Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
22
22
years of professional experience
Work History
LOAN ADVISOR
Finance of America- Loan Advisor
01.2019
REALTOR
West Usa Realty-Realtor
01.2022 - Current
Daily activities include networking events to build and maintain relationships with industry professionals
Designing marketing materials to promote homes for sale and secure new clients as well as stay in touch with past clients to continue to meet their expectations.
Compared recently sold area properties to determine competitive market prices.
Resolved client concerns related to home purchases to maintain high satisfaction ratings.
Completed property walkthroughs before completing deals to uphold accuracy in listings and appraisals.
Negotiated, facilitated, and managed real estate transactions.
Managed scheduled meetings to maintain satisfaction of both buyers and sellers and facilitate smooth purchases.
Conducted weekly open houses and provided feedback to sellers on potential buyers.
LOAN ADVISOR
Minuteman Mortgage- Loan Advisor/Branch manager
01.2020 - 04.2022
Daily activities included establishing and maintaining relationship with business partners
Interviewing and pre-qualifying borrowers to determine loan needs
Advising borrowers on their loan options
Ensure compliance with state and federal regulations.
Collaborated with underwriters to expedite loan approvals, ensuring adherence to strict industry regulations.
Streamlined the loan application process for clients by effectively communicating requirements and providing guidance.
Contributed towards continuous improvement initiatives within the organization by sharing best practices and suggesting process enhancements.
OWNER
NONE YA BUSINESS
01.2018 - 01.2022
Managed day-to-day business operations.
Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
LOAN ADVISOR
Bank of England-Loan Advisor
01.2018 - 01.2019
Daily activities included establishing and maintaining relationship with business partners
Interviewing and pre-qualifying borrowers to determine loan needs
Advising borrowers on their loan options
Ensure compliance with state and federal regulations.
OWNER/PARTNER
SUNRIVER BREWING COMPANY
01.2012 - 01.2018
Founding partner and LLC manager
Took concept from conception to mid-size company that is currently ranked in the top 15 of the 250 breweries in Oregon
Managed day-to-day business operations.
Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Consulted with customers to assess needs and propose optimal solutions.
Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
Generated revenues yearly and effectively capitalized on industry growth.
Assisted in recruiting, hiring and training of team members.
Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
SOLAR SALES CONSULTANT
Solar Universe
01.2010 - 01.2011
Sold complete solar systems to residential home owners and commercial farm use systems
Sales under Nova West Solar and Solar Universe
Included bidding, measuring, system design and calculation as well as explaining the different financing options available to the consumer.
Prepared analyses of customer's current and projected electrical usage, demonstrating financial return on investment via new system introduction.
Delivered persuasive sales presentations highlighting the benefits of solar energy adoption, leading to increased client conversions.
Educated potential clients on available tax incentives and financing options related to solar installations, simplifying their decision-making process.
Discussed solar benefits with customers and drew comparisons with power company rates and drawbacks.
SALES MANAGER
EPRODUCE
01.2008 - 01.2010
Started as sales assistant but rapidly moved to sales manager for startup company soliciting to produce brokers and farmers direct for a web based B2B software concept to revolutionize the produce sales industry.
FOURWALL DEVELOPMENT
Self-employeed
01.2002 - 01.2008
Owner & Founder of residential construction company specializing in residential framing and home building
Activities included management of design, permitting, construction building process management and supervision.
Education
Associate of Arts -
Central Oregon Community College
Bend, OR
06.2008
High School Diploma -
Tigard High School
Tigard, OR
06.1995
Skills
Relationship management, communication, self motivated problem solver, Sales, prioritize and decision making
Risk evaluation
Attention to Detail
Customer service-focused
Decision-Making
Customer Relations
Active Listening and Learning
Oral and Written Comprehension
Client Counseling
Staff Management
Client Relations
Inspecting Properties
Negotiation
Timeline
REALTOR
West Usa Realty-Realtor
01.2022 - Current
LOAN ADVISOR
Minuteman Mortgage- Loan Advisor/Branch manager
01.2020 - 04.2022
LOAN ADVISOR
Finance of America- Loan Advisor
01.2019
OWNER
NONE YA BUSINESS
01.2018 - 01.2022
LOAN ADVISOR
Bank of England-Loan Advisor
01.2018 - 01.2019
OWNER/PARTNER
SUNRIVER BREWING COMPANY
01.2012 - 01.2018
SOLAR SALES CONSULTANT
Solar Universe
01.2010 - 01.2011
SALES MANAGER
EPRODUCE
01.2008 - 01.2010
FOURWALL DEVELOPMENT
Self-employeed
01.2002 - 01.2008
Associate of Arts -
Central Oregon Community College
High School Diploma -
Tigard High School
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