Andrea Forrest
Sacramento,CA
Summary
Motivated Loan Officer experienced in advising borrowers on home loan options and guiding them through application processes. Consistently achieved over 25 loans per month with an 80% pull-through average by cultivating strong client relationships and providing tailored solutions. Enhanced branch profitability through effective team management and strategic initiatives focused on customer satisfaction and loyalty.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Mortgage consultant
Newrez IIC
Detroit, MI
01.2026 - Current
- Advised borrowers through Newrez home loan options and application steps.
- Reviewed income, credit, and asset documents for mortgage qualification.
- Maintained accurate loan records in Newrez lending systems and files.
Branch Manager
West Capital Lending
Sacramento, CA
05.2025 - Current
- Managed and inspired team members to perform to full potential, and drive branch profitability.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Developed strategies to increase customer satisfaction and loyalty.
Loan Officer, President’s Club Banker
Rocket Companies
Phoenix, AZ
07.2021 - 01.2025
- Oversaw lending, servicing, and client experience programs at Rocket Companies.
- Assessed borrower credit profiles and loan eligibility for lending institution applications.
- Approved or denied loan applications based on established guidelines.
- Cultivated and maintained positive working relationships with employees, executives and other stakeholders.
Education
Associate in Science (AS) - Business Management
American River College
Sacramento, CASkills
- Client relationship management
- Branch operations
- Team leadership
- Attention to detail
Personal Information
- Work Permit: Authorized to work in the US for any employer
- ID Type: NMLS
- ID Number: 2039684
Certification
MLO, NMLS
Awards
Rocket Mortgage | Top-Performing Banker
• Best of the Best, Top 10% of Bankers: August 2021, September 2021, December 2021, February 2022, May 2022
NewRez | #1 Digital Outbound Mortgage Consultant
• Funded 22 loans totaling $5.5 million in volume
Additional Information
Authorized to work in the US for any employer
Timeline
Mortgage consultant
Newrez IIC
01.2026 - Current
Branch Manager
West Capital Lending
05.2025 - Current
Loan Officer, President’s Club Banker
Rocket Companies
07.2021 - 01.2025
Associate in Science (AS) - Business Management
American River College