Phillip Hoang
Sterling Financial & Realty
Santa Ana,CA
1
Certification
18
years of professional experience
I have been a dedicated real estate broker and loan officer since 2009. I have built an extensive network being known for my efficiency and integrity. I have a comprehensive knowledge of all real estate and mortgage processes and hope to bring that value to all my clients.
Work History
Broker
12 Years 2 Months- Negotiated and closed high-value real estate transactions, enhancing client satisfaction and loyalty.
- Conducted comprehensive market analyses to identify trends and opportunities for clients.
- Streamlined transaction processes, increasing overall efficiency and reducing closing times for clients.
- Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
- Developed a reputation for integrity and ethical conduct within the brokerage community, leading to increased trust from clients and colleagues alike.
- Fostered relationships with clients, resulting in repeat business and referrals through exceptional service.
Life Insurance Agent
3 Years 1 Month- Two years of achieving Executive Council, success metric based at company.
- Became registered agent, passing the SIE and Series 6 exams.
- Developed customized financial plans that included insurance plans to meet client needs and financial goals.
- Educated clients on policy options, benefits, and claims processes.
- Conducted comprehensive risk assessments to identify coverage gaps.
- Cultivated strong client relationships through regular communication and follow-ups.
Senior Loan Officer
5 Years 7 Months- Analyzed creditworthiness and financial documentation to ensure compliance with lending policies.
- Facilitated client consultations to assess financial needs and recommend appropriate loan products.
- Developed personalized loan strategies to enhance customer satisfaction and retention rates.
- Collaborated with real estate agents and financial advisors to expand referral networks and drive business growth.
Education
Bachelor of Science - Finance
Skills
Negotiation expertise
Financial analysis
Business growth
Networking skills
Relationship management
Compliance requirements
Workplace training
Certification
CA BRE License 01890750
NMLS ID 382531
FINRA Registered Agent (SIE & Series 6 - no current sponsor)
Timeline
Life Insurance Agent
New York Life
05.2023 - 06.2026Read More
Broker
Sterling Financial & Realty
08.2014 - CurrentRead More
Senior Loan Officer
IApprove Lending
01.2009 - 08.2014Read More
California State University, Long Beach
Bachelor of Science from Finance
Read More