Jonny Moore
San Clemente,CA
Summary
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. Self-motivated and true team player. Willing to do whatever it takes to get the job done at the highest level. Very good with customers, diffusing situations and ensuring all parties are happy and well taken care of.
Overview
20
20
years of professional experience
Work History
Deli Assistant
Billy's Meat, Seafood and Deli
San Clemente, CA
07.2023 - Current
- Researched and evaluated various loan products to determine the best fit for each customer.
- Provided comprehensive mortgage loan advice and guidance to potential borrowers.
- Advised customers on their financial options, including credit repair services and refinancing opportunities.
- Maintained a thorough knowledge of current lending regulations, policies, and procedures.
- Reviewed borrower documents such as tax returns, bank statements, employment history. to verify accuracy and completeness.
- Analyzed financial information provided by customers in order to determine eligibility for loans.
- Coordinated with lenders to ensure timely processing of all required paperwork.
- Conducted follow-up activities with borrowers throughout the entire loan process.
- Developed relationships with real estate agents, builders, title companies, attorneys and other referral sources.
- Negotiated terms of loans with borrowers or their representatives while adhering to company policies and procedures.
- Assisted customers in obtaining necessary documentation needed for loan approval purposes.
- Submitted approved files for final review prior to closing date.
Mortgage Loan Originator
New American Funding
San Clemente, CA
04.2014 - Current
- 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 sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Explained different types of loans pertaining to client situations.
- Fielded customer complaints and provided solutions.
- Implemented sales strategies that established relationships with realtors and CPAs.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Monitored pipelines to track and log status of loans.
- Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
- Collected information from banks, institutions and employers to assess applicant eligibility.
Commercial Fisherman Deckhand
San Diego, CA
07.2008 - 01.2009
- Navigated fishing vessel using radar, sonar and global positioning instruments.
- Sorted and cleaned fish and stored in refrigerated or ice-filled holds to prevent spoilage.
- Prioritized safety procedures when operating vessels, controlling speed, berthing and unberthing, giving optimal protection to crew and equipment.
- Kept watch aboard vessels to identify changing conditions or potential issues and implement corrective actions.
- Ensured clients were always happy and well taken care of.
- Set ships' courses to avoid reefs, outlying shoals or other hazards using lighthouses or buoys.
- Managed efficient supply and food replenishment at port stops.
Real Estate Assistant
First Team
San Clemente, CA
02.2004 - 06.2008
- Coordinated appointments to show marketed properties.
- Maintained efficient office operations by handling errands and administrative functions.
- Developed and maintained list of available properties suited to different needs and budgets for both commercial and industrial use.
- Developed and deployed marketing collateral to promote properties and drive sales.
- Kept contacts organized with [Software] system to maintain readiness for future mailings.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Assisted coworkers and staff members with special tasks on daily basis.
- Liaised between clients and vendors and maintained effective lines of communication.
Warehouse Assistant
OceanMinded
San Clemente, CA
03.2003 - 01.2004
- Received and processed incoming orders, ensuring accuracy of information.
- Verified stock inventory levels and maintained records of items shipped and received.
- Packed goods for shipment, including labeling boxes and preparing shipping documents.
- Organized warehouse racks to ensure efficient storage of goods.
- Maintained a clean work area in the warehouse, keeping it free from dust and dirt.
- Reported any damaged items or discrepancies in shipments to supervisor immediately.
- Assisted with unloading trucks using appropriate equipment as needed.
- Cross-checked order forms against actual products received or sent out for accuracy.
- Lifted materials of varied weights on regular basis.
- Packed and labeled merchandise to prepare for loading and shipment to customers.
Education
Bachelor of Science - Management
Southern Utah University
Cedar City, UT12.2009
Skills
- Negotiation Tactics
- Loan Processing Coordination
- Financial History Analysis
- Loan File Maintenance
- Complaint Handling
- Customer Service
- Strong Relationships
- Equipment Safety
- Cleanliness and Sanitation
- Sales Proficiency
- Equipment Operation
- Product Knowledge
- Inventory Checks
- Food Services
- Food Preparation
- Machine Safety
- Equipment Use
- Safe Food Handling
- Work Area Maintenance
- Food Safety Standards
- ServSafe Certification
- Honesty and Integrity
Languages
English
Full Professional
Spanish
Professional
Timeline
Deli Assistant
Billy's Meat, Seafood and Deli
07.2023 - Current
Mortgage Loan Originator
New American Funding
04.2014 - Current
Commercial Fisherman Deckhand
07.2008 - 01.2009
Real Estate Assistant
First Team
02.2004 - 06.2008
Warehouse Assistant
OceanMinded
03.2003 - 01.2004
Bachelor of Science - Management
Southern Utah University
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