Results-driven mortgage professional with a focus on adaptable decision-making and proactive problem-solving. Experienced in analyzing financial data and educating clients on mortgage options, ensuring informed decision-making and successful outcomes.
Overview
7
7
years of professional experience
Work History
Senior Mortgage Advisor
Equity Smart Home Loans
Pasadena, CA
12.2025 - Current
Analyzed client financials to recommend suitable mortgage products.
Educated clients on mortgage options and market trends
Developed and implemented marketing campaigns to generate new business opportunities.
Relationship Marketing Lead
Yaamava Resort & Casino
Highland
10.2024 - 10.2025
Develop and maintain relationships with guest to foster long-term partnerships
Worked effectively in fast-paced environments
Provide exceptional guest service by addressing inquiries, resolving issues, and ensuring elevated guest satisfaction
Organized and detail-oriented with a strong work ethic.
Insurance Agent/Customer Service Representative
Strong Financial Services
Glendora, CA
01.2022 - 12.2024
Developed customized insurance plans to meet client needs and enhance customer satisfaction.
Conducted comprehensive policy reviews to ensure compliance with regulations and accuracy of coverage.
Utilized CRM software to manage client interactions and streamline communication processes.
Educated clients on insurance products, fostering informed decision-making regarding their coverage options.
Goodleap
Home Mortgage Specialist
Irvine, CA
03.2021 - 02.2022
Excellent communication skills, both verbal and written
Engaged in direct sales activities, including presenting products, negotiating terms, and closing deals
Processed loan approvals and assist members in all departments to coordinate loan closing
Used critical thinking to break down problems, evaluate solutions, and make decisions.
CashCall Inc
Mortgage Loan Originator
Irvine, CA
09.2019 - 02.2021
Actively prospect qualified candidates for a variety of suitable mortgage loan programs
Responsible to keep lines of communication open with clients with schedule follow ups
Issued pre-qualification letters, reviewed conditional approvals, assisted with a fast closing
Respond to emails, chats from clients and internal team members