PETER MALDONADO
New-Indy Packaging
Huntington Beach,US
1
Certification
19
years of professional experience
I am a bilingual, skilled professional salesperson. What I have to offer is years of experience in sales and helping solve problems. I believe "for every problem, there is a solution". I maintain a positive outlook, and I am a team player, who is looking to find a company that values and rewards a hardworking, task-oriented, problem solver.
Work History
Account Representative
1 Year 8 Months- Developed and maintained strong client relationships to enhance customer satisfaction and loyalty.
- Resolved customer inquiries and issues promptly, enhancing service quality and retention rates.
- Coordinated product deliveries and ensured timely fulfillment of customer orders.
- Reviewed sales data to identify trends for account management.
- Developed and maintained strong relationships with key accounts to ensure client retention.
- Expanded customer base by identifying potential leads.
- Supported customer satisfaction through regular follow-up and communication.
Account Executive
7 Months- Called and followed up on leads, gathering all authorizations, questionnaires, and relevant information for clients interested in selling their policies.
- Maintained open and honest dialog with clients, ensuring they were aware of current file status.
- Collaborated with upper management and pricing team to make sure all information was current and making sure that the team had all information to make an informed decision regarding the purchase of policies.
Senior Mortgage Banker
4 Years 5 Months- Ensured data accuracy and security in loan processing, enhancing client trust and compliance.
- Led mortgage origination processes, ensuring compliance with regulatory standards and company policies.
- Mentored junior bankers in underwriting practices, enhancing team knowledge and efficiency.
- Developed tailored loan solutions for clients, improving customer satisfaction and retention rates.
Senior Mortgage Banker
2 Years 2 Months- Managed loan processes from accepted offers to closing and funding, ensuring smooth transactions for clients.
- Clarified various loan options tailored to client needs, enhancing understanding and decision-making.
- Built and maintained relationships with real estate agents in the area.
- Developed and nurtured relationships with local real estate agents to facilitate referrals and streamline loan processes.
Mortgage Banker
1 Year 11 Months- Identified and pre-qualified mortgage customers to facilitate loan processing.
- Led the creation and execution of loan packages.
- Facilitated mortgage applications by assessing borrower qualifications and financial profiles.
- Collaborated with underwriting teams to ensure compliance with lending guidelines and regulations.
- Guided clients through loan processes, providing clear explanations of terms and requirements.
Mortgage Banker
8 Years 5 Months- Collected borrower information to facilitate mortgage loan approvals.
- Reviewed copies of applicants' credit histories and viewed paperwork to determine worthiness of granting loans.
- Prioritized accounts based on total amount owed based on the total amount owed and credit bureau reports.
Education
Certificate - Counseling Psychology
Skills
Mortgage Licensing
Customer relations
Customer engagement
CRM proficiency
Customer relationship management
Sales forecasting
Strong Lead chaser and follow up
Lead generation
Certification
NMLS #268234
Timeline
Account Representative
New-Indy Packaging
12.2024 - 08.2026Read More
Account Executive
Encore Life
09.2023 - 04.2024Read More
Senior Mortgage Banker
Total Quality Lending
04.2019 - 09.2023Read More
Senior Mortgage Banker
New American Funding
02.2017 - 04.2019Read More
Mortgage Banker
Prospect Mortgage & Citywide Home loans
02.2015 - 01.2017Read More
Mortgage Banker
Broadview Mortgage
06.2007 - 11.2015Read More
Mt. San Antonio College
Certificate from Counseling Psychology
Read More