Peter Squittieri

Work History

Mortgage Broker, Mortgage Loan Originator

Loan Genius

11.2021 - 11.2023

Managing lead pipeline
Following up on leads and updating the pipeline
Processing Loans
Taking applications
Evaluating loan applications
Researching lenders for the best loan options for the borrower
Event Setup and Execution
Networking
Customer service
Cold calling
Average 3 closed loans a month
Working branch and self-sourced leads
Peoples Home Equity/Cardinal Financial – Direct Lender
Loan Partner
Assessed clients' financial data to determine loan suitability.
Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
Evaluated borrower financial information, pay stubs and credit history to determine loan possibility.
Presented, explained and processed home loan documents such as Loan Estimates and Loan Programs and rates to borrowers.
Established strong relationships with borrowers, which helped to forge new business opportunities.
Advised clients on loan process and specialized topics in home purchasing such as Loan Programs and Interest rates and loan terms.
Explained entire mortgage loan process to borrower.
Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
Fielded customer complaints and provided solutions.
Worked with underwriters to fix application problems and resolve issues.
Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
Collaborated with different lenders to find best possible deal for homebuyers.

Loan Partner

Cardinal Financial

03.2020 - 09.2021

Verify and compile information for loan applications
Collecting, verifying, and sorting initial documents
Review of loan files to verify that the application data is complete and meets established standards, Including borrower assets, and Liabilities
Verifying income
Calculating w2 and self-employed income
Disclosing loans
Assisting borrowers to sign disclosures and pay appraisal fees
Tracking contingency dates, Rate lock expirations along with closing dates
Collecting written VOES
Ordering Appraisals
Appraisal Retrieval
Running Credit Simulators
Entering Contracts
Setting up And Managing the Company's CRM Program
Sending Preapproval Letters
Managing the Pipeline of 60 to 80 leads a month, averaging 15 to 20 funded loans a month
Weekly pipeline calls with loan officers
Training Others
Providing frequent updates to realtors and borrowers through the loan process
Fielded customer complaints and provided solutions.
Worked with underwriters to fix application problems and resolve issues.
Explained different types of loans pertaining to client situations.
Reviewed loan files and updated to match current standards.
Set up and maintained a CRM
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Checked loan documents for accuracy prior to closing.
Improved loan processing efficiency by streamlining documentation and communication procedures.
Enhanced borrower satisfaction by providing exceptional customer service throughout the entire loan process.
Collaborated with loan officers to ensure accurate and timely completion of loan applications, increasing overall productivity.
Proactively identified potential bottlenecks in the loan approval process by staying informed of market conditions and internal policy updates.
Developed strong relationships with title companies, insurance agents, and other third-party vendors to expedite loan closings.
Utilized advanced software tools to facilitate seamless communication between loan partners, borrowers, and underwriters, ultimately expediting the loan process.
Demonstrated adaptability when handling various types of loans, including conventional mortgages, FHA loans, VA loans, and commercial financing options.
Identified potential issues with credit reports or property appraisals early in the process, addressing concerns promptly to avoid delays.
Assisted borrowers in understanding complex financial information, ensuring proper decision-making regarding loan terms and conditions.

Service Manager

Pool Builders Inc

03.2018 - 04.2019

19 - moved out of state
Repairs
Service
Pro-Edge Service Setup
Warranty
Maintained team productivity and quality of service by establishing and maintaining clear benchmarks.
Met with customers to discuss service needs and offer available solutions.
Resolved customer complaints in professional and timely manner.
Resolved escalated customer complaints professionally, turning potentially negative experiences into opportunities for continued patronage.
Monitored inventory levels and placed orders to replenish stock.
Met with customers to discuss service needs and develop effective and practical solutions.
Coordinated with other departments to maintain streamlined and productive workflow.
Developed and maintained positive relationships with customers to build rapport and trust.
Implemented strategies to increase customer service satisfaction ratings.
Increased overall revenue by upselling additional services and products during routine maintenance visits.
Implemented inventory management systems to reduce costs and increase efficiency in the service department.
Streamlined scheduling procedures, optimizing technician deployment to maximize productivity and minimize client wait times.
Maintained records of service transactions and customer feedback for future reference.
Managed a team of technicians, ensuring timely completion of projects and high-quality workmanship.

Head Barback/ Floor Host

Spearmint Rhino

03.2018 - 10.2018

Keeping 3 bars fully stocked
Food Runner
Bottle Runner
Assisted Floor Hosts
Restocked ice, condiments, and snacks.
Checked ID cards and verified bar guests were of legal age.
Club had 200 to 350 patrons a night

Head Barback

Double Dee's Saloon FL

10.2017 - 02.2018

Bar Closed, Barback/Night Shift
Keeping bar fully stocked
Food Runner
Bottle Runner
Assisted Floor Hosts
Stone-hardscapes
Transported dirty utensils, dishes, and trays to kitchen to help team stay on top of cleaning.
Checked ID cards and verified bar guests were of legal age.
Ensured prompt assistance during busy times by anticipating bartender needs and proactively taking action where needed.
Assisted in the setup and breakdown of special events, ensuring a smooth and successful experience for all attendees.
Demonstrated excellent multitasking abilities, balancing multiple responsibilities simultaneously while maintaining attention to detail in a fast-paced setting.
Managed ice supply by consistently monitoring levels during peak hours and refilling as necessary to maintain optimal service speed.
Streamlined bar operations by effectively managing inventory levels and placing orders as needed.

Operations Manager

Stonehardscapes

06.2017 - 10.2017

In charge of purchasing and receiving
Warehouse/inventory Management
Ordering
Receiving
Vendor relations
Heavy Equipment Operation
Logistics
Introduced new methods, practices, and systems to reduce turnaround time.
Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
Identified and resolved unauthorized, unsafe, or ineffective practices.
Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
Managed approximately 30 incoming calls, emails and per day from customers/ Vendors
Supervised operations staff and kept employees compliant with company policies and procedures.
Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
Developed and maintained relationships with external vendors and suppliers.
Developed systems and procedures to improve operational quality and team efficiency.
Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.

General Manager/Quickbooks Consultant

Fountain Blue Pools

11.2015 - 06.2017

Implementing Quickbooks and realigning financial software
ProEdge Build and ProEdge Service Integration
Fishbowl Inventory Management
Warehouse/inventory Management
Ordering, Overseeing accounts payable
Negotiating pricing
Vendor relations
Company go-to-guy
Job scheduling
In house trainer
Customer Management
Heavy Equipment Operation
Implemented operational strategies and effectively built customer and employee loyalty.
Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
Maximized operational excellence mentoring personnel on management principles, industry practices, and company procedures.
Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
Managed budget implementations, employee evaluations, and contract details.
Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
Introduced new methods, practices, and systems to reduce turnaround time.
Provided thoughtful guidance to personnel in navigating and resolving snags in productivity.
Collaborated with cross-functional teams to develop innovative solutions.
Reduced operational risks while organizing data to forecast performance trends.
Managed approximately 30 incoming calls, emails per day from customers
Managed approximately 15 Service techs, 4 Repair techs
Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
Developed and implemented strategies to increase sales and profitability.
Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
Managed budget development, forecasting, and financial reporting processes to track progress towards organizational objectives accurately.
Implemented effective cost-saving measures to reduce overhead expenses without compromising quality or service.
Increased overall company efficiency by streamlining operations and implementing innovative managerial strategies.
Implemented robust inventory management systems to optimize stock levels and minimize waste/costs associated with excess product storage.
Scheduled employees for shifts, taking into account customer traffic and employee strengths.
Assisted in recruiting, hiring and training of team members.
Interacted well with customers to build connections and nurture relationships.

Operations Manager, •Quickbooks Consultant

Van Kirk & Sons

12.2012 - 11.2015

Took a job with more opportunities, Implementing Quickbooks and realigning financial software
Fishbowl Inventory Management
Warehouse/inventory Management
Ordering
Overseeing accounts payable
Negotiating pricing
Vendor relations
Job scheduling
In-house trainer
Heavy Equipment Operation
Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
Identified and resolved unauthorized, unsafe, or ineffective practices.
Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
Introduced new methods, practices, and systems to reduce turnaround time.
Increased profit by streamlining operations.
Negotiated contracts with vendors and suppliers to obtain best pricing and terms.
Analyzed and reported on key performance metrics to senior management.
Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
Developed and implemented strategies to maximize customer satisfaction.

General Manager

The Big Splash

03.2008 - 11.2012

Moved out of state, Overseeing all aspects of company including:
Finances
Cash Management
Record Keeping
Budgeting
A/P, A/R
Scheduling
Sales
Routing/Ordering/Purchasing
Repairs
Pricing/Inventory Control
Customer Experience Management
Tech Training/Customer Training
Product Knowledge (CPO Certified)
Implemented and set up
New systems including inventory process, new scheduling process
Service program and QuickBooks Financial Software, Quickbooks POS Software
Heavy Equipment Operation
Introduced new methods, practices, and systems to reduce turnaround time.
Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
Maximized operational excellence mentoring personnel on management principles, industry practices, and company procedures.
Implemented operational strategies and effectively built customer and employee loyalty.
Managed budget implementations, employee evaluations, and contract details.
Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
Developed and implemented strategies to increase sales and profitability.
Provided strategic oversight of marketing and promotional campaigns to keep campaigns aligned with overall goals and objectives.
Collaborated with cross-functional teams to develop innovative solutions.
Analyzed market trends and competitor activities to create competitive advantages.
Managed approximately 30 incoming calls, emails per day from customers.'
Managed approximately 10 Maintenace techs 2 repair techs 12 life guaeds 4 office saff and the retail store

Store Manager/Operations Manager/Purchasing Manager

Pal Pools and Spas

04.2007 - 03.2008

Retail Sales
Customer service
Inventory control
Human resources
Cash management
Heavy Equipment Operation
Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
Completed point of sale opening and closing procedures.
Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
Reconciled daily sales transactions to balance and log day-to-day revenue.
Rotated merchandise and displays to feature new products and promotions.
Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.

Purchasing Manager/Assistant Store Manager

All Florida Pool and Spa

04.2006 - 04.2007

Reason for leaving - Moved, Purchasing
Retail Sales
Customer service
Inventory management
Human resources
Spa Sales
Heavy Equipment Operation
Performed monthly reconciliation of open purchasing orders.
Purchased new products and oversaw inventory stocking and availability.
Sourced vendors, built relationships, and negotiated prices.
Coordinated paperwork, updated spreadsheets, and maintained permanent records.
Used [Software] to authorize and monitor purchase orders and consumables.
Identified and targeted critical procurement issues, saving over $[Amount].

Retail Store Manager/ Spa Salesman

Pool Doctor

05.2002 - 07.2006

Set up and maintenance of all aspects of a high-volume retail store
Purchasing
Inventory control
Warehouse Management
QuickBooks set up, POS system set up
Managed Payroll and cash flow
Scheduling
Heavy Equipment Operation
Spa Sales
In House Repairs
Inside Sales
Coached employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers.
Established and optimized schedules to keep coverage and service in line with forecasted demands.
Optimized store displays and appearance via strategic merchandising.
Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
Submitted orders for new inventory.
Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
Completed routine store inventories.
Managed store organization, maintenance, and purchasing functions.
Maintained customer satisfaction with quick and professional handling of product returns.
Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Managed inventory control processes to restore back stock, control costs, and maintain sales floor levels to meet customer needs.
Established objectives to offer team members clear roadmap to help company achieve overall goals.
Created employee schedules to align coverage with forecasted demands.
Mentored team members to enhance professional development and accountability in workplace.
Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
Supervised guests at front counter, answering questions regarding products.

Engineer/Fireman

Coast Guard

01.1999 - 04.2002

Engine/boat maintenance
Boarding team member
Law Enforcement
Marksman
Presidential security
Violations and arrests
Heavy Equipment Operation
Search and rescue
Inventory
Fire team
First aid
Watchman
Ship security
Conducted research to test and analyze feasibility, design, operation and performance of equipment, components, and systems.
Tested and analyzed equipment design and performance feasibility to determine potential ROI.

Summary

Education

High School Diploma -

Timeline

Overview

Skills

Work Availability