Hardworking and reliable communicator focused on going above and beyond to support the team and serve customers. Trained in project coordination and offering top-notch rapport building abilities. Motivated to continue to learn and grow as a self-motivated professional.
Overview
17
17
years of professional experience
Work History
Marketing Associate
HOMEBRIDGE FINANCIAL SERVICES
12.2015 - 10.2021
Responsible for providing full support to all Sales Associates including but not limited to managing social media accounts, setting up realtor appointments, and assisting with all aspects of marketing/promotion functions
Contributed to site redesign, content creation, and brand continuity across channels
Scheduled campaign launches and supported continued brand messaging to increase product exposure
Designed and executed paid social campaigns across Facebook, Instagram, and TikTok
Forecasted and tracked marketing and sales trends, analyzing collected data
Reported on research findings through digital reports and face-to-face presentations to update project leaders on current data.
Loan Officer Assistant
HOMEBRIDGE FINANCIAL SERVICES
12.2015 - 10.2021
Maintained professional business relationships with realtors, builders, and support professionals to best assist with loan officers' work
Moved files through to processing and worked with processors to coordinate loan funding
Interacted with loan parties to compile information, clarify questions, and obtain signatures
Worked closely with processors, closers, and underwriters to facilitate loan processes
Completed weekly status reviews with team members to maintain file schedules, cover rate locks, and follow up on documentation requests
Coordinated with buyers, sellers, title companies, attorneys, escrow agents, surveyors, and real estate agents to collect information to complete loan submissions
Maintained the company's reputation by providing confidential, expert services to customers.
Loan Officer Assistant
HIGHLANDS RESIDENTIAL MORTGAGE
04.2015 - 12.2015
Review, identify, and resolve problems with loan applications
Facilitate the application process by initiating pre-qualification inquiry calls and reviewing resulting data with the loan officer
Approve, deny, and review loan recommendations
Assist in managing a loan portfolio with regard to credit quality and administration, and portfolio performance
Coordinate and manage marketing to current clients and potential customers.
Marketing Coordinator
DALLASCHILD MAGAZINES
02.2013 - 07.2014
Responsible for scheduling, managing, and overseeing annual events such as the FortWorthChild, DallasChild, and NorthTexasChild Model Searches, DFWChild Camp Fair, DallasBaby Model Search and Baby Fair
Schedule and coordinate participation in community-sponsored events throughout each month
Provide Social Media contests and content for five Facebook accounts, Instagram, Twitter, and LinkedIn
Work closely with the sales staff and clients to schedule and coordinate paid email blasts
Report budget, social media, events, and email blast numbers to CEO weekly.
Account Executive
DALLASCHILD MAGAZINES
02.2010 - 02.2013
Responsible for every aspect of advertising sales, business-to-business, within the Dallas/Fort Worth Metroplex
Prepare presentations, create proposals, and perform client needs analysis to suit clients budget
Schedule and coordinate production of ads and ad materials
Manage and maintain existing client relationships while building a new client list of business
Provide outstanding customer service by developing strong client relationships and being proactive in helping them market their business.
Project Coordinator - Mortgage Warehouse Department
TOWN NORTH BANK
01.2009 - 02.2010
Identify and develop projects with high potential given TNB's product line, technology and service capabilities
Handle all settlement requests from customers, acknowledging receipt of all purchase advises and wire confirmation
Help funders review documents and wire requests on a regular basis
Contribute to market research, project development, team building, and the overall operation of the department
Work with and provide to the credit division all financial statements in a timely manner
Provide outstanding customer service by developing strong client relationships, establishing effective communication between the client and the mortgage warehouse support staff, and dealing with questions, problems, or issues in a prompt and effective manner.
Account Executive - Mortgage Warehouse Lending
TOWN NORTH BANK
06.2007 - 01.2009
Provided outstanding customer service including prompt follow up on client call issues
Learned the mortgage warehouse system
Identified and developed reputable mortgage warehouse clients
Trained mortgage brokers and converted to mortgage bankers (emerging correspondents)
Provided support to the mortgage warehouse team during extreme busy periods
Contributed to market research, project development, team building, and overall operation of the department.
Production Specialist II
WMC MORTGAGE, A GE MONEY COMPANY, WMC DIRECT
09.2004 - 06.2007
Supported various sales professionals in locations nationwide
Acted as customer service support for the sales department by facilitating and expediting the loan process
Forwarded correspondence and files to the appropriate areas while assisting in the processing of the loan
Served as main point of contact for all brokers regarding their loans
Accountable for letting the brokers know and understand exactly what was needed to get their loan processed and closed
Assisted in the development and maintenance of key business relationships with loan brokers in a given sales territory
Participated in a pilot group for the Doc Capture Program that helped save the company time and money
Helped Sales Reps meet and exceed monthly goals
Took a $2 million Rep to $4 million in two months
Took a $7 million Rep to $12 million in four months
Took an $8 million Rep to $12 million in two months, then from $12 million to $24 million in two months
Worked as part of a $40 million team that consistently met and exceeded its monthly goal for the year.
Education
Skills
Evaluate campaigns
Teamwork
Verbal communication
Networking
Problem-solving
Customer relations
Creative thinking
Collaboration
References
References provided upon request
Timeline
Marketing Associate
HOMEBRIDGE FINANCIAL SERVICES
12.2015 - 10.2021
Loan Officer Assistant
HOMEBRIDGE FINANCIAL SERVICES
12.2015 - 10.2021
Loan Officer Assistant
HIGHLANDS RESIDENTIAL MORTGAGE
04.2015 - 12.2015
Marketing Coordinator
DALLASCHILD MAGAZINES
02.2013 - 07.2014
Account Executive
DALLASCHILD MAGAZINES
02.2010 - 02.2013
Project Coordinator - Mortgage Warehouse Department
TOWN NORTH BANK
01.2009 - 02.2010
Account Executive - Mortgage Warehouse Lending
TOWN NORTH BANK
06.2007 - 01.2009
Production Specialist II
WMC MORTGAGE, A GE MONEY COMPANY, WMC DIRECT
09.2004 - 06.2007
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RAFAELA NEGRONRAFAELA NEGRON
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