MARCO MUNOZ
Chandler,AZ
Summary
Client-focused business professional with 5+ years helping customers navigate high-stakes financial decisions through consultative communication, relationship management, and customer insight. Offers firsthand understanding of customer behavior, objections, trust, and decision-making, with a proven ability to simplify complex information, manage high-volume relationships, and collaborate across teams. Now pursuing opportunities where customer insight, communication, creativity, and continuous learning can create broader business value.
Overview
8
8
years of professional experience
Work History
Loan Officer
Loan Simple
01.2026 - Current
- Build trusted relationships with prospective borrowers across Alabama, Indiana, and North Carolina, guiding clients from the initial consultation through qualification, application, documentation, and next steps.
- Conduct consultative discovery to understand each client’s financial goals, concerns, motivations, objections, and decision-making priorities before recommending an appropriate path forward.
- Translate complex lending terms, rates, fees, timelines, documentation requirements, and compliance information into clear, customer-friendly explanations.
- Manage an active client pipeline through CRM systems, maintaining accurate records, organized follow-up, responsive communication, and complete application documentation.
- Collaborate with processing, underwriting, operations, and leadership to resolve issues, coordinate internal handoffs, and provide clients with a consistent experience.
Sales Representative
Symple Lending
01.2025 - 12.2025
- Enrolled more than 20 new clients monthly and generated over $850K in monthly enrolled revenue through consultative discovery, customer education, and tailored financial solutions.
- Managed a high-volume client pipeline while adapting communication to different customer needs, motivations, concerns, and decision-making styles.
- Maintained 100% compliance on review calls while balancing performance expectations, documentation accuracy, and customer experience.
Settlement Officer
Clear Start Tax
02.2022 - 11.2024
- Built and managed relationships with approximately 200 new clients annually, helping individuals navigate complex tax-resolution and financing decisions.
- Generated more than $2.6M in revenue and exceeded annual quota by 116% for three consecutive years through trust-based communication, customer education, and disciplined follow-up.
- Coordinated documentation, financing options, onboarding requirements, and internal handoffs to move clients efficiently through the resolution process.
Sales Representative
National Debt Relief
06.2020 - 02.2022
- Consulted with more than 460 clients, identifying financial needs and recommending personalized debt-relief strategies that contributed over $1.3M in career revenue.
- Maintained a pitch-to-close ratio above 24% by using active listening, empathy, objection handling, and clear explanations during high-stakes financial conversations.
Vendor Management
ServiceLink
02.2018 - 04.2020
- Coordinated notaries and service providers across all 50 states, balancing deadlines, client expectations, vendor performance, closing requirements, and competing operational priorities.
- Facilitated weekly contractor meetings, reviewed performance reports and closing documents, and resolved issues involving homeowners, lenders, and external service providers.
Timeline
Loan Officer
Loan Simple
01.2026 - Current
Sales Representative
Symple Lending
01.2025 - 12.2025
Settlement Officer
Clear Start Tax
02.2022 - 11.2024
Sales Representative
National Debt Relief
06.2020 - 02.2022
Vendor Management
ServiceLink
02.2018 - 04.2020
Some Education - Business Management
Saddleback College
CUSTOMER-FOCUSED BUSINESS PROFESSIONAL
Customer Insights | Client Communication | Cross-Functional Collaboration | Client & Operations Coordination
Transitioning from high-performance consultative sales into marketing, customer experience, and growth-focused roles where customer psychology, communication, and collaboration drive business results.
LICENSES & PROFESSIONAL DEVELOPMENT
Mortgage Loan Originator — NMLS ID #2294789
Active State Licenses: Alabama, Indiana, and North Carolina
LinkedIn: www.linkedin.com/in/marco-munoz-connected
Education
Business Management Coursework | Saddleback College, Mission Viejo, CA