Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Argee Jaquez

Hockely,TX

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. 10+ years' of experience in the Real Estate industry. Detail orientated, efficient and deadline driven. Able to analyze complex problems and execute. Customer/client relationship based. Bilingual (English/Spanish). State of Texas Notary.

Overview

16
16
years of professional experience

Work History

Quality Assurance Manager

FlliCo Financial, LLC
01.2024 - Current
  • Conduct regular audits to ensure adherence to established protocols, maintaining consistency across the organization.
  • Train team members on quality assurance principles, fostering a culture of accountability and high performance.
  • Facilitate communication between departments regarding quality concerns, fostering collaboration towards shared goals.
  • Enhanced product quality by implementing comprehensive QA processes and procedures.
  • Implement corrective action plans based on audit findings, resulting in measurable improvements over time.
  • Collaborate with cross-functional teams to identify root causes of product issues, leading to timely resolutions and continuous improvements.
  • Liaised with other paralegals and legal staff to complete common tasks on schedule.
  • Edited and proofread legal documents to verify accuracy.
  • Promoted a positive work environment by providing training and guidance to those on my team as needed.

Customer Experience Manager/Senior LP/Auditor

Priority Invetor Loans, LLC
04.2020 - 01.2024
  • Reviewed loans out of underwriting, processed loans, reviewed closing docs from legal for revisions, reviewed title work, coordinated closings, executed closings
  • Handled servicing of loans, bank lines and bank audits
  • Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
  • Supervised daily operations and sales functions to maximize revenue, customer satisfaction, and employee productivity.
  • Made approval and denial recommendations by determining accurate risk levels.
  • Conducted regular performance reviews with team members, fostering professional growth and development.

  • Conducted regular audits of underwriting files to ensure accuracy, compliance, and consistency in decision-making processes.
  • Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
  • Developed strong relationships with brokers, leading to a higher volume of quality submissions and successful underwritings.
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Reduced company losses by identifying potential risks and recommending appropriate mitigating measures.
  • Improved risk assessment accuracy by conducting thorough reviews of loan applications and financial documents.
  • Supported review, acceptance, or denial of new or renewal business after carefully reviewing all information.
  • Built strong relationships with lenders, brokers and clients for constructive communications.
  • Maintained strong relationships with third-party vendors involved in the application process, ensuring smooth transactions for all parties involved.
  • Achieved faster turnaround times in application processing by optimizing workflows within the underwriting department.
  • Ensured compliance with regulatory requirements through diligent monitoring of industry changes and updating internal policies accordingly.
  • Participated in industry conferences and events, staying current on emerging trends and expanding professional network connections.
  • Developed personalized solutions for customers, resulting in increased loyalty and repeat business.
  • Continually maintained and improved company's reputation and positive image in markets served.
  • Accomplished multiple tasks within established timeframes.
  • Cross-trained existing employees to maximize team agility and performance.

Loan Processor/Funder

Investor Lending, LLC/ Capital Concepts, Inc.
01.2019 - 04.2020
  • Origination/processing of Hard Money loans directly from the President of the company
  • In charge of sending doc prep order for all processors within the company to attorney (Houston, Dallas & remote processors)
  • In charge of approving all HUD's & fees for each of the processors.
  • Internal funder to all other processors.
  • Document management and auditor.
  • Collateralization through bank lines.
  • Request of draw advancement's after collateralization from our bank lines.
  • Update borrowing bases for all banks.
  • Generating of loan modifications.
  • Tracking recordable documents after closing.
  • File preparation for servicing department.
  • Cross-trained to input files in Mortgage Office software for servicing purposes.

Investor Relations, Lending Manager, Title Coordinator & Sales Manager & Finance

Hovas Development, LLC
01.2017 - 01.2019
  • Handled origination of deals from acquisition, underwriting, processing loan files, closings to collateralizing transactions with banks;
  • B2B relationships with lenders, title companies, appraisers, surveyors, inspectors and investors;
  • Collaborated with sales teams to drive revenue growth through targeted marketing efforts focused on high-potential segments;
  • Developed a strong reputation by demonstrating consistent and clear communication between internal and external parties
  • Worked with legal counsel to ensure compliance on regulatory matters
  • Responsible for Quickbooks entries, processing checks for trades, payroll for subs and project managers and reconciling accounts;
  • Increased loan portfolio growth by developing and implementing strategic lending initiative;
  • Trained/Managed newly hired employees to provide information regarding processes, procedures and deadlines
  • Built a high-performing team of lending professionals through effective recruitment, training, and performance management strategies

Hard Money Loan Processor

Noble Mortgage & Investments, LLC
01.2016 - 01.2017
  • Executed loan origination process, including ordering credit reports, appraisals and title reports
  • Analyzed applicants' financial status, credit and property evaluation to determine loan feasibility
  • Pre-approved leads and converted to deals and initiated loan process same day
  • Performed daily maintenance of the loan application database
  • Adhere to all federal and state compliance guidelines relative to mortgage lending
  • Coordinated with title to clear title, set up closing and attend closings
  • Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
  • Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
  • Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
  • Set up and completed conventional loan submission packages.
  • Promoted a positive work environment through effective communication skills and teamwork initiatives.
  • Provided quick turnaround times to maintain fast-past schedule.
  • Attended day/evening events

Transactions Manager/ Real Estate Manager

Quest IRA, Inc.
01.2012 - 01.2016
  • Management of various departments within the company such as: Real Estate department, Promissory Notes department, Private Entities department (LLC's, LP's Trust Joint Ventures, etc), Payment Authorization department, mailroom and front desk.
  • Authorized signor via corporate resolution for the company.
  • Duties included but not limited to review of purchase/sell agreements, execute documents on behalf of our clients as their administrator, attend real estate closings review and explain closing documents to client as their IRA administrator.
  • Communication with title companies and attorneys involved with each transaction.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground;
  • Cross-trained existing employees to maximize team performance.
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.
  • Managed over 14-18 employees.
  • Specialized in various departments of the company such as: the Promissory Notes department (secured, unsecured, assumption of loans, subject-to, seller finance & wrap-around notes) and the Private Entities department working with LLC's, LP's Trust Joint Ventures, etc.
  • Specialized in foreclosures and auction properties.
  • Reviewed all closing documents, worked closely with in-house attorneys' and audited internal files.
  • Attended day/evening events.

Real Estate Processor/JR Loan Processor & Property Management Admin

Keys & Capital Global Realty
01.2008 - 01.2013
  • Various secretarial duties such as: answering phones, copying, faxing, scanning & filing.
  • Responsible for ordering and maintaining office supplies
  • Coordinated & scheduled office appointments for in house closing and/or lease executions.
  • Real Estate processor: responsible for gathering clients' personal and financial information after viewing properties with our agents.
  • Request verification of rents/mortgages, deposits and/or employment
  • Prepare real estate contracts/leases
  • Open title with title companies and submit full file to be processed
  • Loan processor: gathered borrower's information such as pay stubs, W2's /1099's, tax returns, bank statements, DL & SS, walk clients on how to fill out loan applications (short/long applications).
  • Prepared files for submission to loan processors
  • Handled underwriter conditions, gathered all necessary paperwork to ensure we had a "clear to close".
  • Property management admin: duties included, drafting lease contracts, collecting rent, conducting inspections, prepare eviction paperwork, file evictions with court, responsible for preparing profit & loss reports and year-end reports.
  • Ran background/credit checks on any new potential tenants.
  • Managed high-volume workload effectively through prioritization, organization, and superior time management skills.
  • Reduced processing time with thorough attention to detail in document review, verification of property information, and coordination with multiple parties.
  • Assisted clients in understanding complex transactions by clearly explaining essential terms and conditions during the closing process.

Firefighter/EMT

West I-10 Fire Department
03.2010 - 05.2020
  • Performed life-saving procedures during medical emergencies, administering CPR and first aid as needed.
  • Responded to emergency medical calls to perform lifesaving procedures and other emergency medical services.
  • Collaborated with fellow firefighters to execute efficient firefighting strategies, mitigating property damage and loss of life.
  • Drove and operated structural pumpers, tankers, ladders, and service vehicles to aid in rescue operations.
  • Demonstrated strong leadership skills while serving as a mentor to new firefighters, fostering a culture of teamwork and professionalism within the department.


Education

Loan Officer -

Champions School of Real Estate
01.2016

CISP Course/IRA School -

The Entrust Group- ABA Institute of Certified Bankers
01.2015

Certified and accredited Firefighter/CPR & AED certified -

HCESD 48/ West I-10 Fire Department
01.2010

High School Diploma -

Morton Ranch High School
01.2008

Skills

  • Microsoft Suite
  • Salesforce
  • T-Net
  • Quickbooks
  • Podio
  • Infusion Soft
  • Builder Trend
  • Asana
  • Caylx Point
  • Mortgage Office
  • Team Leadership
  • Verbal and written communication
  • Complex Problem-Solving
  • Staff Training and Development
  • Business Development
  • Lead Generation
  • Customer Service
  • Decision-Making

References

  • Turrie Silva, Legal at Harmon Law Firm 972-971-8978
  • Dimitri Ang, CEO of Priority Investor Loans, LLC- 281-844-8508
  • Chris Robichaux, VP of Noble Mortgage LLC- 832-524-0441

Timeline

Quality Assurance Manager

FlliCo Financial, LLC
01.2024 - Current

Customer Experience Manager/Senior LP/Auditor

Priority Invetor Loans, LLC
04.2020 - 01.2024

Loan Processor/Funder

Investor Lending, LLC/ Capital Concepts, Inc.
01.2019 - 04.2020

Investor Relations, Lending Manager, Title Coordinator & Sales Manager & Finance

Hovas Development, LLC
01.2017 - 01.2019

Hard Money Loan Processor

Noble Mortgage & Investments, LLC
01.2016 - 01.2017

Transactions Manager/ Real Estate Manager

Quest IRA, Inc.
01.2012 - 01.2016

Firefighter/EMT

West I-10 Fire Department
03.2010 - 05.2020

Real Estate Processor/JR Loan Processor & Property Management Admin

Keys & Capital Global Realty
01.2008 - 01.2013

Loan Officer -

Champions School of Real Estate

CISP Course/IRA School -

The Entrust Group- ABA Institute of Certified Bankers

Certified and accredited Firefighter/CPR & AED certified -

HCESD 48/ West I-10 Fire Department

High School Diploma -

Morton Ranch High School
Argee Jaquez