Kim Swift
Temecula,CA
Summary
Top-performing Mortgage Loan Officer with a proven track record in sales expertise and exceptional customer service. Recognized as an Elite Club Winner for multiple years, demonstrating commitment to client satisfaction and financial success.
Overview
33
33
years of professional experience
Work History
Elite Club Mortgage Loan Officer
Loandepot
Irvine, California
06.2021 - Current
- Elite Club Winner - 2022, 2023,2024,2025 TOP FUNDER
- Sales and Customer Service: Proven ability to build rapport with clients, understand their financial needs, and guide them through the loan application process. Skilled in providing excellent customer service, and maintaining long-term client relationships.
- Financial Analysis: Strong understanding of credit reports and other financial documents to access creditworthiness and determine loan eligibility
- Knowledge of Mortgage Products: Extensive knowledge of various mortgage loan products, including Conventional, FHA, VA, and Jumbo loans.
- Skills: Excellent verbal and written communication skills to effectively communicate with clients. Highly proficient on CRM and Mello systems
- Time Management and Organization: Highly effective in managing a high volume of applications, pipeline management, funding high volume of loans
Sales Associate
Disney Vacation Club
Anaheim , CA
04.2019 - 12.2020
- Engaged with customers to effectively build rapport and lasting relationships, leading to booked tours and timeshare sales contracts. Exceeding sales goals month over month
- Established and identifying guest vacation habits and inviting them to tour Disney Vacation Club open house
- Making others' vacation dreams come true through Disney vacation club timeshare sales
- 2019 Leadership Circle Winner -Top performer. Consistent top performer quarter after quarter with quality tours and sales contracts in 2019 & 2020- Disneyland Resort
- Increased profitability for DLR through vacation club membership sales
In Home Caregiver
Sangster
Temecula , CA
01.2013 - 04.2017
- Assisted patient with handling daily chores and errands by transporting to appointments, cleaning personal spaces and purchasing supplies
- Maintained clean, safe and well-organized patient environment
- Completed entries in log books, journals and care plans to document accurately report patient progress
Sales Development Consultant - Vice President
Wells Fargo Bank, N.A.
Inland Empire , CA
08.2006 - 05.2012
- Collaborate with Region President and District Manager on strategies and disciplines for Sales and Service Standards
- Coach, develop and mentor Store/ Service Manager to provide ongoing coaching to their immediate team
- Coach and led district in increase in WOW and overall Customer Loyalty
- Increased sales by 200% by coaching team members on effective sales strategies to boost retention results
- Communicated effectively with third-party team members involved in implementation efforts, coordinating activities to maximize progress
Store Manager, Personal Banker
Wells Fargo Bank, N.A.
Torrance, California
05.1992 - 07.2006
- Trained and mentored staff to enhance customer service and product knowledge.
- Implemented staff scheduling to optimize labor efficiency during peak hours.
- Facilitated team meetings to communicate goals, updates, and performance expectations.
- Conducted daily store operations, including opening and closing procedures and cash handling.
- Strengthened work flow productivity by hiring, managing and developing top talent.
- Managed daily store operations and ensured compliance with company policies.
Education
Business Management 1991-1993
California State Univ Long Beach
Long Beach, CASkills
- Sales expertise
- Exceptional customer service
- Excellent people skills
- Problem-solving skills
- Multi-tasking strength
- Refinancing, home equity loans and lines of credit, purchase
Timeline
Elite Club Mortgage Loan Officer
Loandepot
06.2021 - Current
Sales Associate
Disney Vacation Club
04.2019 - 12.2020
In Home Caregiver
Sangster
01.2013 - 04.2017
Sales Development Consultant - Vice President
Wells Fargo Bank, N.A.
08.2006 - 05.2012
Store Manager, Personal Banker
Wells Fargo Bank, N.A.
05.1992 - 07.2006
Business Management 1991-1993
California State Univ Long Beach