Sales professional with 8 years of successful experience at a high level. Proven team leader with leadership and motivational skills that achieves results. Specialize in creative thinking, adaptability, and problem-solving skills.
Overview
23
23
years of professional experience
Work History
Driver
Lyft
05.2018 - Current
Followed all relevant traffic laws and safety regulations.
Utilized GPS and other navigation tools to plan routes and stay on schedule.
Communicated with dispatchers and other personnel to coordinate transportation schedules.
Communicated with passengers to provide information and assistance for excellent customer service and positive experiences.
Senior Mortgage Banker
Quicken Loan
11.2019 - 02.2021
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.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Mortgage Loan Officer
PennyMac Loan Services LLC
05.2019 - 11.2019
Worked with underwriters to fix application problems and resolve issues.
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.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Explained different types of loans pertaining to client situations.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Mortgage Loan Officer
NewRez Mortgage
07.2018 - 03.2019
Worked with underwriters to fix application problems and resolve issues.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Maintained high level of customer satisfaction by providing prompt analysis and accurate loan status updates.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Mortgage Loan Officer
GoodLeap
08.2016 - 03.2018
Worked with underwriters to fix application problems and resolve issues.
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.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Explained different types of loans pertaining to client situations.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Customer Service Advocate
Verizon Wireless
12.2012 - 06.2016
Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Learned and maintained in-depth understanding of product information, providing knowledgeable responses to diverse questions.
Completed opening and closing functions to meet operational needs.
Financial Services Agent Representative
Primerica Financial Services
03.2001 - 07.2011
Responded to inquiries from clients and provided financial advice to drive fiscal growth.
Maintained updated records of all financial transactions to support traceability.
Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Advised clients on favorable investment opportunities to meet established financial goals.
Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Developed and implemented risk management strategies to minimize financial losses.
Education
Bachelor of Science (B.S.) Business Management -
University of Phoenix
Phoenix, AZ
11.2022
Accounting Technician (Diploma Program) -
MTI College
Sacramento, CA
01.2001
Skills
Ability to reason logically and creatively to resolve complex issues
Excellent written and oral presentation skills
Excellent time management and organizations skills
Experience with project management and policy review
Strong communication skills and problem solving
Experience working with sensitive and confidential issues
Adaptable with willingness to create and promote an equitable and inclusive workplace where diversity is celebrated and valued
Strong leadership focused on results, exceptional attention to detail, with focus on deadlines
Proficent in Microsoft Word, Excel, Powerpoint, Office Outlook and Teams