Summary
Overview
Work History
Education
Skills
Licenses
Timeline
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Alex Marendino

Irvine,CA

Summary

As a self-motivated individual offering an exceptional background in sales/financial advising, With an advanced proven record of superior customer satisfaction. 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

6
6
years of professional experience

Work History

CONSULTANT VICE PRESIDENT

Guaranteed Rate Affinity
06.2021 - Current
  • Managed a team of roughly 10 new hires every month until satisfaction.
  • Oversaw and monitored files from origination to closing to ensure.
  • Coached new employees to inform of company processes, procedures and deadlines.
  • Oversaw loan process from origination through closing to check that every client received exemplary service.

LICENSED LENDING OFFICER

SecureOne Capital
03.2021 - Current
  • Processed loan applications and monitored progress from start to finish.
  • Approved loan applications based on customer creditworthiness and provided detailed financial advice.
  • Negotiated loan terms and conditions with customers to secure best deal.
  • Identified opportunities to cross-sell and upsell loan products to customers.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.

LICENSED LENDING OFFICER

ClearPath Lending
09.2020 - 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 solid referral pipeline to keep up consistent stream of prospective customers.

LICENSED LENDING OFFICER

loanDepot
10.2018 - 09.2020
  • 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
08.2017 - 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.

Education

Associate Degree - Business

Saddleback College
Mission Viejo, CA

High School Diploma - undefined

El Toro High School
Lake Forest, CA

Skills

  • Portfolio and finance management
  • Public speaking
  • Training and mentoring
  • Financial planning expert
  • Supervision
  • Sales Growth
  • Communication
  • Microsoft Outlook / Excel

Licenses

  • NMLS: #1785406

Timeline

CONSULTANT VICE PRESIDENT

Guaranteed Rate Affinity
06.2021 - Current

LICENSED LENDING OFFICER

SecureOne Capital
03.2021 - Current

LICENSED LENDING OFFICER

ClearPath Lending
09.2020 - 03.2021

LICENSED LENDING OFFICER

loanDepot
10.2018 - 09.2020

CUSTOMER SERVICE REPRESENTATIVE

loanDepot
08.2017 - 10.2018

Associate Degree - Business

Saddleback College

High School Diploma - undefined

El Toro High School
Alex Marendino