To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
24
24
years of professional experience
Work History
Home Mortgage Consultant
Wells Fargo Home Mortgage
12.2013 - 09.2023
Maintained up-to-date knowledge of industry trends, regulations, and lending programs to better serve clients'' needs.
Participated actively in networking events, seminars and workshops to enhance industry knowledge and establish valuable connections.
Assisted first-time homebuyers in navigating the complexities of securing mortgages, promoting homeownership opportunities for a broader clientele base.
Utilized CRM tools to manage client information effectively while staying organized amid high work volumes.
Built trust among clients by maintaining confidentiality and professionalism throughout the loan process.
Coordinated with title companies, appraisers, real estate agents, and other professionals during settlement procedures ensuring seamless transactions.
Home Loan Advisor
JPMorgan Chase
10.2011 - 12.2013
Assisted clients in understanding complex lending terms, simplifying the mortgage process for them.
Enhanced client retention by maintaining regular communication and addressing concerns promptly.
Collaborated with underwriters to ensure all documentation was complete and accurate, expediting loan funding.
Provided exceptional customer service throughout the entire home buying process, leading to repeat business and referrals from satisfied customers.
Built networking and referral systems through realtors and title companies.
Home Mortgage Consultant
Wells Fargo Home Mortgage
07.2002 - 10.2011
.
Maintained up-to-date knowledge of industry trends, regulations, and lending programs to better serve clients'' needs.
Participated actively in networking events, seminars and workshops to enhance industry knowledge and establish valuable connections.
Assisted first-time homebuyers in navigating the complexities of securing mortgages, promoting homeownership opportunities for a broader clientele base.
Utilized CRM tools to manage client information effectively while staying organized amid high work volumes.
Worked with underwriters to fix application problems and resolve issues.
Checked loan documents for accuracy prior to closing.
Operations Team Manager
Washington Mutual Bank
01.2000 - 07.2002
Oversaw daily operations, ensuring timely completion of tasks while maintaining exceptional quality standards.
Facilitated ongoing training programs for staff members to enhance skillsets and boost overall team performance levels.
Conducted regular reviews of internal policies and procedures to maintain compliance with industry regulations or best practices guidelines.
Evaluated team performance regularly to identify opportunities for improvement or professional development initiatives.
Trained and guided team members to maintain high productivity and performance metrics.
Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
Education
High School Diploma -
Waianae High School
Waianae, HI
Skills
Real Estate Market Awareness
Sales Development
Customer Service
Attention to Detail
Goal-oriented mindset
Analytical and Critical Thinking
Timeline
Home Mortgage Consultant
Wells Fargo Home Mortgage
12.2013 - 09.2023
Home Loan Advisor
JPMorgan Chase
10.2011 - 12.2013
Home Mortgage Consultant
Wells Fargo Home Mortgage
07.2002 - 10.2011
Operations Team Manager
Washington Mutual Bank
01.2000 - 07.2002
High School Diploma -
Waianae High School
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