Experienced and member-focused Financial Services Manager with 25 years in banking and lending services, including mortgage products, loan origination, and regulatory compliance. Skilled in guiding members through the loan process, evaluating financial data, and ensuring adherence to lending standards and guidelines. Seeking to leverage extensive leadership and customer service experience to transition into a Mortgage Loan Officer role at Lennar.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Branch Manager
Security Service Federal Credit Union
01.2011 - Current
Responsible for overseeing and auditing all Branch operations, including cash operations, audit and compliance, member service, and sales.
Led lending operations at the branch level, including reviewing mortgage, consumer, and home equity loan applications for accuracy and compliance.
Conducted financial interviews and guided members through loan qualification and application processes, delivering personalized recommendations based on financial goals.
Ensured regulatory compliance with lending regulations including RESPA, TILA, HMDA, and NMLS standards.
Collaborated with underwriting and processing departments to ensure timely loan closings.
Trained and supervised staff on lending procedures, loan documentation requirements, and cross-selling strategies.
Promoted mortgage and refinancing products during branch consultations to help members achieve home ownership and financial goals.
Maintained a strong focus on service, accuracy, and compliance to reduce errors and increase member satisfaction.
Education
Bachelor of Science - Business Administration & Management
University of the Incarnate Word
San Antonio, TX
01.2015
Skills
Mortgage Lending & Loan Origination
Consumer Lending & Financial Counseling
Loan Documentation & Regulatory Compliance
Member Relationship Management
Training & Performance Coaching
Bilingual: English & Spanish
Goal oriented
Relationship selling
Loan origination
Residential mortgage lending regulations
Sales development
Regulatory compliance
Certification
NMLS # 1625134
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Interests
Traveling, Fitness
Timeline
Branch Manager
Security Service Federal Credit Union
01.2011 - Current
Bachelor of Science - Business Administration & Management
Assistant Vice President Commercial Insurance at Security Service Federal Credit UnionAssistant Vice President Commercial Insurance at Security Service Federal Credit Union