Summary
Overview
Work History
Skills
Accomplishments
Interests
Timeline
Generic

Paul Potthast

Rocklin,CA

Summary

Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Life, Health & Sickness Insurance position. Ready to help team achieve company goals.

I have many years of sales and sales management experience, from selling cars to managing dealerships. Then changing careers to excel in R E mortgage. I also have past insurance experience and just recently acquired the needed Life, Health & Sickness Insurance License CA.

Overview

30
30
years of professional experience

Work History

Mortgage Loan Originator (MLO)

Guaranteed Rate
08.2020 - 10.2022
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked closely with borrowers experiencing financial hardship, helping them explore alternative financing options or refinancing solutions.
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.

MLO

PennyMac
08.2019 - 05.2020

MLO

Paramount Equity
05.2015 - 04.2019

Skills

  • Licensed mortgage loan originator
  • Loan structuring
  • Pipeline management
  • Underwriting guidelines
  • Residential mortgage lending regulations
  • Life insurance knowledge
  • Life insurance underwriting
  • Life insurance policies

Accomplishments

  • Awards;
  • Multiple Sales Awards (National and In House), Trips, Events, Etc. over my lifetime of sales excellence.
  • Started as a salesman in the Auto Industry and was promoted to Middle & Senior Management Positions.
  • Attended numerous seminars from Brian Tracy (Masters of Excellence), Grant Cardone, Tony Robbins to some of the best not heard of Trainers in various industries. I have an extensive library of self help/spiritual materials.
  • I changed careers (after 25 years) and made over 100K my 1st year in the mortgage business. I was also the top student in the training class.
  • However from all of my experience, education, seminars, trainings, etc. I have learned that a Good Attitude and HARD WORK usually overcomes most challenges and is the best way to reach most production goals!!

Interests

I have volunteered and served for several community and church services I believe it is important to give back to society, especially where you live and/or work

I also enjoy golf, the 49ers (most of the time), the Giants and the Kings

My real passion is MMA which I was involved with for 25-30 years of my life (training only), and still watch almost every event

Timeline

Mortgage Loan Originator (MLO)

Guaranteed Rate
08.2020 - 10.2022

MLO

PennyMac
08.2019 - 05.2020

MLO

Paramount Equity
05.2015 - 04.2019
Paul Potthast