Dynamic and motivated professional skilled in problem solving, analytical skills, demonstrating exceptional communication skills, and making critical decisions. Adaptable leader with the ability to work independently.
Overview
7
7
years of professional experience
Work History
Housing Consultant
J&M Homes
09.2024 - Current
Consult with clientele to identify their needs, preferences, and financial concerns.
Work side by side with client in designing and building of home while being main point of contact for contractors and lenders during building phase.
Maintaining an extensive database of all clients leads through sales center walk-ins, phone calls and website leads.
Increased client referrals through exceptional customer service and dedication to meeting their unique housing needs.
Conducted thorough property inspections to identify potential issues and recommend necessary repairs or improvements prior to client move in.
Housing Consultant
Homes Direct
10.2022 - 01.2024
Consult with clientele to identify their needs, preferences, and financial concerns.
Provide home tours to clients including detailed information on offerings of home while focusing on clientele needs and goals.
Building strong networking partnerships to assist clients with purchasing land, selecting lender for new construction loan, and offering options for home insurance coverage and escrow officers.
Work side by side with client in designing and building of home while being main point of contact for contractors and lenders during building phase.
Maintaining an extensive database of all clients leads through sales center walk-ins, phone call and website leads.
Mortgage Loan Officer
Fairway Independent Mortgage
08.2022 - 04.2023
Meet with applicants to obtain information for loan applications and to answer questions about the process.
Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Developed extensive network of referral partners to source new mortgage loan opportunities.
Mortgage Loan Consultant
Caliber Home Loans
04.2022 - 08.2022
Interview client to understand goals to guide them on a program that best fits those goals.
Delivered personalized financial advice to clients based on their unique needs and goals, fostering long-lasting relationships built on trust and expertise.
Analyzed client credit histories to identify areas for improvement, providing tailored recommendations that increased the likelihood of mortgage approval success.
Developed extensive network of referral partners to source new mortgage loan opportunities.
Mortgage Loan Originator
US Bank
07.2020 - 04.2022
Develop and maintain relationships with real estate agents, insurance agents, CPA’s, credit unions, banks, and mortgage brokers.
Interview client to understand goals to guide them on a program that best fits those goals
Mentored and trained Jr. Mortgage Loan Officer
Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
Analyzed applicant financial data to determine eligibility for various loan products, tailoring recommendations based on individual needs.
Maintained up-to-date knowledge of industry regulations, changes, and trends to provide accurate advice to clients.
Mortgage Loan Officer
Bank of America
05.2019 - 07.2020
Developed extensive network of referral partners to source new mortgage loan opportunities.
Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
Developed strong partnerships with local real estate agents to generate consistent referral sources for mortgages.
Organized educational seminars for prospective homebuyers, increasing company visibility in the community.
Building Loan Consultant
Polygon Mortgage
09.2018 - 05.2019
Negotiate rate and rate costs with client to allow for builder credits.
Exceeded sales goals through proactive networking and lead generation initiatives.
Assisted clients in securing loans by providing personalized guidance and identifying suitable products.
Generated numerous valuable leads through outbound phone calls to local consumers and businesses.
Conducted comprehensive financial analyses to determine borrower eligibility for various loan programs.
Enhanced customer satisfaction rates with timely responses to inquiries and thorough explanations of loan processes.
Skills
Goal-oriented
Loyal
Positive attitude
Teamwork and collaboration
Customer service
Multitasking
Attention to detail
Decision-making
Relationship building
Interpersonal skills
Analytical thinking
Conflict resolution
Awards
Five Star Professional Award for 2016, 2017, 2019, 2021, 2022, Mortgage Credit Certification, Oregon Bond Approved Lender
New Homes Sales Consultant at McBride Homes and Sons LGI Homes, Richmond and American HomesNew Homes Sales Consultant at McBride Homes and Sons LGI Homes, Richmond and American Homes
New Home Sales Representative at Geranium Homes, Tribute Communities, Brookfield Homes, Empire HomesNew Home Sales Representative at Geranium Homes, Tribute Communities, Brookfield Homes, Empire Homes