio and finance management
  • Public speaking
  • Training and mentoring
  • Financial planning expert
  • Supervision
  • Training & Development
  • Communication
  • Microsoft SharePoint
  • Financial Transactions Expertise
  • Creditworthiness Determination
  • Financial History Analysis

Timeline

Consultant Vice President

Guaranteed Rate Affinity
06.2021 - Current

Licensed Lending Officer

SecureOne Capital
04.2021 - 06.2021

Licensed Lending Officer

ClearPath Lending
10.2020 - 03.2021

Licensed Lending Officer

Loandepot
10.2018 - 10.2020

Customer Service Representative

Loandepot
11.2017 - 10.2018

National Sales Representative

Small Business Growth Alliance
04.2016 - 10.2017

Front Desk Receptionist

24 Hour Fitness Gym
07.2014 - 04.2016

Associate of Arts - Liberal Arts And General Studies

Saddleback College

High School Diploma -

El Toro High School
Alex Marendino