Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. I excel a providing a superior customer experience. I am self motivated, competitive, and goal oriented. I want to join an exciting, fast-paced environment where my background and skill set. I desire to join an organization that will foster my personal and professional goals.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Mortgage Loan Officer
Gateway Mortgage Company
10.2020 - 09.2023
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Worked with underwriters to fix application problems and resolve issues.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Developed extensive network of referral partners to source new mortgage loan opportunities.
Bartender/Server
The Five Mile Inn
Chubbuck , Idaho
2003.04 - 2020.10
Skilled at working independently and collaboratively in a team environment.
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Proven ability to learn quickly and adapt to new situations.
Worked well in a team setting, providing support and guidance.
Manager/Talent Acquisition
Ironwood Social
01.2018 - 01.2020
Responsible for the purchase and acquisition of inventory, manage the weekly staff scheduling, talent acquisition for all live entertainment, organize events, oversee everyday operations, responsible for the overall patron experience.
Developed communication and marketing plan and leveraged talent acquisition tools, resources, and campaigns to source and attract top talent.
Optimized sourcing networks and used proactive methods to direct source candidates.
Maintained all Social Media accounts for marketing purposes to drive sales and recognition.
Bartender/Server/Event Coordinator
Ironwood Social
Boise, Idaho
2018.02 - 2019.05
Coordinated schedules and timelines for events.
Brainstormed and implemented creative event concepts and themes.
Performed event coordination for larger parties and gatherings.
Bartender/Server/Catering Server
Spurwing Country Club
Eagle , Idaho
2016.12 - 2018.01
Served food and beverages promptly with focused attention to customer needs.
Cultivated warm relationships with regular customers.
Set positive tone for entire dining experience as first point of contact for incoming guests.
Bussed and reset tables to keep dining room and work areas clean.
National Call Center Manager-Mortgage Loan Officer
Lennar Mortgage
01.2015 - 01.2018
Prequalified clients to include discussing rates, terms and/or financial options
Met with clients to sign Loan Application and Disclosures
Understand and research all investor guidelines and be up-to-date in any and all program changes that affect the processing or originating of loans in the pipeline
Clear any conditions that require communication to the clients
Communicated loan approval by sending pre-approval/commitment letters to all parties involved in the transaction
Responsible for once a week follow up calls/status calls to all parties involved in transactions (Clients, Realtors, Builder, etc.)
Assist the Loan Officer with other administrative and/or sales duties as needed
Consistently exceed borrower expectations and Realtor/Builder expectations.
Collaborated with production team to facilitate smooth operations, avoiding disruptions and delays
Provided real-time coaching, guidance and feedback to customer service agents to achieve development goals.
Led daily team meetings to review performance, set targets and motivate staff.
Bartender
The Gathering Place
Eagle, ID
2014.03 - 2015.05
Served high customer volumes during special events, nights, and weekends.
Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
Kept bar presentable and well-stocked to meet customer needs.
Followed alcohol awareness procedures for preventing excessive guest intoxication.
Mortgage Loan Officer, Business Development Officer/Assistant Manager/Loan Officer/Trainer
Idaho Central Credit Union
01.2004 - 01.2014
Ten years of customer experience at one of the best places to work in Idaho
Delivered exceptional customer service
Ability to become very knowledgeable of the products and services available as well as 'up-sell' consistently
Top performer individually in sales in past employment as well as top performing branch in sales when managing my team
Known for the ability to make sound decisions in all situations while maintaining a positive, professional image for both myself and the company I represent
Management experience, this has helped tremendously with interactions with coworkers and understanding how to communicate effectively
Training experience
Trained new employees on the job
Held a previous Master Trainer position
Excellent follow through skills
Worked with underwriters to fix application problems and resolve issues.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Executive Assistant/Office Manager
New York Life & NYLIFE Securities
01.2004 - 03.2004
Successfully set up Client Annual Review Appointments for New York Life as well as made all follow up phone calls and set up appointments for new reviews
Successful set up of daily operations from setting up new appointments with clients, follow up appointments and answering all incoming phone calls with questions about their accounts
Provided exceptional customer service to all existing and prospective clients
Answered all incoming calls, completed daily client follow up calls, confirmed appointments, scheduled appointments, and maintained all client needs
Welcome guests and customers by greeting them, in person or on the telephone; answering or directing inquiries
Maintained customer confidence and protects operations by keeping information confidential
Maintained office services by organizing office operations and procedures; preparing payroll; controlling correspondence; designing filing systems; reviewing and approving supply requisitions; assigning and monitoring clerical functions.
Organized and coordinated conferences and monthly meetings.
Handled confidential and sensitive information with discretion and tact.
Answered high volume of phone calls and email inquiries.
Education
Mass Communication - Mass Communication
Idaho State University
Pocatello, ID
Business Administration
University of Phoenix
Online
Masters -
Credit Union University
High School Graduate -
Highland High School
Pocatello, ID
06.2001
Skills
Relationship Selling
Sales Development
Scheduling Oversight
Financial Analysis
Refinancing Options
Negotiation Tactics
Business Development
Communication
Exceed Sales Goals
Pipeline Management
Relationship Development
Performance Motivation
Accomplishments
Supervised team of 20 staff members.
Achieved a Six Sigma Green Belt by completing the course with accuracy and efficiency.
Introduced Microsoft Dynamics while building a CRM for certain tasks specific to Lennar, Mortgage.
Resolved product issue through consumer testing.
Used Microsoft Excel to develop leads and production tracking spreadsheets.
Collaborated with team of 10 in the development of a national call center/CRM for Lennar, Mortgage.
Consecutively served as Team Captain for Paint the Town and Rake Up Boise
Team Captain of Paint the Town, Rake Up Boise, and a volunteer on the Kiff Brown foundation.
Managed the operations for a national mortgage center, working with different companies throughout the nation, lead management, pipeline management, production management as well as maintained national licensing requirements
I worked at the largest, fastest growing credit union in Idaho whose primary focus was excellent customer service and finding solutions for all customer’s needs.
I am dependable, punctual and leave any personal issues at the door. I am a team player and am able to get along with anyone, as well as connect with people with diverse backgrounds. I am very supportive of co-workers and strive to build relationships with both co-workers and clients.
Excellent computer skills, especially Excel. Attention to detail and superior oral and written communication.
I have a positive attitude; I am goal driven and am very outgoing. I enjoy making others around me smile and creating an ‘experience’ rather than just going through the motions.
Excellent organizational skills, efficient, able to maintain an orderly and clean work space, multi-task and work well under pressure.
Timeline
Mortgage Loan Officer
Gateway Mortgage Company
10.2020 - 09.2023
Bartender/Server/Event Coordinator
Ironwood Social
2018.02 - 2019.05
Manager/Talent Acquisition
Ironwood Social
01.2018 - 01.2020
Bartender/Server/Catering Server
Spurwing Country Club
2016.12 - 2018.01
National Call Center Manager-Mortgage Loan Officer
Lennar Mortgage
01.2015 - 01.2018
Bartender
The Gathering Place
2014.03 - 2015.05
Executive Assistant/Office Manager
New York Life & NYLIFE Securities
01.2004 - 03.2004
Mortgage Loan Officer, Business Development Officer/Assistant Manager/Loan Officer/Trainer