Summary
Overview
Work History
Education
Skills
Explanation for Employment Gaps
Licensing
Timeline
Generic

Mateo Spinosi

Trabuco Canyon,CA

Summary

Licensed sales professional with a strong background in mortgage origination, client consultation, and high-volume outreach, seeking to transition into real estate sales consulting. Proven ability to build trust with clients, manage complex transactions, and deliver personalized service in fast-paced, competitive environments. Eager to bring deep knowledge of financing, sales processes, and client relationship management to a real estate team focused on growth and client satisfaction.

Overview

6
6
years of professional experience

Work History

Mortgage Loan Officer

Purpose Funding
Irvine , CA
01.2022 - 04.2023
  • Conducted over 300 outbound calls daily to generate new business, mirroring strong lead generation and sales discipline.
  • Managed full-cycle mortgage applications, ensuring compliance and timely documentation—translatable to real estate contract coordination.
  • Collaborated cross-functionally with internal departments to streamline approval workflows, and improve client satisfaction.
  • Proactively identified client needs, presented financing solutions, and supported loan closings—complementing sales presentations and closing techniques.
  • Utilized CRM tools and documentation platforms to maintain accurate records and manage client communications.
  • Performed competitive product and market analysis to align offerings with client goals and industry trends.

Lead Shift Outside Service Professional

Coto De Caza Golf and Racquet Club
Coto De Caza, CA
09.2017 - 12.2021
  • Delivered high-touch customer service experiences for a luxury clientele, consistently upholding club brand standards.
  • Maintained comprehensive knowledge of club events, current course conditions, and other information to enhance the experience of members and guests.
  • Built strong interpersonal connections, often anticipating needs and requests before escalation, reflecting strong client intuition.
  • Adapted to last-minute schedule changes and high-demand scenarios, demonstrating poise and professionalism.

Education

High School Diploma -

Santa Margarita Catholic High School
Rancho Santa Margarita, CA
05-2017

Some College (No Degree) - Business Administration

Saddleback College
Mission Viejo, CA

Skills

  • Excellent Work Ethic
  • Advanced Communication Skills
  • Excellent Customer Service Skills
  • Advanced Technology Skills
  • Market & Competitive Analysis/Adaptation
  • Originate/Nurture Account Relations
  • Cross-Functional Teamwork
  • Residential Loan Process Expertise
  • Real Estate Documentation Handling
  • Luxury Client Experience
  • Conflict Resolution
  • Honesty & Integrity
  • Friendly and Outgoing Attitude

Explanation for Employment Gaps

Throughout periods of employment hiatus, I dedicated myself to the pursuit of stock options trading, fostering financial independence and self-sufficiency. Nevertheless, my intrinsic inclination towards interpersonal engagement and the utilization of my adept sales acumen to offer comprehensive client support fuels my earnest aspiration to reengage within a professional setting.

Licensing

  • DRE License
  • MLO License: NMLS #: 2005587

Timeline

Mortgage Loan Officer

Purpose Funding
01.2022 - 04.2023

Lead Shift Outside Service Professional

Coto De Caza Golf and Racquet Club
09.2017 - 12.2021

High School Diploma -

Santa Margarita Catholic High School

Some College (No Degree) - Business Administration

Saddleback College

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