Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Marco Marquez

Phoenix,AZ

Summary

Seasoned Senior Mortgage Processor with broad-based background in residential loan processing. Strengths include strong analytical skills, deep understanding of compliance regulations, and ability to manage complex mortgage transactions. Maintained high level of productivity and accuracy while ensuring optimal customer service in past roles. Demonstrated success in streamlining operations and reducing errors as part of continuous improvement efforts.

Overview

1
1
Certification
11
11
years of professional experience

Work History

Senior Mortgage Processor

PennyMac Loan Services
Phoenix, Arizona
06.2024 - Current

Here at Pennymac I manage a pipeline of 60-120 loans on any given month. I take inbound and outbound calls to get borrowers from origination, processing, underwriting, closing and funding. Proficient in Fulldoc FHA/VA, IRRRLS, Streamlines, Jumbo loans, HELoans, & conventional loans.

  • Process mortgage applications from submission to closing for timely approvals.
  • Review loan documentation for accuracy and compliance with industry standards.
  • Communicate with borrowers to gather necessary information and resolve issues.

In Home Caregiver

Blue Thumb Services LLC
Phoenix, AZ
01.2022 - Current
  • In house child caregiver working with children with epilepsy
  • CPR and AED certified
  • Valid drivers license and Valid fingerprints clearance card
  • Work primarily focusing on attendant care
  • Also focus on habilitation care as a secondary means of caregiving
  • Work full time caregiver outside of business employment
  • Updated continuing education done yearly yearly

Sr Fraud Analyst III

Bank of America
Phoenix, AZ
10.2022 - 06.2024
  • As a Senior fraud analyst, my job is to mitigate the risk and exposure of loss for the bank in multiple variations. I work deposits fraud, wire fraud, debit and credit fraud, account take over, doing business as, coast to coast and fraud within the wealth client fraud.
  • Investigated and determined fraudulent activities through detailed analysis.
  • Minimum of 50-60 accounts reviewed per day for initial fraud trends
  • I've caught over 18 million in fraud throughout the entirety of my career with Bank of America
  • Trained new hires in process and procedure
  • Provided multiple recommendations to enhance the procedure to mitigate loss.
  • Work 45-50 hours weekly as fraud is 24/7 (no holiday left unscathed)
  • Worked my way out of production into a subject matter expert though exceeding expectation

Mortgage Loan Originator/sales

loanDepot
Scottsdale, AZ
11.2021 - 10.2022
  • Mortgage loan Originator specializing in Refinance loans and Purchase Loans. i specialize in VA, FHA, & Conventional loans. Also knowledgeable in ARM'S AND jumbo loans
  • Licensed in Arizona, Oregon, North Carolina, Virginia, Illinois, Kentucky, Alabama, Colorado , Louisiana, Florida, & Georgia. (Looking to Add to the list)
  • 1. Inbound and Outbound Calling Clients to earn business and Originate their current mortgage and Or help them find a loan to purchase a home.
  • 2. Generated leads is mostly what we work with, also Working with my community in which where I live to reach out and ask for business.
  • Typically work Monday through Friday 8 AM through 7-8 PM and 2 Saturdays a month. Goals of 2 credit pulls and a loan a day are hit with along other daily metrics. I push myself to work harder then the next Loan officer. Work on daily goals, weekly and monthly goals to better myself each and every month.

Licensed Mortgage Loan Originator/Sales

Amerisave Mortgage Corporation
Scottsdale, AZ
07.2021 - 11.2021
  • Mortgage loan Originator specializing in Refinance loans and Purchase Loans. i specialize in VA, FHA, & Conventional loans. Also knowledgeable in ARM'S AND jumbo loans
  • Licensed in North Carolina, Virginia, Illinois, Kentucky, Alabama, Colorado , Louisiana, Florida, & Georgia. (Looking to Add to the list)
  • 1. Inbound and Outbound Calling Clients to earn business and Originate their current mortgage and Or help them find a loan to purchase a home.
  • 2. Generated leads is mostly what we work with, also Working with my community in which where I live to reach out and ask for business.
  • Typically work Monday through Friday 8 AM through 7-8 PM and 2 Saturdays a month. Goals of 2 credit pulls and a loan a day are hit with along other daily metrics. I push myself to work harder then the next Loan officer. Work on daily goals, weekly and monthly goals to better myself each and every month.
  • Ended on good terms with Amerisave. Last 2 months Ive had an ongoing family medical issue in which i had to make a hard decision to postpone work. Moving forward I've been able to get it stabilized and I'm Looking forward to picking up my career and looking forward to the Grind.

Mortgage Loan Officer/Sales

JFQ Lending
09.2020 - 07.2021
  • Licensed Loan officer/Mortgage Loan Originator
  • Passed SAFE test with an 83%
  • NMLS #2045583
  • Licensed in Arizona, Texas, North Carolina, Virginia, Illinois, Kentucky, Mississippi, Alabama, Colorado , Louisiana, Florida, New Hampshire, Georgia
  • I write and Originate loans from inbound and outbound calls. I work multiple lead types that the industry offers. I strive to beat and exceed goals weekly, monthly, and quarterly.

Customer Service Professional (CSP)

MedRisk
Phoenix, AZ
03.2019 - 10.2020
  • I currently work at Medrisk. Medrisk is a worker's Compensation vendor who works in conjunction with top insurance providers to handle workers compensation cases. My duties as a CSP consists of taking and placing inbound and outbound calls regarding patient scheduling, sensitive medical/patient data entry, Assisting with Adjusters/Nurse Case Managers in case management. On average I handle about 45-70 calls a day inbound/outbound. Working with Medrisk, ive received a perfect attendance award, and also have taken the position as a CSP inbound lead.
  • Assisted customers with a warm and professional attitude
  • Assisted customers with questions
  • Handled emails, inbound calls, and outbound calls
  • Booked appointments
  • Managed customer accounts
  • Monitored claims and physician-related services
  • Performed data entry for customer information
  • Handled billing issues and order inquiries
  • Assisted with technical support duties
  • Kept records of customer complaints
  • Trained in Microsoft word, excel, power point, and Spreadsheet

Customer Service Representative/Call Center

Macy's Credit and Customer
Tempe, AZ
02.2018 - 03.2019
  • I work here as a customer service representative. My job description is inbound calls on customer care, customer service, tech support, payments, and fraud protection. I have fully developed my customer service skills to be my most valuable trait. I have received most calls per hour award several times. I also lead my group with best overall satisfaction surveys with highest % CSR review survey taken.
  • Handled inbound/outbound calls
  • Assisted customers with a warm and professional attitude
  • Resolved customer issues
  • Customer accounts management
  • Customer service surveys
  • Provided excellent technical support
  • Explained products and benefits
  • Responded to claim inquiries
  • Processed loans
  • Trained in Microsoft Word, Excel, PowerPoint, and spreadsheet

Debt Collector

CONVERGENT OUT SOURCING
Phoenix, AZ
04.2017 - 02.2018
  • I worked here developing my skills as customer service and working on my collection skills. My job description was to place calls and or receive inbound calls. I had a script I had to read and I touched bases on calls inbound and outbound. I received two awards for collector of the month on separate occasions.

Truck Loader/stocker/equipment Operator

Papa Johns
Phoenix, AZ
11.2016 - 04.2017
  • I worked in packaging produce as the start of the day, as we finished packaging and packing, As a team we loaded the trucks to distributed through out Phoenix, california, Nevada, and new mexico. I also used the pallet rider to pull merchandise to the floor to be packaged.

Equipment Operator

Tuesday Morning Warehouse
Phoenix, AZ
05.2016 - 11.2016
  • I worked as a material handler, as an equipment operator with a wide variety of job ranges as an equipment operator such as receiving, shipping, picking packing, and put away. My job description was to receive the trucks at the start of the day, as
  • I finished that i moved to another section of the warehouse to replenish work for the shipping/ packaging.
  • I also lowered work from inbound to shipping using the standard forklift. I used the pallet riders for trash pick up and also for problem solving

Warehouse Equipment Operator

macy's logistics warehouse
Goodyear, AZ
08.2015 - 12.2015
  • I worked as Equipment operator, in picking, packing, and shipping. I used the Order picker to pick and pack. I used the Pallet rider to also pick =, and for simple clean up procedures. Used the Standard forklift for many of the same process as well. With this job the goal was to manage our time to ensure we finished our set of work for the day.

Education

Associate - Electrical Engineering

Estrella mountain community college
Avondale, AZ

High school diploma -

Estrella High School
Avondale, AZ

Skills

  • Customer Care
  • Workers' Compensation
  • Presentation Skills
  • Microsoft Powerpoint
  • Loan Officer Experience
  • Fair Housing Regulations
  • Financial Services
  • Negotiation
  • Banking
  • Risk Management
  • CRM Software
  • Loan Origination
  • Call Center
  • Outbound Sales
  • Customer Support
  • Salesforce
  • Computer Networking
  • Financial Report Writing
  • Cold Calling
  • CSR
  • Microsoft Word
  • Property Management
  • Research
  • Microsoft Office
  • Underwriting
  • Technical Support
  • Management
  • Customer Service
  • Credit Analysis
  • Sales
  • Microsoft Outlook

Certification

MLO License

Timeline

Senior Mortgage Processor

PennyMac Loan Services
06.2024 - Current

Sr Fraud Analyst III

Bank of America
10.2022 - 06.2024

In Home Caregiver

Blue Thumb Services LLC
01.2022 - Current

Mortgage Loan Originator/sales

loanDepot
11.2021 - 10.2022

Licensed Mortgage Loan Originator/Sales

Amerisave Mortgage Corporation
07.2021 - 11.2021

Mortgage Loan Officer/Sales

JFQ Lending
09.2020 - 07.2021

Customer Service Professional (CSP)

MedRisk
03.2019 - 10.2020

Customer Service Representative/Call Center

Macy's Credit and Customer
02.2018 - 03.2019

Debt Collector

CONVERGENT OUT SOURCING
04.2017 - 02.2018

Truck Loader/stocker/equipment Operator

Papa Johns
11.2016 - 04.2017

Equipment Operator

Tuesday Morning Warehouse
05.2016 - 11.2016

Warehouse Equipment Operator

macy's logistics warehouse
08.2015 - 12.2015

Associate - Electrical Engineering

Estrella mountain community college

High school diploma -

Estrella High School
Marco Marquez