Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. People driven. Results delivered.
Overview
6
6
years of professional experience
Work History
Mortgage Advisor
Cornerstone Home Lending
02.2021 - Current
Built relationships with referral partners to get business in the door and drive profitability.
Met with buyer prospects for consultations to provide financial guidance and coaching for the biggest purchase of their lives.
Used various software and data platforms such as Salesforce, Loan origination, to streamline the process for the team.
Ensured efficient transitions from pre-contract activities to loan closing with the mortgage operations team, escrow company, and underwriting.
Hosted financial workshops and classes for first time home buyers using down payment assistance form the WA state housing financial commission.
Transaction Coordinator
Cornerstone Home Lending
08.2020 - 02.2021
Ordered and tracked Appraisals, Title, Escrow, HOI Insurance, SSA validation, VOE’s, Tax transcripts, fraud reports, flood reports, and more.
Sorted and audited wet signed disclosures within LoanSoft and LoanFly for completeness and signature requirements, and uploads.
Identified marks for the processor’s attention deficiencies/discrepancies in the file documentation.
Performed quality checks and audits for accuracy on all files and items ordered.
Global Real Estate Intern
World Vision International
09.2019 - 01.2020
Apart of a 3.5-million-dollar project in West Africa (Senegal) that consolidated three buildings into one and gave 100+ employees a place to work.
Funneled my own matrix project to build a fit-out cost calculator for global properties, per major region around the world for the REAM database.
Worked in the Real Estate Asset Management database (REAM) and supporting its users, by collaborating and communicating daily with offices and properties in various countries.
Collected, abstracted, and cross-referenced Real Estate property data to educate other countries on how to navigate the database and save money.
Sales Associate
Nordstrom
05.2018 - 01.2020
Significantly above sales quota every pay period; top three pacesetter in gross profit on commission in the summer of 2019.
Tracked inventory and orders providing our team with efficient inventory organization and customers with excellent service.
Trained new sales employees on effective sales, service and operational strategies to maximize team performance.
Education
Bachelor of Arts - Business Management
Azusa Pacific University
Azusa, CA
04.2021
Skills
Proficient in SalesForce, Excel, Database matrix
Financial literacy Passed mortgage finance national Test
Analytical and Critical Thinking
Management
Timeline
Mortgage Advisor
Cornerstone Home Lending
02.2021 - Current
Transaction Coordinator
Cornerstone Home Lending
08.2020 - 02.2021
Global Real Estate Intern
World Vision International
09.2019 - 01.2020
Sales Associate
Nordstrom
05.2018 - 01.2020
Bachelor of Arts - Business Management
Azusa Pacific University
Similar Profiles
Carlos AbrilCarlos Abril
Customer Care Representative at Cornerstone Home Lending, Inc.Customer Care Representative at Cornerstone Home Lending, Inc.