ANTHONY PADILLA
CHULA VISTA,CA
Summary
Professional with experience in financial services, prepared to contribute effectively in role focused on loan processing and client relations. Strong emphasis on team collaboration and adaptability to meet evolving needs. Skilled in risk assessment, credit analysis, and customer service with results-driven mindset. Known for reliability and consistently delivering high-quality outcomes.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Jr Loan Officer
Global Equity Finance
01.2025 - 11.2025
- Assisted clients in completing loan applications and gathering required documentation.
- Evaluated creditworthiness using financial data and credit reports.
- Provided support in processing loan requests, ensuring compliance with regulations.
- Communicated with underwriting teams to address potential issues in applications.
- Collaborated with senior loan officers to refine application processes for efficiency.
- Delivered exceptional customer service, resolving inquiries and concerns promptly.
Life Insurance Agent
Western & Southern Life
12.2023 - 07.2024
- As a life insurance agent, I assess clients' financial needs and provide tailored life insurance solutions, generating leads, conducting consultations
- My duties include evaluating risks, explaining policy details, assisting clients in selecting appropriate coverage, handling policy administration, ensuring regulatory compliance, and facilitating claims processing
- Concurrently, I am required by my company to study and pass exams to become a financial advisor, which involves deepening my knowledge of financial planning, investments, and wealth management to expand my expertise and better serve clients with comprehensive financial solutions
- FINRA Licenses: SIE, Series 6
Life Insurance Agent
Bankers Life
05.2023 - 12.2023
- As a life insurance agent, I specialize in assessing clients' financial needs and providing tailored life insurance solutions
- I evaluate risks, explain policy details, and assist clients in selecting appropriate coverage
- My role involves generating leads, conducting consultations, and maintaining long-term client relationships
- I handle policy administration, ensure compliance with regulations, and facilitate claims processing
Mortgage Loan Officer
Veterans First Mortgage
04.2020 - 02.2023
- As a Mortgage Loan Officer, I specialized in refinancing VA home loans and facilitated home financing for veterans and their families
- I guided clients through eligibility requirements, application process, and loan approvals
- I collaborated with underwriters, ensured accuracy of documentation, and maintained compliance
- Streamlined communication to expedite loan closures, fostering client satisfaction and achieving lending targets
Leasing Consultant
BG Multifamily
06.2019 - 04.2020
- Company Overview: San Diego, CA
- Proficient in property software such as Yardi Voyager, MRI, On-site, one site, Building links, Luxor mail system
- Answer telephones and provide information to prospects, take messages, or transfer calls to appropriate individuals
- Meet with prospective tenants to show properties, explain terms of occupancy, and provide information about local areas
- Direct collection of monthly assessments, rental fees, and deposits, inspect grounds, facilities, and equipment routinely to determine necessity of repairs or maintenance
- Investigate complaints, disturbances and violations and resolve problems following management rules and regulations
- Maintain records of rental or usage activity, special permits issued, maintenance and property availability
- Negotiate the lease, or development of property and complete or review appropriate documents and forms
- Determine and certify the eligibility of prospective tenants, following government regulations
- Market vacant space to prospective tenants through emails, advertising, or other methods
- Leading opening and closing procedures
- San Diego, CA
Account Manager
Ascendant Marketing Group, LLC
07.2017 - 05.2019
- Responsible for making outreach calls to potential clients for refinancing homes and for pre-qualification
- Answer telephones and provide information to callers, take messages, or transfer calls to appropriate individuals
- Create, maintain, and enter information into databases
- Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions
- Complete forms in accordance with company procedures
- Maintain scheduling and event calendars
- Review work done by others to check for correct spelling and grammar, ensure that company format policies are followed, and recommend revisions
- Supervise other clerical staff and provide training and orientation to new staff
- Recipient of the company's first and only award for Top Sales Representative of 2017 and an Employee of the Month award in recognition as a Sales Representative
Phone Operator
Gen Leads
06.2016 - 07.2017
- Contacted prospects to explain services and benefits offered
- Resolved customer complaints regarding sales and service
- Determined price schedules and discount rates
General Manager
All Star SD Tours
05.2010 - 04.2016
- Company Overview: San Diego, CA
- Responsible for the overall performance of the private transportation service, including profitability, strategic direction, staffing, operations, customer service and satisfaction
- Coordinate the planning of new account strategies, prospecting for new accounts and within existing accounts, supporting sales calls, generating positive word of mouth, developing, approving and quoting rates, negotiating contracts, and closing sales
- Answer incoming calls from drivers regarding problems and reroute when necessary
- Work closely with drivers to ensure customer service is provided in the most efficient method
- Assure drivers are properly trained in department policies, customer service, safety, and driving ability
- Maintain valid driver's license and insurance information as required by the Department of Transportation
- Responsible for the daily scheduling of drivers and corresponding vehicles
- Point person for emergency transportation issues - 24 hours a day, 7 days per week
- San Diego, CA
Patrol Officer
JDS Exclusive Security Services LLC
03.2009 - 05.2010
- Responsible for securing and maintaining the integrity of all private and corporate accounts
- Reporting all incidents and documenting all witness reports to give to the site managers and proper authorities if needed
- Coordinate with law enforcement agencies in matters of mutual concern
- Monitor and authorize entrance and departure of employees, visitors, and other persons to guard against theft and maintain security of premises
- Patrol industrial or commercial premises to prevent and detect signs of intrusion and ensure security of doors, windows, and gates
- Write reports of daily activities and irregularities such as equipment or property damage, theft, presence of unauthorized persons, or unusual occurrences
- Call police or fire departments in cases of emergency, such as fire or presence of unauthorized persons
Education
High School diploma -
Hilltop High School
01.2005
Skills
- Strong clerical skills
- Active listening
- Customer and personal service
- Proven leadership
- Organization
- Troubleshooting
- Problem-solving skills
- Critical thinking
- Computer literate
- Windows
- Microsoft Word
- Excel
- PowerPoint
- Access
- Prospecting clients
- Continuing education
- Upselling strategies
- Lead prospecting
- Multitasking
- Problem-solving abilities
- Customer follow-up
- Reliability
Certification
- SIE
- Series 6
AWARDS
Top sales producer 2017, Top sales producer 2022
Timeline
Jr Loan Officer
Global Equity Finance
01.2025 - 11.2025
Life Insurance Agent
Western & Southern Life
12.2023 - 07.2024
Life Insurance Agent
Bankers Life
05.2023 - 12.2023
Mortgage Loan Officer
Veterans First Mortgage
04.2020 - 02.2023
Leasing Consultant
BG Multifamily
06.2019 - 04.2020
Account Manager
Ascendant Marketing Group, LLC
07.2017 - 05.2019
Phone Operator
Gen Leads
06.2016 - 07.2017
General Manager
All Star SD Tours
05.2010 - 04.2016
Patrol Officer
JDS Exclusive Security Services LLC
03.2009 - 05.2010
High School diploma -
Hilltop High School