Laura Montes
Fort Myers,FL
Summary
Proficient in two languages, Highly driven to address business requirements promptly. Exceptional communication skills and a profound dedication to serving others. An enthusiastic individual with a friendly nature. Self-assured in surmounting obstacles and assuming demanding responsibilities. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
Work History
Mortgage Advisor
C2 Financial
12.2022 - 08.2024
- Average yearly production is $3.2 MM, and total sales production has been impressive at $30.2 MM over a decade.
- Conducted thorough risk assessments on potential borrowers, safeguarding the company's financial interests while providing appropriate financing options.
- Managed a diverse portfolio of clients, effectively addressing their individual needs and concerns during the mortgage application process.
Chief Administrative & Marketing Officer
Northwestern Mutual
10.2023 - 05.2024
- Developed and executed strategies, conducting research, analyzing data, and building brand awareness through public relations, content creation in social media, community outreach, and marketing events.
- Oversaw daily sales operations, promoting continuous improvement, enhancing processes, and reducing costs as head of the highly efficient and profitable group.
- Coordinated appointments and meetings for the Financial Advisor with over 500 active projects.
Home Lending Advisor
JPMorgan Chase
05.2020 - 12.2022
- Ranked #13 nationwide for sales and #16 for funded units
- Recognized for managing existing accounts, ensuring client satisfaction, and identifying growth opportunities, generating $150MM+ in revenue and net new money for the region.
- Optimized workflow processes to reduce errors and increase efficiency within the lending department.
- Leveraged extensive product knowledge to identify upselling opportunities, enhancing revenue generation from existing clientele.
Mortgage Advisor
Caliber Home Loans
03.2020 - 05.2020
- Managed the active center's pipeline and P&L functions, identified and fixed operational issues, and resulted in $2B and $50MM growth in the top and bottom lines.
- Developed comprehensive marketing materials to attract new clients while maintaining a professional image consistent with the company brand.
- Educated first-time homebuyers about available financing options and guided them through each stage of the mortgage application process.
Mortgage Advisor
Envoy Mortgage
05.2019 - 03.2020
- Negotiated favorable terms on behalf of clients with various lenders, securing optimal interest rates and loan conditions for their unique circumstances.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
- Leveraged strong networking skills to cultivate relationships with industry professionals, expanding referral sources and strengthening the company's presence within the local market.
Education
Certificate - Financial Management
Cornell University
Ithaca, NY09.2022
Bachelor of Arts - Pre-Law
Pontifical Catholic University of Puerto Rico
Ponce, PR06.2006
Associate of Arts - Public Relations, Advertising, And Applied Communication
City College of New York of The City University of New York, The
New York, NY05.2001
Skills
- Strong communication and interpersonal skills
- Negotiation skills
- Accounting principles
- Office 365, G-suite, CRM
- Data Analytics
- Adobe
- Cisco
- Sales Force
- Strategic thinking
- Leadership
- Call center operations
- Marketing & Advertising
- Public Relations
- Sales operations
- Risk evaluation
- Teamwork and Collaboration
- Excellent Communication
- Analytical and Critical Thinking
- Remote Video Conferencing
- Financial transactions expertise
- Intuit QuickBooks
- Multitasking
- Customer service-focused
- Problem-solving aptitude
Personal Information
- Remote
- 75% Travel
- Hybrid
- In office
EDUCATION
- 10/01/2023, 2-15 License FL Life, Annuity & Health Insurance Agent, G-051067, Jacksonville, FL
- 08/01/2022, Certified Financial Management, Cornell University, New York, NY
- 08/01/2015, Licensed Mortgage Broker, #1404049, Naples, FL
- 10/01/2014, Notary Public, Florida, #1413959, Naples, FL
- 06/01/2006, Bachelor's Degree, Pre-Law Studies, Pontifical Catholic University of Puerto Rico, Ponce, PR
- 06/01/2003, Associate of Arts, Public Relations & Advertising, City University of New York, New York, NY
Volunteer Experience
- 08/01/2023, Rethreaded, Human Traffic Survivors, Non-profit, Jacksonville, FL
- 08/01/2017, 2020, Collier County Public Schools, Entrepreneurship Program, Business Mentor, Naples, FL
- 06/01/2012, 06/01/2013, Olympic Training Center of Puerto Rico, Salinas, Puerto Rico
References
- Eileen Griffin, Caregiver Coach, Ceresti Health, Carlsbad, CA, 675-571-4285, eileen.griffin@ceresti.com
- Sandra Carano, Realtor, Premier Realty, Naples, FL, 239-200-0531, sandracsells@gmail.com
- Kelly Wilson, FGCU School of Entrepreneurship, Ft Myers, FL, Ft Myers, 239-940-3691, wilsonklbc@gmail.com
Languages
Spanish
Native or Bilingual
Timeline
Chief Administrative & Marketing Officer
Northwestern Mutual
10.2023 - 05.2024
Mortgage Advisor
C2 Financial
12.2022 - 08.2024
Home Lending Advisor
JPMorgan Chase
05.2020 - 12.2022
Mortgage Advisor
Caliber Home Loans
03.2020 - 05.2020
Mortgage Advisor
Envoy Mortgage
05.2019 - 03.2020
Certificate - Financial Management
Cornell University
Bachelor of Arts - Pre-Law
Pontifical Catholic University of Puerto Rico
Associate of Arts - Public Relations, Advertising, And Applied Communication
City College of New York of The City University of New York, The
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