Talented Professional with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of relationship building, marketing strategies, and customer service. Offers great time management and task prioritization skills.
Overview
14
14
years of professional experience
Work History
Senior Mortgage Loan Originator
Fairway Independent Mortgage
02.2019 - Current
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Reviewed loan files and updated to match current standards.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Worked with underwriters to fix application problems and resolve issues.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Senior Mortgage Loan Originator
AmeriFirst Financial Inc.
03.2013 - 11.2018
Participated in industry events and conferences to build relationships and gain market intelligence.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Worked with underwriters to fix application problems and resolve issues.
Developed and implemented marketing campaigns to generate new business opportunities.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Restaurant Manager
Keegan's Grill
10.2009 - 03.2013
Promoted positive atmosphere and went above and beyond to guarantee each customer received exceptional food and service.
Carefully interviewed, selected, trained, and supervised staff.
Met, greeted, and encouraged feedback from customers and used feedback to implement positive changes within restaurant.
Led and directed team members on effective methods, operations, and procedures.
Tracked daily sales transactions and invoices for accurate and updated financial reporting.
Reconciled cash and credit card transactions to maintain accurate records.
Education
Bachelor of Science - Human Development And Family Studies
Azusa Pacific University
Azusa, CA
06.2003
Skills
Sales Development
Relationship Selling
Negotiation Tactics
Regulatory Compliance
Document Analysis
Marketing Expertise
Referral Network Development
Attention to Detail
Timeline
Senior Mortgage Loan Originator
Fairway Independent Mortgage
02.2019 - Current
Senior Mortgage Loan Originator
AmeriFirst Financial Inc.
03.2013 - 11.2018
Restaurant Manager
Keegan's Grill
10.2009 - 03.2013
Bachelor of Science - Human Development And Family Studies
Closing /Funder at Movement Mortgage (Formally Fairway Independent Mortgage)Closing /Funder at Movement Mortgage (Formally Fairway Independent Mortgage)