KRISTINA MAULDIN
Los Angeles,CA
Summary
Organized Mortgage Loan Officer with 4 years of experience in mortgage lending, and 13 years in wealth management. Extensive real estate knowledge and success in client education. Adept at mathematical accuracy and following financial regulations.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Mortgage Loan Officer
Lennar Mortgage LLC
03.2021 - Current
- Closed 350 loans in 28 months, $4B production in high-volume branch, lead capture of 96.7%
- Analyze income, review RESPA loan applications, interest rate pricing, negotiate with buyers
- Work with underwriting, escrow, processing, realtors and sales agents to quarterback home financing
- Attend grand openings, sales team development and capture leads.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Recruiting Manager
Robert Half-Finance & Accounting
08.2018 - 03.2020
- Developed business opportunities and grew client base through warm and cold calling efforts
- Exceeded sales goals on monthly basis by 15%; generated $300k in annual revenue
- Recruited, vetted and matched finance and accounting professionals with our client roster
- Built relationships with clients by negotiating terms and providing expeditious solutions
- Provided career guidance, placing 50 professionals in permanent, direct-hire roles.
Sr. Registered Client Associate
First Republic Investment Management
03.2015 - 01.2018
- Consulted and serviced high net worth families and foundations with $1 billion total AUM
- Analyzed and rebalanced portfolios, implemented asset allocation strategies, Monte Carlo simulations, Bloomberg and trading platforms
- Project manager for client-facing onboarding, project coordination across region
- SoCal Regional Team Lead to 30+ colleagues, leading and training operational staff
- Served as the primary liaison for clients, operations, compliance and portfolio managers.
Skills
- Licensed Mortgage Loan Officer
- Financial Analysis
- Underwriting knowledge
- Negotiation
- Income and Credit Evaluation
- Loan Feasibility Assessment
- Wealth Portfolio Management and Planning
- Analytical Thinking
- Client Relationship Building
Certification
- MLO (CA), NMLS#1767458
- Accredited Wealth Management Advisor (Expired S7, S65, S63)
Education
- Texas A&M University, BBA (Finance)
- Yale University, Financial Markets Certification
Timeline
Mortgage Loan Officer
Lennar Mortgage LLC
03.2021 - Current
Recruiting Manager
Robert Half-Finance & Accounting
08.2018 - 03.2020
Sr. Registered Client Associate
First Republic Investment Management
03.2015 - 01.2018