David Castaneda
Houston
Summary
Mortgage lending professional with over five years of experience helping people navigate one of the biggest financial decisions of their lives. Known as a collaborative team player with a strong track record of top loan closings within my branch. I’m committed to delivering exceptional service and take pride in building trusted relationships with both clients and colleagues. I bring a solid background in loan processing, customer relationship management, accounting, and core financial services.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Mortgage Loan Processor
Union Home Mortgage Corp
Houston
03.2025 - Current
- Drove loan production by generating leads and managing pipelines effectively.
- Analyzed financial data such as income, assets, liabilities, and credit history to determine risk factors associated with each loan application.
- Guided clients through loan options, and kept clear communication while complying with regulations, to ensure full transparency during the loan process.
- Prepared and submitted accurate financial and loan documentation to meet required guidelines.
- I represented the company at several company sponsored events and promoted services.
- Monitor market trends daily, along with any changes to lending regulations.
- Managed loan application pipeline by completing and submitting reports within allotted turn-around times.
Mortgage Loan Officer Assistant
NRL Mortgage
Houston
10.2020 - 02.2025
- Maintained up-to-date knowledge and compliance with internal policies and procedures and verified adherence to state and federal laws, rules and regulations affecting loan institutions.
- Coordinated communication between clients, lenders, and real estate agents.
Education
Bachelor of Science - Accounting And Finance
University of Houston - Clear Lake
Houston, TX05-2020
Associate of Science - Accounting And Finance
San Jacinto College
Pasadena, TX05-2018
High School Diploma -
Clear Falls
League City, TX05-2014
Skills
- Financial analysis and risk assessment
- Customer relationship management
- Regulatory compliance expertise
- Problem-solving skills
- Time management proficiency
- Attention to detail
- Microsoft tools proficiency
- Multitasking abilities
- Communication excellence
- Data collection techniques
- Team collaboration skills
- Accounting systems knowledge
- Financial accounting expertise
- Income tax accounting skills
- Property accounting knowledge
- Market trend analysis
Affiliations
- Avid golfer, basketball and pickleball/tennis player
- Family oriented
- Enjoy hanging out with family & friends in my free time
- Like to travel and visit other countries
Accomplishments
- I've closed over 200 loans as a mortgage processor.
- Ranked 2nd in total closings within my division in 2021 and 3rd in 2022, 2023 & 2024
- Trained new employees as well as maintained current operations at the same time
Languages
English
Full Professional
Certification
- CPR Certified
- Bachelors Degree
- Associates Degree
References
References available upon request.
Timeline
Mortgage Loan Processor
Union Home Mortgage Corp
03.2025 - Current
Mortgage Loan Officer Assistant
NRL Mortgage
10.2020 - 02.2025
Bachelor of Science - Accounting And Finance
University of Houston - Clear Lake
Associate of Science - Accounting And Finance
San Jacinto College
High School Diploma -
Clear Falls
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