Cesar Ramirez
Westminster,CA
Overview
7
7
years of professional experience
Work History
Day Trader
Self-employeed
Westminster, California
11.2024 - Current
- I routinely trade stock price action to determine optimal entry and exit points
- Maintained current knowledge of state regulations for clearing platforms.
- Analyzed market trends to identify profitable trading opportunities.
Sr Loan Officer
American Heritage Lending
08.2023 - 10.2024
- Prospect from data base of leads and serve as first point of contact for incoming calls and prospective clients.
- Structure loans and quote clients on our suite of Non – QM products such as, DSCR loans, RTL, Bridge loans and bank statement loans.
- Build, collect documents, and submit loans into possessing. Preliminary underwrite files before submitting to processing and assist with processing to ensure on time closing.
- Communicate with my processing and closing department to submit completed files.
- Ensure communication with the client throughout processing and restructuring loan as needed.
Senior Solar Sales Consultant
Solvida Group
06.2018 - 04.2023
- Deliver formal presentation via at home appointment, video conference or over the phone.
- Advise clients to help identify their energy saving needs.
- Address potential concerns by offering problem solving solutions.
- Provide sourced information that is current and up to date to avoid misinformation.
- Collaborate to conduct the preliminary designs and schedule follow up in home inspections.
- Maintain consistent communication through the permitting and installation process.
Education
BA - Economics, Mathematics
Cal Poly Pomona
01.2017
Skills
- Cimarron
- Optimal Blue
- Encompass
- Stewart Title
- Adobe
- Word
Timeline
Day Trader
Self-employeed
11.2024 - Current
Sr Loan Officer
American Heritage Lending
08.2023 - 10.2024
Senior Solar Sales Consultant
Solvida Group
06.2018 - 04.2023
BA - Economics, Mathematics
Cal Poly Pomona
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