CESAR DIAZ
Anaheim,CA
Summary
Motivated and goal-oriented customer service professional with experience working within financial/lending institutions looking to transition fields. Adept at following complex industry regulations, managing extensive pipelines of diverse clientele, working in high pressure environments to meet strict deadlines, and cultivating strong client connections through effective communication.
Overview
5
5
years of professional experience
Work History
Mortgage Loan Officer
Carrington Mortgage Services
Anaheim, CA
07.2022 - 10.2023
- Managed extensive personal pipeline of over fifty clients
- Utilized sales strategies to exceed company quotas regarding loan fundings month over month
- Met with applicants to obtain information for loan applications and answer questions about loan process
- Educated and informed clients on various mortgage services available to them and utilized good faith in order to get them to qualify
- Gathered necessary documentation required by law to determine loan eligibility
Mortgage Loan Officer
Mission Loans
Irvine, CA
10.2021 - 05.2022
- Sourced and contacted clients through various channels (Zillow, Lending Tree, Nerdwallet, etc.) in order to offer mortgage services
- Created personal book of business to nurture and follow up with on a consistent basis
- Reviewed loan applications to verify completeness and accuracy according to applicable policies
- Reviewed credit histories from applicants and determined feasibility of granting requested loans
- Identified valuable solutions for customers with credit problems and utilized sales strategy's to place them into better financial standing
Mortgage Loan Officer
New American Funding
Tustin, CA
06.2018 - 05.2021
- Received or made 70+ calls daily through inbound/outbound call system
- Created/Reviewed loan files and updated to match current standards of loan qualification
- Provided ongoing client support throughout the entire loan processes until closing
- Explained technical financial information to applicants in easy to understand language
- Researched emerging trends in mortgage programs and regulations to improve on sales strategy
Education
Bachelor of Science - Finance
Cal State University Long Beach
05.2018
Skills
- Financial Management
- KPI Analysis
- Compliance Analysis
- Regulatory Compliance
- Sales and negotiation
- Critical thinking and analysis aptitude
- Client account management
Timeline
Mortgage Loan Officer
Carrington Mortgage Services
07.2022 - 10.2023
Mortgage Loan Officer
Mission Loans
10.2021 - 05.2022
Mortgage Loan Officer
New American Funding
06.2018 - 05.2021
Bachelor of Science - Finance
Cal State University Long Beach
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