Ionas Con

• Led direct mortgage origination across New York, Florida, and Illinois , building and managing long-term referral relationships with real estate agents, investors, and partners
• Monitored pipelines to track and log status of loans.
• Supervised loan personnel and motivated to maintain customer service and performance standards.
• Acted as a market-facing loan officer while identifying gaps in products, workflows, and borrower experience to inform internal R&D and product initiatives
• Designed and launched new mortgage products across CRA, Non-QM, and CHAMP programs , expanding access to credit for first-time and underserved borrowers
• Built internal loan officer portals and sales enablement tools to support onboarding, standardize origination processes, and strengthen agent referral pipelines
• Developed AI-powered internal tools to automate lead routing, surface borrower insights, and track loan officer productivity
• Integrated AccountChek and internal systems to streamline income verification and generate underwriting-ready income worksheets , reducing manual processing time
• Implemented and optimized HubSpot CRM, VOIP, and Microsoft 365 , modernizing origination workflows and improving pipeline visibility
• Led training for 50+ loan officers , increasing productivity and lead-to-close conversion by 25%
• Partnered with Compliance, IT, and Underwriting to ensure all new products and tools met regulatory, investor, and operational requirements
• Originated, reviewed, processed, closed, and administered customer loan proposals.
• Negotiated loan terms to provide favorable outcomes for both customers and lenders.

• Ranked #1 in sales activity across NYC markets (May–Nov 2022) by scaling agent relationships and expanding access to credit for underserved borrowers
• Conducted end-to-end origination process audits and stakeholder interviews, redesigning workflows to reduce approval friction and cycle time

• Generated $33M+ in originations while maintaining an average of 50 loans per quarter in a high-volume digital channel
• Owned training and enablement for Encompass and Salesforce , driving consistent adoption and operational consistency
• Acted as a bridge between sales leadership and IT , aligning workflows, tools, and execution
• Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
• Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
• Analyzed loan applications and credit reports to determine loan eligibility and risk level.

• Managed receivables and automated billing using QuickBooks, achieving 100% payment accuracy
• Built internal SharePoint and Azure portals to centralize data access and align with compliance
• Trained 50+ users on collaboration platforms, enhancing reporting and tech usage

• Closed two private equity-backed acquisitions totaling $8M in Skilled Nursing assets
• Identified decision-makers in niche healthcare real estate segments, building qualified acquisition pipelines

Foundations & Applications of Financial Technology by Wharton University of Pennsylvania