Summary
Overview
Work History
Education
Skills
References
Timeline
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Donna Beaulieu

8237 Thames Blvd A Boca Raton,FL

Summary

LO with 21 years experience in Mortgage industry. Currently licensed FL, KY, TX, CA. Knowledge of Purchase market, including 13 years on Builder end/new construction

Overview

20
20
years of professional experience

Work History

Inside LO

Hamilton Home Loans
Sunrise, FL
03.2021 - 01.2022


  • Responsible for transition loans, employee loans, direct referrals
  • LOA for LEX KY and Raleigh NC branches
  • Worked alongside VP of sales/production on daily basis


Mortgage Loan Originator

FBC Mortgage LLC
Orlando, FL
02.2017 - 06.2019


  • FBC Mortgage Builder division/Maronda Homes
  • Effectively managed pipeline of 100+ borrowers
  • Successfully closed 12-15 loans per month
  • Monthly loans funded exceeding 2.5M
  • Received regional branch recognition award/President's Club for loans produced in 2018
  • Strong knowledge of DU/LP/GUS; Encompass


Mortgage Loan Originator

Toll Brothers/TBI Mortgage
Horsham, PA
04.2006 - 09.2016


  • Pre-approved buyers at initial sales consult with Builder
  • Advised Toll sales team buyer is clear/approved to move forward with Contract
  • Submitted loans directly to underwriting for approval/denial
  • Inherited pipelines when LO's would leave company. Capable of taking over where other LO left off
  • Closed average of 10-15 loans per month
  • Managed pipeline of up to 170+ loans
  • Company LO for employee loans year 5-10
  • Worked directly with underwriters to resolve issues
  • Significant knowledge Self Employed; Conventional, FHA, VA loan products



Loan Officer

Home Finance Of America
Plymouth Meeting, PA
01.2000 - 04.2006


  • Recommended loan approvals and denials based on customer loan application reviews
  • Developed prospects for new loans by conducting 10-15 calls per day
  • Consistently followed up on internet leads
  • Performed daily maintenance of pipeline

Education

Social Work/Social Services

Temple University
Philadelphia, PA

Skills

  • NMLS licensed in FL, KY, CA, TX
  • Superior knowledge of Mortgage Lending
  • Works well on team
  • Excellent customer service
  • Strong time management
  • People Oriented

References

Howard Vernick- Hamilton Homes Loans; Executive VP of Sales & Production


Tim Vaughan- Hamilton Homes Loans; LO for LEX KY branch


J. Andrew Smoot- Toll Brothers/TBI Mortgage; Regional VP of Sales & Production



Timeline

Inside LO

Hamilton Home Loans
03.2021 - 01.2022

Mortgage Loan Originator

FBC Mortgage LLC
02.2017 - 06.2019

Mortgage Loan Originator

Toll Brothers/TBI Mortgage
04.2006 - 09.2016

Loan Officer

Home Finance Of America
01.2000 - 04.2006

Social Work/Social Services

Temple University
Donna Beaulieu