Nino Newberry
Phoenix,AZ
Summary
Experienced coordinator with strong focus on team collaboration and achieving results. Skilled in project management, communication, and problem-solving. Known for flexibility with changing needs and reliability in delivering outcomes. Prepared to make significant impact in dynamic environment.
Overview
8
8
years of professional experience
Work History
Disclosure Coordinator
CMG Financial
03.2020 - Current
- Serve as a primary liaison between borrowers and internal financial teams, ensuring accurate and timely disclosures.
- · Review, verify, and edit loan documentation for compliance and client understanding.
- · Manage multiple financial pipelines (50–100 loans daily) while maintaining accuracy and strong communication.
Client Success Manager
Nextiva
06.2019 - 10.2019
- Managed 300+ business client accounts, identifying financial and operational growth opportunities.
- Provided personalized account guidance to support clients’ strategic and financial goals.
- Collaborated with internal teams to develop tailored client solutions, improving retention and satisfaction.
Sales Development Representative
Nextiva
02.2018 - 05.2019
- Prospected over 500 new clients.
- Consulted with clients to understand business and financial needs, introducing over $300,000 in new quotes.
- Developed and executed targeted outreach campaigns utilizing CRM tools.
Education
Associates - General Business
Paradise Valley Community College
05.2013
Bachelors - Business Administration
Arizona Christian University
05.2016
Skills
- Extensive experience in mortgage operations
- Proficient in Microsoft and CRM tools
- Skilled in providing client assistance
- Multitasking and organization
- Effective document organization
- Operations management
Timeline
Disclosure Coordinator
CMG Financial
03.2020 - Current
Client Success Manager
Nextiva
06.2019 - 10.2019
Sales Development Representative
Nextiva
02.2018 - 05.2019
Bachelors - Business Administration
Arizona Christian University
Associates - General Business
Paradise Valley Community College
Notable Honors and Awards
CMG Financial: Multiple #1 disclosure coordinator months for most loans disclosed. Featured in the employee spotlight in 2024. Nextiva: Multiple Pass awards for most leads passed during the week. Most closed accounts in sales for the month of March 2019.