PRESTON POTTS
South Gate
Summary
Resourceful Senior Mortgage Loan Originator known for high productivity and efficient task completion. Specialize in risk assessment, regulatory compliance, and customer relationship management. Excel at communication, problem-solving, and adaptability, ensuring smooth loan processing and client satisfaction.
Overview
10
10
years of professional experience
Work History
Sr. Mortgage Loan Originator
Strata Lending
Newport Beach, California
04.2020 - Current
- Assisted clients in completing mortgage applications and gathering necessary documentation.
- Coordinated with underwriters to facilitate the loan approval process.
- Collaborated with team members to enhance customer service procedures and support initiatives.
- Developed relationships with real estate agents and other referral sources to increase loan origination volume.
- Analyzed credit reports, appraisals, title reports, tax returns, pay stubs, bank statements, and other pertinent documents.
- Established effective working relationships with team members within the organization.
Community Design & Review Specialist
First Service Residental
Irvine
03.2023 - 04.2024
- Reviewed documents for compliance with company policies and regulations.
- Compiled monthly reports summarizing key findings from review activities.
- Prepared presentations highlighting key insights gained through review activities.
- Coordinated between multiple departments to ensure consistent implementation of review protocols.
92F Petroleum Supply Specialist
Unites States Army
06.2015 - 06.2021
- Managed fuel supply operations and logistics for military vehicles and equipment.
- Trained junior specialists on fuel management systems and procedures.
- Oversaw inventory control of petroleum products and equipment supplies.
- Conducted routine inspections of fuel storage facilities for compliance standards.
- Maintained detailed records of all transactions involving the receipt, issue, sale and transfer of petroleum supplies.
Customer Service Analyst
Sc Fuels
Orange, California
06.2019 - 04.2020
- Analyzed customer inquiries and complaints in order to provide accurate solutions.
- Managed customer accounts using CRM software for efficient tracking.
- Collaborated with other departments to ensure that each request was handled properly.
- Documented customer interactions for quality assurance and training purposes.
- Developed and maintained positive relationships with customers through effective communication.
Education
Associate of Applied Science - Criminal Justice
Golden West College
Huntington Beach, CA06-2015
Skills
- Jack of all trades
- Time management
- Data analysis
- Team collaboration
- Customer service
- Computer and software proficient
References
References available upon request.
Timeline
Community Design & Review Specialist
First Service Residental
03.2023 - 04.2024
Sr. Mortgage Loan Originator
Strata Lending
04.2020 - Current
Customer Service Analyst
Sc Fuels
06.2019 - 04.2020
92F Petroleum Supply Specialist
Unites States Army
06.2015 - 06.2021
Associate of Applied Science - Criminal Justice
Golden West College