Jonathan Aguilera
Bayview Asset Management
Miami Beach,FL
11
years of professional experience
Proficient negotiator, adept at building immediate rapport with clients, determining needs, closing sales. Organized and punctual with strong interpersonal/intercultural skills. Also recognized as a strong coach and trainer with the ability to quickly grasp complex tasks while working in a team setting.
Work History
Mortgage Loan Officer
1 Year 7 Months- Manage existing customer portfolio for Bayview Asset Management in effort to retain existing accounts, as well as meet or exceed monthly sales quota.
- To complete home purchase, refinance and streamline loan applications via direct inbound, warm transferred and outbound calls.
- Assisted both processing and underwriting departments with satisfying underwriting conditions for loan clear to close approvals.
- Effectively with worked in team setting to help train new loan officers if needed and answer questions regarding certain guidelines.
Mortgage Loan Advisor
1 Year 6 Months- Received inbound queue leads for borrowers interested in refinancing their mortgage
- Take a complete Uniform Residential loan application and request documents to support the information on the application.
- Reviewed pricing and benefits available to the borrower by refinancing and recommend best product for the borrower.
- Oversee the loan process until loan is funded by staying in communication with the borrower and processing team to ensure all approval conditions are cleared.
Entertainment Sales & Service Representative
1 Year 6 Months- Answered inbound calls from existing and new AT&T customer, address the reason for their call ranging from technical support, billing, and ensure excellent customer service.
- Transition to sales for and offer all products and services offered by AT&T to meet or exceed 100% of the monthly sales targets.
Junior Lead Agent
5 Months- Funded over $500,000 in merchant cash advances/lines of credit per month consecutively during August, September and October 2018.
- Received inbound, Lending Tree generated leads from business owners in the market for working capital and business lines of credit.
- Maintained consistent contact with junior prospect pipeline .
- Assisted closer in gathering additional stipulations required by underwriting to fund merchants.
- Provided valuable feedback and training to assist in recent rapid growth of the company.
Mortgage Loan Officer
- Answered inbound calls for borrowers interested in refinancing for either rate/term, cash out, or debt consolidation.
- Took credit application, and discussed credit report with borrower in order to build rapport and structure best loan for the borrower.
- Worked with processing throughout the 30 day process to ensure that the loan funds.
- Sorted through 'Sharktank' retention leads for 2nd voice contact to sell/re-sell loan approvals.
- Utilized outbound dialer to help sort through over 500 outbound calls per day for increased opportunity.
Team Leader
2 Years 5 Months- Established a team that delivered $5.25 million in sales in the year of 2015.
- Started as a Lead Sales Agent and was promoted to Team Leader.
- Department sales increased from $1 MM to $7 MM over a period of two years.
- Responsible for monitoring sales floor to ensure the appropriate coverage for inbound calls.
- Accomplished sales and organization mission by completing weekly sales quotas.
- Managed pipeline with high volume of inbound leads while following up with potential clients, handling and processing client documents.
- Utilize CRM for lead and pipeline management.
- Provided excellent customer service to ensure customer satisfaction and maintain company/department reputation.
Deli Clerk
1 Year 1 Month- Handled all customer relations issues in a gracious manner and in accordance with company policies.
- Shared best practices for sales and customer service with other team members to help improve the store’s efficiency.
Banquet Server/Busser/Valet
2 Years 2 Months- Worked efficiently in a fast-paced, high volume environment.
- Consistently provided professional, friendly and engaging service.
- Set dining tables according to type of event and service standards.
- Routinely cleaned work areas, glassware and silverware throughout each shift.
- Provided friendly and attentive service.
Education
Currently Licensed MLO in 44 States. - Mortgage Loan Originator
Associate of Arts - Biological Sciences
Skills
Excellent verbal and written communication.
Ability to perform with urgency.
Confident
lucid and professional speaking ability.
Sales-oriented negotiating skills.
Expert with Microsoft Office programs: Outlook
Word
Excel
and PowerPoint.
Fluent in both in English and Spanish languages.
Motivated seller
Conflict resolution
Team Leadership
Adaptability
Extremely organized
Data management
Client assessment and analysis
Multitasking
Timeline
Mortgage Loan Officer
Bayview Asset Management
03.2021 - 10.2022Read More
Mortgage Loan Advisor
Refi.com
09.2020 - 03.2022Read More
Entertainment Sales & Service Representative
AT&T
12.2018 - 06.2020Read More
Junior Lead Agent
Uplyft Capital LLC
05.2018 - 10.2018Read More
Team Leader
Rapid Capital Funding
02.2015 - 07.2017Read More
Deli Clerk
Publix Supermarket
07.2013 - 08.2014Read More
Banquet Server/Busser/Valet
Newport Beachside Hotel & Resort
06.2011 - 08.2013Read More
Mortgage Loan Officer
First Direct Lending, LLC
7 2017 - 04.2018Read More
Mortgage Educators
Currently Licensed MLO in 44 States. from Mortgage Loan Originator
Read More
Miami Dade College
Associate of Arts from Biological Sciences
Read More