Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
17
17
years of professional experience
Work History
Licensed Loan Officer
Tri Pointe Connect
12.2021 - Current
Developed strong relationships with customers through high levels of customer service.
Assisted customers in understanding loan terms and conditions to make informed decisions.
Maintained strict confidentiality of bank records and client information.
Collaborated with other departments to promptly process loan applications.
Originated, reviewed, processed, closed, and administered customer loan proposals.
Direct lender/joint venture team for new builds.
Licensed Loan Officer
Loan Depot
12.2020 - 12.2021
Specialized in refinancing existing mortgages for lower rate and equity purposes.
Assisted customers in understanding loan terms and conditions to make informed decisions.
Developed and implemented marketing campaigns to attract new customers. Referrals.
Collaborated with other departments to promptly process loan applications.
Originated, reviewed, processed, closed, and administered customer loan proposals.
Advised clients on mortgage, education and personal loans.
Debt Consultant
Freedom Debt Relief
01.2016 - 12.2020
Interviewed clients by telephone or in-person to gather financial information.
Evaluated credit reports to uncover problems and develop strategies for consolidating and reducing client debt.
Calculated clients' available monthly income to meet debt obligations.
Ranked top tier status within two to three months of start date.
Was third place from all new hires starting January 2016 thru December 2016.
Top 10% in closing and generating new business (referrals)
High performer in both English and Spanish markets
Senior Enrollment Counselor
University Of Phoenix
03.2007 - 12.2015
Helped students develop organizational, time management and study skills.
Delivered supportive and knowledgeable counseling to students with academic or personal concerns.
Empowered students through counseling and skill-building exercises.
Exceptional student retention
Adherence to high level federal regulations and meeting or exceeding quality assurance
guidelines to recorded conversations around enrollment and financial aid practices.
Education
Bachelor of Science - Criminal Justice Administration
University of Phoenix
Tempe, AZ
12.2013
Skills
Billingual
Lending Regulations
Government Standards
MS Office Expertise
Property Evaluation
Retail Mortgages
Sales Expertise
Federal Statutes
Risk Management Assessments
Regulatory Compliance
Anti Money Laundering (AML)
Economics Understanding
Timeline
Licensed Loan Officer
Tri Pointe Connect
12.2021 - Current
Licensed Loan Officer
Loan Depot
12.2020 - 12.2021
Debt Consultant
Freedom Debt Relief
01.2016 - 12.2020
Senior Enrollment Counselor
University Of Phoenix
03.2007 - 12.2015
Bachelor of Science - Criminal Justice Administration
University of Phoenix
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