Matthew Mangini
Tampa
Summary
Highly motivated Loan Officer with three years of experience in residential lending. Through building relationships, in my first full year, I originated $18.5m in home loans. In year two, I originated $27.3m and am currently on track to surpass $30m this year. I was also named in the top 1% of mortgage originators in the U.S. in 2023. I am skilled in sales, loan terms and finding solutions to homebuyer's needs. I have expertise in lending guidelines as well as Non-QM lending to make sure there is a solution for all client needs. I live in Tampa and am relocating to Boston.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Loan Officer
Fairway Independent Mortgage
10.2021 - Current
- Managing borrower needs from start to finish including applications, pre-approving and submitting loans to underwriting, discussing conditions with borrower, and loan recasting
- Build relationships with local referral sources and marketing myself as a local expert
- Effectively and efficiently delegate tasks to two assistants and a team of processors from client acquisition to loan close.
Investment Advisor
PurePath Wealth Management
08.2018 - 10.2021
- Established a company and client base through putting assets under management with a third-party management company
- Accrued $0 - $18m in assets under management in three years
- Fostered a client base through relationships with local referral partners – CPAs, attorneys and lenders.
Insurance Specialist
Barndollar Financial
06.2016 - 08.2018
- Sold a high volume of insurance products including life and annuity
- Served as the relationship manager for existing clients
- Presented at seminars about annuities and insurance solutions to prospective clients.
Education
Criminology -
University of Tampa
05.2016
Skills
- Loan product knowledge and advising (government conforming and non-conforming)
- Industry trend analysis and adaptability
- Strong knowledge of underwriting standards
- Sales, marketing, building relationships
- Excellent written and oral communication skills
- Management and mentorship
Certification
- NMLS #2228908
- Series 65 (inactive due to mortgage license)
- 2-15 Life, Health and Annuity (inactive due to mortgage license)
Timeline
Loan Officer
Fairway Independent Mortgage
10.2021 - Current
Investment Advisor
PurePath Wealth Management
08.2018 - 10.2021
Insurance Specialist
Barndollar Financial
06.2016 - 08.2018
Criminology -
University of Tampa