Dedicated Community Outreach and Client Services professional with over 10 years of experience in client advocacy and support during financial hardships and housing challenges. Expertise in mortgage loss mitigation, fraud investigations, and team leadership, with a strong focus on housing advocacy and harm reduction. Holds HUD and Fair Housing training, completed Peer Support Specialist coursework, and possesses an Ohio Life & Health Insurance License.
Work History
Loan Consultant
2 Years 3 Months
Mariner Finance | 12.2023 - 03.2026
Evaluated client financial needs to recommend suitable loan products.
Processed loan applications efficiently, ensuring compliance with company policies and regulations.
Conducted thorough credit analyses to assess borrower eligibility and risk levels.
Developed strong relationships with clients, providing ongoing support throughout the loan process.
Exceeded sales goals through proactive networking and lead generation initiatives.
Compiled documentation is necessary to successfully fund over 40 loans per month.
Loan Consultant
2 Years 1 Month
Lendmark Financial | 08.2021 - 09.2023
Evaluated loan applications, analyzed credit and income, and prepared compliant documentation to ensure clients understood financial options while providing compassionate customer service.
Guided clients through loan application processes, ensuring compliance with financial regulations.
Assessed client creditworthiness by analyzing financial documents and credit reports.
Developed tailored loan solutions to meet individual client needs and financial goals.
Area Manager
4 Years 1 Month
Boost Mobile | 07.2017 - 08.2021
Directed operations for seven retail locations, supervised 23 employees, recruited and trained new managers, resolved customer concerns, and fostered accountability and service culture.
Led team of sales associates to achieve quarterly performance goals.
Developed and implemented strategic sales initiatives to enhance market share.
Analyzed sales data to identify trends and inform decision-making processes.
Developed training programs to improve team performance and drive operational efficiency.
Fraud Investigator
1 Year 7 Months
JPMorgan Chase | 01.2016 - 08.2017
Investigated business banking fraud, collaborated with customers and law enforcement, and documented findings to ensure regulatory compliance and protect clients.
Conducted thorough investigations on potential fraudulent activities using advanced analytical tools.
Collaborated with law enforcement to gather evidence and support criminal cases.
Developed and implemented fraud detection strategies, enhancing operational efficiency.
Loss Mitigation Specialist
2 Years 8 Months
JPMorgan Chase | 05.2013 - 01.2016
Collaborated with homeowners in financial hardship to identify foreclosure-prevention options, reviewed documentation, and utilized HUD and Fair Housing knowledge to support borrowers effectively.
Analyzed borrower financial statements to assess eligibility for loan modifications and repayment plans.
Collaborated with clients to develop personalized loss mitigation strategies, enhancing customer satisfaction and retention.
Trained junior staff on loss mitigation processes, improving team efficiency and knowledge sharing.
Education
High School Diploma
Reynoldsburg High School | Reynoldsburg | 12-2003
Coursework completed at The Ohio State University (Political Science) and Honduras College (Real Estate Licensing Credits).
Skills
Regulatory Compliance
Document management
Fair Housing
Client Advocacy
Resource Navigation
Conflict Resolution Techniques
Program Coordination
Client Relationship Management
Team Leadership
Customer Support Strategies
Financial Literacy Training
Financial Solutions Consulting
Certification
Ohio Life & Health Insurance License, HUD & Fair Housing Training, Completed Peer Support Specialist Coursework, Mortgage Loss Mitigation & Foreclosure Prevention, Fair Lending & Consumer Protection Compliance
Community Leadership & Advocacy
Ohio Harm Reduction Coalition, Conduct community outreach by distributing naloxone, hygiene kits, and harm reduction supplies. Educate community members on overdose prevention and connect individuals to housing, healthcare, treatment, and other essential community resources.
Coalition on Homelessness and Housing in Ohio (COHHIO), Conduct outreach to Ohioans facing eviction, educate residents about their housing rights, and connect individuals with available housing resources and support services.