Luis Perez-Solorio
Stockton,California
Summary
Accomplished Loan Officer dependable in building a customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase revenue, and cement loyalty.
Overview
6
6
years of professional experience
Work History
Mortgage Loan Originator
Investment Mortgage
04.2023 - Current
- Increase loan application approvals by efficiently processing and reviewing documents for accuracy and compliance.
- Analyze loan applications and credit reports to determine loan eligibility and risk level.
- Update borrowers through each step of loan application, approval, and closing processes while remaining attentive to customer needs.
- Improve client satisfaction rates by providing timely communication and updates on loan statuses.
- Streamline the loan origination process with thorough pre-qualification assessments, resulting in faster decision-making.
- Develop strong relationships with real estate agents, increasing referral business and expanding client base.
- Review client financial and tax statements to ensure proper verification of income for optimal loan options
Retail Store Manager
T-Mobile
06.2019 - 04.2023
- Acted as an in-store sales leader and maintained a strong presence on the floor to build relationships with customers, support and develop team, and increase revenue.
- Upheld company customer service standards to provide customers with outstanding service and a friendly environment.
- Maintained, cleaned and organized store to provide positive shopping experience for customers and inspiring workplace for team members.
- Trained employees in suggested selling and merchandising techniques to obtain sales quotas.
- Assisted with recruiting, hiring, educating and motivating retail team to maintain optimal staffing levels.
- Cultivate and maintain positive and uplifting work environment and family-centric culture.
- Implemented strategies focused on increasing store sales and customer satisfaction.
Store Manager
Victra Verizon
03.2018 - 07.2018
- Managed inventory control, cash control and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Completed point of sale opening and closing procedures.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
Education
Bachelor of Arts - Finance
University Of Arizona Global Campus
Sacramento, CA12.2026
High School Diploma -
Hanford High School
Hanford, CA06.2013
Skills
- Operational Efficiency
- Financial Analysis
- Loan Origination
- Tax Liability Calculation
- Accurate Money Handling
- Constructive Feedback
- Sales Analysis
- Effective Working Relationships
- Problem-Solving Strengths
- Staff Management
- Customer Service
- Management Training
Timeline
Mortgage Loan Originator
Investment Mortgage
04.2023 - Current
Retail Store Manager
T-Mobile
06.2019 - 04.2023
Store Manager
Victra Verizon
03.2018 - 07.2018
Bachelor of Arts - Finance
University Of Arizona Global Campus
High School Diploma -
Hanford High School
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