Sales Consultant with extensive experience driving revenue growth and consistently meeting targets. Demonstrated ability to cultivate strong client relationships and excel in negotiation. Over 12 years of expertise in the mortgage industry, delivering exceptional customer service and results.
Overview
16
16
years of professional experience
Work History
Mortgage Broker
Xpert Home Lending DBA HI Velocity Mortgage
Honolulu
02.2024 - Current
Assisted clients with navigating complex mortgage regulations while guiding them through each step of the application process.
Educate borrowers by simplifying the mortgage loan process.
Communicated closely with various lenders to obtain most effective loans for customers purchasing homes.
Responsible for Quality Control for each closed loan to meet the Department of Financial Institutions rules and regulations in preparation of brokerage audits.
Collaborated with different lenders to find best possible deal for homebuyers.
Established strong relationships with borrowers, which helped to forge new business opportunities.
Broker Owner / President
HI Velocity Mortgage
Honolulu
09.2021 - 02.2024
Created a new Mortgage Brokerage that works with various wholesale lenders.
Responsible for Quality Control for each closed loan to meet the Department of Financial Institutions rules and regulations in preparation of brokerage audits.
Closed 105 Loans with the loan volume of $54,911,585 in less than 2 years.
Created and Maintained Relationships with referral partners such as Real Estate Agents and Financial Planners.
Mortgage Loan Officer
Hawaii VA Loans
Honolulu
04.2013 - 01.2020
Top producing Loan Officer at Hawaii VA Loans.
Successfully helped hundreds of veterans successfully purchase and refinance their homes.
Served as a liaison for sales and servicing of financial services and products.
Branch Sales Associate
Aloha Pacific FCU
Honolulu
04.2012 - 04.2013
Responsible for opening accounts, sales, and other related duties to include servicing.
Performed branch responsibilities for both teller services and member services.
Teller / Consumer Bank Representative
Bank of Hawaii
Honolulu
05.2009 - 04.2012
Serves as a liaison for sales and servicing of financial services and products.
Responsible for opening accounts, sales, and other related duties to include servicing.
Performed branch responsibilities for both teller services and member services.
Ranked in the top five in Consumer Banking Representative Sales.
Awarded the perfect client experience 2 years in a row.
Education
Bachelor's degree - Economics
University of Hawaii At Manoa
Honolulu, HI
12.2011
High school or equivalent -
Punahou School
Honolulu, HI
12.2007
Skills
Excellent communication skills
Adaptability and Crisis Management
Exceptional customer service
Sales Development
Problem Solver
Attention to Detail
Personal Information
Title: Mortgage Broker - HI
Timeline
Mortgage Broker
Xpert Home Lending DBA HI Velocity Mortgage
02.2024 - Current
Broker Owner / President
HI Velocity Mortgage
09.2021 - 02.2024
Mortgage Loan Officer
Hawaii VA Loans
04.2013 - 01.2020
Branch Sales Associate
Aloha Pacific FCU
04.2012 - 04.2013
Teller / Consumer Bank Representative
Bank of Hawaii
05.2009 - 04.2012
Bachelor's degree - Economics
University of Hawaii At Manoa
High school or equivalent -
Punahou School
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