Summary
Overview
Work History
Education
Skills
Languages
Timeline
AccountManager
Gabriela Aguillon

Gabriela Aguillon

Salt Lake City,UT

Summary

Organized Client Manager with 10+ years of experience in client relations and account management. Extensive sales, customer service knowledge, and success in client education. Adept at coordination accuracy and following company and zoning regulations.

Well-versed in customer engagement strategies. Pursues opportunities to build connections, increase revenue and retain loyalty.

Overview

10
10
years of professional experience

Work History

Mortgage Loan Officer / Broker

Nexa Mortgage
08.2019 - Current
  • Work with underwriters Internal and external third parties to address discrepancies and resolve client issues across multiple states.
  • Presented appropriate loan propositions pertaining to client needs.
  • Reviewed loan files and updated to match best presenting standards for each state.
  • Provided Client education and documentation to ease the process and reduce client confusion.
  • Fielded customer complaints looked for and provided appropriate solutions.

Sales Manager / Loan Originator

NAF
04.2018 - 08.2019
    • Handled client and employee relations, enabling quick resolution and client satisfaction.
    • Maintained relationships with clients and referral partners found new ones by identifying needs and offering appropriate services.
    • Coached employees and referral partners in successful selling methods and encouraged cross-selling to drive continual increase in total revenue.
    • Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies.

Loan Officer

Eagle Home Mortgage
03.2017 - 03.2018
    • Completed Manager education for future branch - managing staff left.
    • Submitted loan applications to underwriter for verification and recommendations.
    • Originated, reviewed, processed, closed and administered customer loan proposals.
    • Recommended loan approvals and denials based on customer loan application reviews.
    • Maintained strict confidentiality of bank records and client information.

Loan Officer

Veritas Funding
09.2015 - 03.2017
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Maintained strict confidentiality of bank records and client information.
  • Advised clients on mortgage, education and personal loans.
  • Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
  • Developed and maintained relationships with local real estate agents.
  • Closely monitored performance of current portfolio of specialty loans and made changes to achieve performance targets.
  • Monitored pipelines to track and log status of loans.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.

Vice President

NAHREP SLC
Salt Lake City, UT
05.2015 - 07.2017
  • Established performance goals for department and provided methods for reaching milestones. Increasing memberships by 15% annually
  • Assisted in Increasing event attendance by over 100%.
  • Hired and managed members to maximize productivity while training staff on best practices and protocols.
  • Demonstrated proficient leadership skills organized coordinated events and event revenue.
  • Devised and presented business plans and forecasts to board of directors.
  • Represented organization at industry conferences and events.
  • Initiated strategy to drive organization growth and increase market share and profitability.

Education

BBA - Business Administration And Management

BVU
South Jordan, UT
03.2008

Skills

  • COBAL Expertise
  • Client Account Management
  • Client Retention
  • Negotiation Tactics
  • Application Tracking
  • Document Analysis
  • Scheduling Oversight
  • Regulatory Compliance
  • Remote Video Conferencing
  • Analytical and Critical Thinking

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Mortgage Loan Officer / Broker

Nexa Mortgage
08.2019 - Current

Sales Manager / Loan Originator

NAF
04.2018 - 08.2019

Loan Officer

Eagle Home Mortgage
03.2017 - 03.2018

Loan Officer

Veritas Funding
09.2015 - 03.2017

Vice President

NAHREP SLC
05.2015 - 07.2017

BBA - Business Administration And Management

BVU

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Gabriela Aguillon