Carlos Guerrero
Goodyear,AZ
Summary
Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.
Overview
10
10
years of professional experience
Work History
Legal Intake Specialist
Rafi Law Group, PLLC
07.2022 - Current
- Completed intake assessment forms and filed clients' charts.
- Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
- Answered phone calls and provided new clients with required paperwork to initiate service.
- Communicated pertinent information to clients via phone, email, and mail.
- Interviewed clients to obtain information relevant to cases.
- Conducted detailed client intakes and entered information into company database.
LICENSED LOAN ORIGINATOR
AMERISAVE MORTGAGE CORP
09.2021 - 05.2022
- Comprehensive knowledge of loan products and FNMA/ FHLMC, FHA and VA guidelines
- Present loan options and collect supporting documents to submit for processing
- Follow up with prospective clients
- Handle inbound and outbound leads to convert into applications
- Licensed through NMLS for 15 individual states.
- Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
LICENSED LOAN ORIGINATOR
CARDINAL FINANCIAL
09.2019 - 06.2021
- Comprehensive knowledge of loan products and FNMA/ FHLMC, FHA and VA guidelines
- Present loan options and collect supporting documents to submit to processing
- Prepared documents for customers, submitting and overseeing through each step of closing process.
- Follow up with prospective clients
- Handle inbound and outbound leads to convert into applications
- Licensed through NMLS for 10 individual states.
LICENSED LOAN ORIGINATOR
LOANDEPOT
10.2018 - 05.2019
- Comprehensive knowledge of loan products and FNMA/ FHLMC, FHA and VA guidelines
- Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
- Present loan options and collect supporting documents to submit to processing
- Follow up with prospective clients
- Handle inbound and outbound leads to convert into applications
- Licensed through NMLS for 10 individual states.
SALES PROFESSIONAL
CAMELBACK SUBARU MAZDA
07.2017 - 09.2018
- Display of inventory Knowledge of products and services to present to customers
- Follow up with potential customers
- Set appointments for potential sales
- Manage customer information in a CRM system.
- Grew client base by analyzing consumer needs to introduce relevant products and complete sales processes.
- Enhanced product presentation and promotional material displays, working alongside retail representatives.
- Applied prospecting expertise to generate and pursue leads, setting up appointments and site visits to maintain budding relationships.
SALES PROFESSIONAL
LARRY H. MILLER VOLKSWAGEN
05.2017 - 07.2017
- Display of inventory Knowledge of products and services to present to customers
- Follow up with potential customers
- Set appointments for potential sales
- Manage customer information in a CRM system.
- Maintained consistent sales by developing and deepening positive customer connections.
SALES REPRESENTATIVE
ENVISION SECURITY INC
01.2017 - 04.2017
- Presented a product with features, benefits and advantages to the customer
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
- Handled customer information and negotiated terms with customers
- Follow up with customers.
- Developed and implemented sales strategies to increase profits.
Varsity Soccer Captain: Senior
Offensive MVP
01.2015 - 01.2016
DECA
01.2014 - 01.2016
Education
HIGH SCHOOL DIPLOMA -
RAYMOND S. KELLIS HIGH SCHOOL
Skills
- Fast learner
- Energetic and work well with others
- Proficient in Word, and able to manage excel
- Interpretation and Translation Services
- Government Standards
- Retail Mortgages
- Appraisal Reviews
Timeline
Legal Intake Specialist
Rafi Law Group, PLLC
07.2022 - Current
LICENSED LOAN ORIGINATOR
AMERISAVE MORTGAGE CORP
09.2021 - 05.2022
LICENSED LOAN ORIGINATOR
CARDINAL FINANCIAL
09.2019 - 06.2021
LICENSED LOAN ORIGINATOR
LOANDEPOT
10.2018 - 05.2019
SALES PROFESSIONAL
CAMELBACK SUBARU MAZDA
07.2017 - 09.2018
SALES PROFESSIONAL
LARRY H. MILLER VOLKSWAGEN
05.2017 - 07.2017
SALES REPRESENTATIVE
ENVISION SECURITY INC
01.2017 - 04.2017
Varsity Soccer Captain: Senior
Offensive MVP
01.2015 - 01.2016
DECA
01.2014 - 01.2016
HIGH SCHOOL DIPLOMA -
RAYMOND S. KELLIS HIGH SCHOOL
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