Jacob Monteiro
Glendale,AZ
Summary
I have a passion for simplifying financial solutions and empowering individuals through homeownership. I to delivering exceptional customer service and fostering meaningful relationships with clients. I am committed to delivering exceptional customer service and fostering meaningful relationships with clients. I thrive in both collaborative team environments as well as self-driven initiatives, yet always striving to surpass expectations and lead by example. I am known for a strong work ethic and relentless pursuit of excellence, always aiming to be the most dedicated contributor in any setting.
Overview
8
8
years of professional experience
Work History
Mortgage Loan Officer
Fairway Independent Mortgage
07.2021 - Current
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Compiled closing packages for drafting and presentation accuracy.
- Fielded customer complaints and provided solutions.
- Monitored portfolio performance and provided clients with periodic updates on loan progress.
- Developed and maintained relationships with customers, lenders and other third parties.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
- Negotiated loan terms and conditions with clients to maximize profitability.
IT Manager
Enreps
05.2016 - 07.2021
- Promoted efficiency among departments with prompt resolution of system issues.
- Diagnosed and troubleshot hardware, software and network issues within the companies related systems
- Configured and tested new software and hardware.
- Installed and configured operating systems and applications.
- Created user accounts and assigned permissions.
- Coded the companies entire website from start to finish with no prior knowledge of coding, effectively leaving no issues on the website itself.
Education
No Degree - Business Economics
Arizona State University
Tempe, AZNo Degree - Business Economics
Glendale Community College
Glendale, AZHigh School Diploma -
Sandra Day OConnor Highschool
Phoenix, AZ05.2015
Skills
- Licensed Mortgage Loan Originator
- Negotiation Tactics
- Client Account Management
- Customer Service
- Sales Development
- Loan Origination
Timeline
Mortgage Loan Officer
Fairway Independent Mortgage
07.2021 - Current
IT Manager
Enreps
05.2016 - 07.2021
No Degree - Business Economics
Arizona State University
No Degree - Business Economics
Glendale Community College
High School Diploma -
Sandra Day OConnor Highschool