Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Noah Solis

Fresno,CA

Summary

Highly driven Loan Officer with top producing track record in mortgage sales. Demonstrating strong interpersonal skills and exceptional service throughout mortgage process. Adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations.

Overview

27
27
years of professional experience

Work History

Senior Loan Officer

Cardinal Financial Group
01.2020 - 02.2023
  • Submitted loan applications to underwriter for verification and final loan approval.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Developed and maintained relationships with Realtors.
  • Reviewed and edited loan agreements to promote efficiency and accuracy.
  • Maintained strict confidentiality of client information.
  • Managed team members to facilitate loan process, customer follow up and marketing.
  • Averaged 100 closed purchased loans and 700 leads annually.

Senior Loan Officer

Alterra Home Loans
10.2011 - 01.2020
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Supervised loan personnel and motivated to maintain customer service and performance standards.
  • Researched and updated industry knowledge on changing legislation and regulations.
  • Created strategies to develop and expand sales.

Account Manager

Coca-Cola
11.2008 - 04.2010
  • Educated clients on new products or services to increase customer engagement with brand.
  • Facilitated client satisfaction and renewed customer relations to drive growth.
  • Built relationships with business owners to promote long term business growth.
  • Achieved or exceeded company-defined sales quotas.
  • Developed, maintained and utilized diverse client base.
  • Booked over 30 new cold machines placements.

Branch Manager

Universal Mortgage And Sales Inc.
01.2004 - 06.2008
  • Maintained friendly and professional customer interactions.
  • Assessed employee performance and developed improvement plans.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Engaged employees in business processes with positive motivational techniques.
  • Complied with regulatory guidelines and requirements.
  • Managed the number 2 producing branch of 40 plus offices company wide.

Assistant Store Manager

The Home Depot
06.1996 - 12.2003
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Walked through store areas to identify and proactively resolve issues negatively impacting operations.
  • Maintained positive customer relationships by responding quickly to customer service inquiries.
  • Monitored daily cash discrepancies and inventory shrinkage.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
  • Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.

Education

Bachelor of Science - Collaborative Health And Human Services

Cal State University Monterey Bay
Seaside, CA
06.2002

Associate of Arts - Business Administration

Hartnell College
Salinas, CA
06.1999

Skills

  • Database Management
  • Team Player
  • Strategy Planning
  • Loan Presentation Preparation
  • Client Interviews
  • Sales Pipeline Maintenance
  • Regulatory Compliance
  • New Client Acquisition
  • Document Analysis
  • Networking and Partnership Development

Accomplishments

  • Number 1 producing Loan Officer in units & volume from 2014 - 2019.
  • NAHREP Top 250 Loan Officers nationwide from 2016 - 2019.
  • Colorado Trail and John Muir Trail through hiker.
  • Climbed 31 of 58 Colorado 14,000" peaks.

Timeline

Senior Loan Officer

Cardinal Financial Group
01.2020 - 02.2023

Senior Loan Officer

Alterra Home Loans
10.2011 - 01.2020

Account Manager

Coca-Cola
11.2008 - 04.2010

Branch Manager

Universal Mortgage And Sales Inc.
01.2004 - 06.2008

Assistant Store Manager

The Home Depot
06.1996 - 12.2003

Bachelor of Science - Collaborative Health And Human Services

Cal State University Monterey Bay

Associate of Arts - Business Administration

Hartnell College

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