Leniel J. Sierra Forteza
Saint Cloud
Summary
Detail-oriented professional with expertise in mortgage compliance and loan origination. Recognized for resolving issues efficiently and enhancing client engagement through personalized consultations, leading to repeat business and loyalty.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Licensed Mortgage Loan Originator
American Neighborhood Home Mortgage
Orlando
04.2024 - Current
- Conducted client consultations to assess mortgage needs and provide tailored financing solutions.
- Developed strong relationships with clients to foster trust and encourage repeat business.
- Assisted clients in understanding mortgage options and guided them through the application process.
- Created sales strategy development plans to increase loan origination volume and client acquisition.
- Facilitated resolution of problems that arise during the loan process.
- Monitored market conditions related to interest rates, regulatory changes.
Licensed Mortgage Loan Originator
New American Funding
Orlando
07.2022 - 04.2024
- Ensured compliance with federal regulations such as Truth-in-Lending Act, Real Estate Settlement Procedures Act, Equal Credit Opportunity Act and Home Mortgage Disclosure Act.
- Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard.
- Facilitated smooth communication between clients and underwriting teams.
- Developed tailored sales strategies to enhance client engagement.
Licensed Mortgage Loan Originator
Lozada Branch Mortgage Company
Orlando
03.2020 - 07.2022
- Assessed risks associated with loan applications to ensure sound approvals.
- Provided personalized consultations to address client financial concerns.
- Maintained accurate records of customer interactions for future reference.
- Counseled clients on debt management, budgeting, and other financial matters related to the purchase of a home.
Owner/Operator
The Trim Company
Orlando
01.2015 - 03.2020
- Evaluated business performance metrics to identify areas for improvement.
- Conducted market research to identify new business opportunities.
- Ensured compliance with local, state, and federal regulations.
- Oversaw budgeting and financial management.
Skills
- Client consultations and financial counseling
- Mortgage compliance and loan origination
- Risk assessment and market analysis
- Sales strategy and problem resolution
- Customer relationship management
- Team leadership
Languages
English
Professional
Spanish
Professional
Certification
Mortgage Loan Originator License
Accomplishments
Multi-Million Dollar Producer (2022-2025)
References
References available upon request.
Timeline
Licensed Mortgage Loan Originator
American Neighborhood Home Mortgage
04.2024 - Current
Licensed Mortgage Loan Originator
New American Funding
07.2022 - 04.2024
Licensed Mortgage Loan Originator
Lozada Branch Mortgage Company
03.2020 - 07.2022
Owner/Operator
The Trim Company
01.2015 - 03.2020