Organized Sales and Sr. Real Estate and Loan Specialist with extensive knowledge of residential property sales and mortgage coordination. Successful at closing deals with accuracy and speed.
Overview
24
24
years of professional experience
Work History
Sr. Loan and Real Estate Specialist
Grand Avenue Realty And Lending
01.2018 - Current
Enhanced client satisfaction by providing exceptional customer service and timely updates on property transactions.
Maximized revenue with accurate pricing strategies based on thorough market analysis and research.
Closed 100+ sales per year each of last 3 years as top 3 salesperson in company of over 150 licensed agents.
Owner- A Pro Notary
A Pro Notary
01.2006 - Current
Owned and operated independent notary company handling all assigned loan signing duties for many top escrow offices including First American Title, Chicago Title, and Fidelity National Title
Specialized in forward and reverse mortgages with trust certifications.
Sr. National Account Representative
First American- Data Tree
01.2010 - 01.2012
Managed 10-million-dollar book of business compiled of Nation's largest lenders
Increased account retention by developing and maintaining strong relationships with key clients.
Collaborated with internal teams to deliver exceptional customer service and ensure client satisfaction.
Account Executive/National Manager
Mods 123
01.2008 - 01.2010
Responsibilities include assisting over 60 mortgage brokers nationwide in setup and daily operation of their loan modification departments
This involves identifying and contacting brokers, selling brokers web-based system and following up on implementation of system.
Branch Manager/Loan Officer
Western- Capital Mortgage
01.2004 - 01.2008
Worked as Branch Manager and supervised team of 8-10 local loan officers in Orange County, CA
Recruited, conducted interviews for new branch offices in Denver CO, Seattle WA and Sacramento CA
Working as a mortgage professional to close pre-arranged in-person appointments for high risk loans
Evaluated and set loans based upon the needs of clients and took the file from application to funding.
Loan Consultant- Newport Lending Group
01.2002 - 01.2004
Originated residential mortgage loans
Worked as part of a team and trained daily as a Real Estate Sales professional
Developed basic phone sales strategies as well as more advanced face-to-face professional sales presentations.
Sales Consultant- Gateway Learning Corporation
01.2000 - 01.2002
Went through an intensive sales training seminar
Sold educational products to private institutions, schools, and individual families
Responsible for the follow-up of existing accounts as well as mining and developing new accounts.
Education
Salesperson License (active) - Real Estate License
California Department of Real Estate
California
03.2024
Loan Officer (active) - Residential Real Estate
NMLS Licensed Loan Officer (California)
California
03.2024
Commissioned Notary since November 2004 -
Notary Public State of California
California
03.2024
Associate Degree in Liberal Studies - Liberal Studies
San Diego City College / University of Laverne
California
01.1994
Skills
Microsoft Word: Creating, formatting, and editing text documents
Microsoft Excel skills: Proficiency in data entry, formulas, sorting, filtering, etc
Microsoft PowerPoint: Preparing visually appealing, clean presentations
Microsoft Outlook: Managing emails and contacts, scheduling appointments, etc
Google Docs: creating and formatting documents with real-time collaboration
Google Sheets: managing spreadsheets using knowledge of functions and formulas
Google Slides: creating and formatting appealing presentations, applying additional effects when needed
Communication tools: proficiency in using Gmail, Google Calendar, Google Meet, Google Chat, and more
Portfolio Management
Athletics
HS Varsity Soccer, Basketball and Baseball
Men's Junior College Basketball Team (San Diego City College)
Men's College Basketball Team (Univ. Laverne)
NJB Girls Elementary Head Coach
PPR Certified Pickleball Coach
Timeline
Sr. Loan and Real Estate Specialist
Grand Avenue Realty And Lending
01.2018 - Current
Sr. National Account Representative
First American- Data Tree
01.2010 - 01.2012
Account Executive/National Manager
Mods 123
01.2008 - 01.2010
Owner- A Pro Notary
A Pro Notary
01.2006 - Current
Branch Manager/Loan Officer
Western- Capital Mortgage
01.2004 - 01.2008
Loan Consultant- Newport Lending Group
01.2002 - 01.2004
Sales Consultant- Gateway Learning Corporation
01.2000 - 01.2002
Salesperson License (active) - Real Estate License
California Department of Real Estate
Loan Officer (active) - Residential Real Estate
NMLS Licensed Loan Officer (California)
Commissioned Notary since November 2004 -
Notary Public State of California
Associate Degree in Liberal Studies - Liberal Studies
San Diego City College / University of Laverne
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