Joe Olivo
Financial Sales Professional
Goodyear,AZ
Summary
Driven Loan Officer with track record in mortgage and home lending product sales. Sales Professional offering vast knowledge of banking regulations and compliance procedures. Dedicated to maintaining professionalism and integrity. Demonstrating strong interpersonal skills and exceptional service throughout sales process. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
Senior Loan Officer
Rocket Mortgage
Goodyear, United States
01.2020 - Current
- Examined customer loan applications for loan approvals and denials.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Successfully closed average of 35-40 loans per month.
Financial Advisor
USAA Investment Management
Phoenix, AZ
05.2019 - 12.2019
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
Wealth Management Advisor
Charles Schwab & Co
Phoenix, AZ
03.2015 - 05.2019
- Evaluated clients' financial status to provide recommendations and suggestions on proper investments, debt management and insurance.
- Identified clients' financial conditions and needs through financial planning analysis.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Loss Mitigation Specialist
JP Morgan Chase
Phoenix, AZ
12.2012 - 03.2015
- Analyzed credit, income, compliance, title documents and appraisals during underwriting process.
- Remained updated with latest information related to mortgage products and services being offered.
- Helped customers navigate options to maintain homeownership.
Education
Bachelor of Science - Business
Arizona State University
Tempe, AZSkills
Teamwork and Collaboration
undefinedWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Senior Loan Officer
Rocket Mortgage
01.2020 - Current
Financial Advisor
USAA Investment Management
05.2019 - 12.2019
Wealth Management Advisor
Charles Schwab & Co
03.2015 - 05.2019
Loss Mitigation Specialist
JP Morgan Chase
12.2012 - 03.2015
Bachelor of Science - Business
Arizona State University
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