Leslie Tonelli
Greenwood,CA
Summary
Multiple years experience in the financial industry as a retail mortgage loan officer and wholesale account sales representative for several mortgage lenders. Knowledgeable in VA, FHA, USDA, Conventional and CALHFA loan programs and guidelines. Able to analyze qualifications and work independently in a fast-paced market. Currently employed by the El Dorado County as a Program Assistant analyzing applications and granting funding for the low income energy program applicants, while monitoring the status of our annual budget. Referring seniors and those in need to other county programs and facilities such as housing, domestic violence protection, food assistance and more. Successful at working in both team-based and self-directed capacities.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Program Assistant
County of El Dorado
Placerville, CA
01.2023 - Current
- Receive and review low income energy assistance applications to determine eligibility based on monthly gross income and household size. Counsel applicants on energy saving solutions and refer applicants to other county services based on their needs.
- Issues program awards, issues vouchers to county vendors and maintains records of such awards
- Provide basic counseling about aging, nutrition and low income concerns.
- Aid those in emergency situations with utility shut off
- Attends weekly staff meeting to review budget status and suggest solutions to expand our outreach to community members on and off the grid
Retail Loan Officer
First California Funding aka Sierra View Financial
Citrus Heights, CA
05.2015 - Current
- Specializing in Government and Conventional loan programs, managing a large pipeline from loan application to funding
- Working closely with borrowers keeping them informed throughout the loan process
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Obtained and compiled copies of loan applicants credit histories, income and asset documentation for submission.
- Developed and maintained knowledge of available loan products, processing procedures and underwriting guidelines.
- Resolved file problems, bottlenecks and qualified issues throughout underwriting process.
- Stayed abreast of lending regulations, industry trends and market rates.
Senior Account Executive
Interbank Mtg/Florida Cap Bank/Plaza Home Mtg/Aegis
Sacramento, CA
01.2000 - 01.2015
- Prospect, secure, and provide on-going service support to new brokers in the Northern California and Northwestern Nevada
- Managed a 20 million loan pipeline from origination to closing working closely with processors, underwriters, doc drawers, funders, and upper management
- Responsible for cold and warm sales calls, presentations, and customer service
- Extensive knowledge of guidelines and underwriting requirements.
- Verified client financial information to determine creditworthiness and loan eligibility.
- Collaborated with internal teams such as marketing, operations, finance. to ensure smooth functioning of the entire process from application to disbursement of funds.
- Participated in trade shows, conferences and other events to promote company's products and services.
Education
Bachelor of Arts -
Sacramento State University
Skills
- MS Word
- Excel
- Power Point
- Outlook
- Teamwork and Collaboration
- Budget Monitoring
- Creative Problem-Solving
- Territory Sales
- Customer service
Certification
Real Estate Sales License #01183220
NMLS # 1278513
CBEST #40076897
Accomplishments
- Top sales executive eight years with Aegis Wholesale
Timeline
Program Assistant
County of El Dorado
01.2023 - Current
Retail Loan Officer
First California Funding aka Sierra View Financial
05.2015 - Current
Senior Account Executive
Interbank Mtg/Florida Cap Bank/Plaza Home Mtg/Aegis
01.2000 - 01.2015
Bachelor of Arts -
Sacramento State University
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