Annette Ortiz
Huntington Beach,CA
Summary
Enthusiastic Sales Professional who provides excellent customer service.. Consistently exceeds sales expectations. Skilled in coaching and mentoring branch team members on a variety of loan products and services. Dependable and successful in building a loyal customer base.
Overview
21
21
years of professional experience
Work History
Debt Relief Specialist
Renew Debt Relief
02.2023 - 11.2023
- Followed all company policies and procedures to deliver
- Interpreted clients' needs and introduced services to fit specific requirements
- Educate client on a variety of financial solutions available to resolve their debt
Senior Mortgage Loan Officer
E Mortgage Capital
08.2021 - 02.2023
- Developed strong relationships with customers through high levels of customer service.
- Used interpersonal and communication skills to generate referral business, leads, and relationships with individuals, existing clients, past clients, and real estate professionals.
- Excellent written and oral communication skills
- Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Senior Mortgage Loan Officer
Loanleaders Of America
04.2019 - 06.2021
Senior Mortgage Loan Officer
LoanPal
07.2018 - 12.2018
Senior Mortgage Loan Officer
Activus Home Loans
08.2016 - 01.2018
Senior Mortgage Loan Officer
Executive Home Loans
07.2006 - 10.2008
Senior Mortgage Loan Officer
Community Capital
01.2005 - 07.2006
Senior Mortgage Loan Officer
Sea Breeze Financial
11.2002 - 01.2005
Education
Medical Assistant -
Bryman College
El Monte, CA1997
Skills
Sales Closer
Great Customer Service
Relationship Building
Team Building
Debt & Credit Management
Knowledge in VA & FHA Loan Process
Proficient in:
Analyzing Credit Reports
Microsoft Office
Calyx Point
Encompass Title 365
Adobe Reader
Microsoft Office
Calyx Point
Encompass
Title 365
Adobe Reader
Timeline
Debt Relief Specialist
Renew Debt Relief
02.2023 - 11.2023
Senior Mortgage Loan Officer
E Mortgage Capital
08.2021 - 02.2023
Senior Mortgage Loan Officer
Loanleaders Of America
04.2019 - 06.2021
Senior Mortgage Loan Officer
LoanPal
07.2018 - 12.2018
Senior Mortgage Loan Officer
Activus Home Loans
08.2016 - 01.2018
Senior Mortgage Loan Officer
Executive Home Loans
07.2006 - 10.2008
Senior Mortgage Loan Officer
Community Capital
01.2005 - 07.2006
Senior Mortgage Loan Officer
Sea Breeze Financial
11.2002 - 01.2005
Medical Assistant -
Bryman College
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