Dedicated candidate eager to leverage knowledge in protecting public safety as well commitment to upholding law. I am a hardworking and conscientious professional with extensive experience advocating for social and economic well-being of individuals and families. Enjoy collaborative work environment as well committed to inspire and address social issues to improve quality of life in marginalized communities.
Overview
9
9
years of professional experience
Work History
Housing Counselor
Neighborhood Assistance Corp of America
05.2024 - 09.2024
Proven track record in mortgage counseling and loan origination, notably with NACA, where I leveraged my expertise in risk analysis and customer service to enhance loan processing efficiency.
Developed successful housing action plans, addressing individual client needs and financial goals.
Provided ongoing case management for clients enrolled in housing programs, monitoring progress toward established goals.
Assisted clients in accessing essential housing resources, such as utility assistance programs and emergency shelter services.
Empowered clients to make informed decisions on their housing options by delivering educational workshops.
Managed high caseloads effectively while maintaining strict confidentiality standards.
Mortgage Loan Originator
New American Funding
11.2021 - 11.2022
Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
Interviewed applicants to assess loan requirements before suggesting offers.
Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
Prepared documents for customers, submitting and overseeing through each step of closing process.
Collected information from banks, institutions and employers to assess applicant eligibility.
Mortgage Loan Originator
Sovereign Lending Group
10.2020 - 04.2021
Structured loans creatively to address unique borrower situations and maximize approval chances without compromising compliance standards.
Analyzed applicant financial data to determine eligibility for various loan products, tailoring recommendations based on individual needs.
Worked closely with borrowers experiencing financial hardship, helping them explore alternative financing options or refinancing solutions.
Contributed towards achieving branch sales targets through consistent performance in meeting personal goals as well as supporting team members when needed.
Mentored junior colleagues in navigating complex mortgage industry procedures while sharing valuable insights gained from years of experience.
Personal Banker
Wells Fargo Bank
01.2016 - 10.2020
Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
Loan Originator/Housing Counselor at NACA – Neighborhood Assistance Corp of AmericaLoan Originator/Housing Counselor at NACA – Neighborhood Assistance Corp of America
Mortgage Counselor /Licensed Mortgage Loan Originator at Neighborhood Assistance Corportation of AmericaMortgage Counselor /Licensed Mortgage Loan Originator at Neighborhood Assistance Corportation of America