Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to exceed team goals.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Licensed Lending Officer
LoanDepot
Foothill Ranch, CA
06.2021 - 06.2022
Established plans and payoffs for customers' loans, prioritizing control of overall costs.
Developed prospects for new loans by conducting 1200 cold calls weekly.
Monitored pipelines to track and log status of loans.
Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Proactively identified solutions for customers experiencing credit issues.
Explained very technical financial information to applicants in easy to understand language.
Ranked 3rd LLO statistically in 2021 out of 300 employees in loanDepot's ACES program and funded over $7 million in volume.
Marketing Specialist
Resort Advisory Group
Aliso Viejo, CA
12.2019 - 07.2020
Planned marketing initiatives and leveraged referral networks to promote business development.
Completed daily cold calling and outreach to build sales pipeline.
Handled high-volume telemarketing operations with expert use of client management software and computer dialing.
Displayed excellent sales skills and understanding of how to leverage abilities to exceed quotas.
Answered calls, took messages and transferred calls to correct individuals.
Qualified leads and set up customer appointments for closing analysts.
Logistics Assistant
VoltEdge
Newport Beach, CA
07.2019 - 01.2020
Generated, distributed and filed copies of all billing paperwork.
Integrated logistic systems into company processes to improve operations and manage work orders and price changes.
Processed and entered customer orders into database and provided proactive customer service for accounts.
Verified accurate account invoicing through collaboration with accounting department.
Received and processed customer payments.
Verified transactions, product orders and shipping dates and entered information into databases and reports.
Education
No Degree - Business Administration
Irvine Valley College
Irvine, CA
01.2023
High School Diploma -
Aliso Niguel High School
Aliso Viejo, CA
06.2019
Skills
Loan Feasibility Assessment
Loan Processing Coordination
Credit History Review
Automated Underwriting Systems
Loan File Maintenance
Product Education
Payment Schedule Computation
Technical Analysis
Communication and Persuasion Skills
Mathematical Computations
Efficiency/Time Management
Certification
Mortgage Loan Originator License - Licensed in 15 states