Participated actively in faculty meetings or professional development sessions within the school district.
Collaborated with other instructors on curriculum development projects and interdisciplinary initiatives.
Utilized multimedia technologies such as audio-visual equipment, computers or video projectors when teaching classes.
Senior Mortgage Banker
Bell Bank Mortgage
Winter Park
09.2022 - 02.2024
Analyzed financial information such as income, debt, assets and credit reports to determine loan eligibility.
Identified opportunities for cross-selling additional banking products or services.
Participated in continuing education courses related to lending laws and regulations.
Licensed Mortgage Loan Originator
loanDepot.com LLC
Westlake Village
10.2020 - 09.2022
Developed and maintained relationships with real estate agents, builders, and financial professionals to increase referral business.
Prepared detailed loan application packages for review by underwriters.
Counseled clients on debt management, budgeting, and other financial matters related to the purchase of a home.
Licensed Mortgage Loan Officer
KBHS Home Loans LLC
Woodland Hills
10.2018 - 08.2020
Built relationships with referral partners such as real estate agents, builders, attorneys and financial planners in order to generate more business opportunities.
Maintained detailed records of all client interactions, transactions, and documents related to loan origination.
Provided excellent customer service throughout the entire loan process.
Mortgage Banker
Bank of the West (now BMO)
Thousand Oaks
05.2015 - 07.2018
Advised customers on various mortgage products available from the bank.
Managed pipeline of loans from origination through closing process while monitoring progress regularly.
Provided customer service to clients by responding to inquiries, addressing concerns and resolving issues.
Mortgage Banker
Citibank, NA
Saugus
09.2012 - 03.2015
Developed relationships with referral sources such as realtors, builders and attorneys.
Advised customers on various mortgage products available from the bank.
Researched market conditions affecting local areas served by the bank in order to provide competitive pricing options.
Assisted in the preparation of loan applications by gathering all required documents and verifying accuracy of data entered.
Education
MBA - FInance
University of San Francisco
San Francisco, CA
12-1990
Skills
Curriculum development
Classroom management
Instructional technology
Assessment techniques
Educational psychology
Relationship building
Certification
Florida Temporary Teaching Certification #1511548
Florida Real Estate Salesperson License #SL3537264
Career Research & Decision Making Teacher at Lake Minneola – Lake County SchoolsCareer Research & Decision Making Teacher at Lake Minneola – Lake County Schools