Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
12
12
years of professional experience
1
1
Certificate
Work History
Homeownership Center Manager and Financial Coach
NeighborWorks (Non-Profit Agency)
09.2021 - Current
Manage residential loan application process, making important financial decisions, including reviewing client loan applications, and supporting documentation, estimating creditworthiness, repayment risk, budgeting, increasing credit score, decreasing debt, and preparing monthly loan summaries for presentation to loan committee
Managed work and performance of more than 5 employees
Manage and process pipeline of prospective homebuyers and flow of mortgage ready homebuyers to secure client relationships
Train staff and provide necessary tools and training monitoring curriculum standards to develop their knowledge and skills administered through facilitating homebuyers’ education classes.
Developed and delivered engaging group presentations and one-on-one coaching sessions
Guided participants in development of realistic goals and enhanced accountability on financial matters
Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs
Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities, with inputting data in Salesforce cloud(CRM) to accurately document outcomes
Expanded customer base through community outreach and strategic business partnerships
Assisted clients in reducing debt with effective budgeting techniques and expense tracking.
Improved clients'' credit scores through credit counseling and ongoing support.
Branch Manager
Mariner Finance
06.2016 - 01.2021
Responsible for retention and maintenance of existing accounts as well as developing awareness of additional sales and customer service activities
Consistently reviews and develops action plans for delinquent loan accounts including initiating customer contacts, negotiating extensions of refinancing
Examined customer loan applications for loan approvals and denials
Evaluated project applications and verified with outline specifications to approve, reject, and recommend adjustments
Submitted loan applications to underwriter for verification and recommendation
Assessed employee performance and developed improvement plans
Forecasted trends and recommended improvements based on financial risk analyses.
Assistant Manager/Loan Officer
Eagle Loan Company of Ohio
08.2012 - 05.2016
Responsible for providing administrative support by assisting manager in decision making for various projects in office
Maintain collection on delinquent accounts
Process loan applications after confirming credit worthiness
Provide recommendations to extend credit to accept or reject loan applicants
Assist customers by answering questions while maintaining customer confidence by keeping loan information confidential
Communicated acceptance or rejection to applicants via mail, email, telephone, or personal consultations
Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
Education
Associate of Arts -
Stautzenberger College
Maumee, OH
Bachelor of Science - Business Management
Grand Canyon University
Phoenix, AZ
04.2026
Skills
Problem solving
Marketing
MS Office Suite
Effective communication
Negotiating
Customer Service
Management Trainer
Salesforce CRM
Sales management
Business Development
Sales Tracking
Business Growth Initiatives
Team Leadership
Multitasking Abilities
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Homeownership Center Manager and Financial Coach
NeighborWorks (Non-Profit Agency)
09.2021 - Current
Branch Manager
Mariner Finance
06.2016 - 01.2021
Assistant Manager/Loan Officer
Eagle Loan Company of Ohio
08.2012 - 05.2016
Associate of Arts -
Stautzenberger College
Bachelor of Science - Business Management
Grand Canyon University
Certification
Financial Coaching Training - 2021-to present
Salesforce Cloud Training - 2021-present
Vita (IRS)Tax Preparation Training - 2021-to present
Volunteer Experience
Junction coalition, assisting with peace health and healing seminars and Junction community clean-up project, September 2022
Mott branch library, housing clinic to connect with other affiliate organizations community engagement discussion, November 2022
Junction coalition, housing clinic to help families in our community, December 2022