Product and solutions oriented professional eager to expand skills with an organization within the technology or sales realm in exchange for commitment, work ethic and superior performance.
Overview
23
23
years of professional experience
1
1
Certification
Work History
MORTGAGE LOAN OFFICER
Wells Fargo
01.2021 - Current
Bank of America
01.2018 - 01.2021
USAA Federal Savings Bank
01.2007 - 01.2018
Focus on originating self-source and inbound mortgage business with an emphasis on building
strong relationships with clients, researching and providing appropriate product
recommendations, and ensuring best client care and communication from start to finish
Maintain a high level of professional and organizational experience to manage a heavy case load
that requires keen attention to detail
Analyze customer financial information including financial portfolios, credit reports, and
employment data
Collaborate with multiple third parties, processors, and closing teams to meet strict deadline
Familiar with CRM and Salesforce
Premier Banker
Wells Fargo Bank
01.2004 - 01.2007
Managed high dollar checking and savings accounts with cross sales
Also serviced equity
loans/lines, business accounts, credit cards, time accounts, and investments
Account Manager
Discover Financial
01.2000 - 01.2004
Customer service and sales, research, and retention
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)