HOLDEN CLAUS
Thousand Oaks,CA
Summary
Dedicated professional in mortgage origination and marketing coordination, equipped with a proven track record of enhancing operational success through strategic development and relationship building. Demonstrates a strong commitment to outstanding client service and regulatory compliance, successfully supporting sales initiatives while managing client relationships. Eager to contribute to organizational growth by applying extensive industry knowledge and effective communication skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Loan Officer
Synergy One Lending
Los Angeles, CA
07.2022 - Current
- Assisted clients in securing residential mortgages by evaluating financial profiles and recommending appropriate loan products.
- Maintained compliance with federal and state mortgage regulations while ensuring exceptional customer service.
- Developed strong relationships with referral partners and clients, resulting in increased business.
Loan Officer
Finance of America Mortgage
Westlake Village, CA
09.2021 - 07.2022
- Provided personalized mortgage advice by assessing clients' financial profiles and recommending suitable loan products to meet their homeownership goals.
- Successfully managed end-to-end loan applications, ensuring accuracy in documentation and compliance with federal and state regulations.
- Cultivated strong relationships with real estate agents, builders, and financial planners to generate consistent referrals and expand the client base.
Marketing Coordinator
Finance of America Mortgage
Westlake Village, CA
11.2017 - 09.2021
- Designed and executed targeted marketing campaigns to promote mortgage products, increasing brand visibility and lead generation.
- Developed marketing materials, including flyers, email campaigns, and social media posts, to support loan officers and enhance client engagement.
- Organized and managed client appreciation events, open houses, and networking functions to strengthen relationships with referral partners and potential clients.
Traffic and Logistics Manager
Western Saw
Oxnard, CA
05.2016 - 10.2017
- Managed the end-to-end movement of goods, ensuring timely deliveries and optimal routes to minimize transportation costs and delays.
- Supervised and trained logistics staff, fostering a high-performing team that consistently met operational targets.
- Implemented efficient tracking systems to monitor inventory levels, reducing shortages and streamlining warehouse operations.
Education
Business Administration -
California State University, Northridge
Skills
- Residential Mortgage Loan Origination
- Client Consultation
- Relationship Building
- Loan Application Processing
- Marketing and Brand Strategy
- Team Leadership
- Branch Operations
- Compliance with Federal and State Regulations
Certification
- Nationwide Mortgage Licensing System, 1761298
- Certified Mortgage Advisor
Personal Information
Title: Operations Manager
Timeline
Loan Officer
Synergy One Lending
07.2022 - Current
Loan Officer
Finance of America Mortgage
09.2021 - 07.2022
Marketing Coordinator
Finance of America Mortgage
11.2017 - 09.2021
Traffic and Logistics Manager
Western Saw
05.2016 - 10.2017
- Nationwide Mortgage Licensing System, 1761298
- Certified Mortgage Advisor
Business Administration -
California State University, Northridge
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