Ramon Soler
Real Estate Broker
La Palma,CA
Summary
Dynamic Broker Manager and Mortgage Loan Originator with a proven track record at American Heritage Realty. Excelled in client acquisition and relationship management, boosting client satisfaction and revenue through strategic negotiation and risk management. Skilled in contract drafting and fostering team leadership, consistently achieving goals with a keen eye for detail and quality assurance. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Proactive Homes Sales Consultant with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Mortgage Loan Officer with 14 years of experience in mortgage lending. Extensive real estate knowledge and success in client education. Adept at mathematical accuracy and following financial regulations.
Overview
19
19
years of professional experience
Work History
Mortgage Loan Originator
All Satr Real Estate & Loans
Chino, CA
01.2012 - Current
- Worked with underwriters to fix application problems and resolve issues.
- Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
- Analyzed applicant financial data to determine eligibility for various loan products, tailoring recommendations based on individual needs.
- Maintained up-to-date knowledge of industry regulations, changes, and trends to provide accurate advice to clients.
- Increased loan application approvals by efficiently processing and reviewing documents for accuracy and compliance.
- Provided exceptional customer service throughout the entire loan process from initial consultation to closing day.
- Worked closely with borrowers experiencing financial hardship, helping them explore alternative financing options or refinancing solutions.
- Streamlined the loan origination process with thorough pre-qualification assessments, resulting in faster decisionmaking.
- Assisted clients in understanding complex mortgage terms, facilitating informed decisions about their financing options.
- Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
- Structured loans creatively to address unique borrower situations and maximize approval chances without compromising compliance standards.
- Conducted borrower interviews to gather necessary information and documentation for loan applications.
- Conducted regular follow-ups with clients post-closing to ensure satisfaction and identify potential referrals.
- Explained different types of loans pertaining to client situations.
- Improved client satisfaction rates by providing timely communication and updates on loan statuses.
- Interviewed applicants to assess loan requirements before suggesting offers.
- Prepared documents for customers, submitting and overseeing through each step of closing process.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Proved successful working within tight deadlines and a fast-paced environment.
- Paid attention to detail while completing assignments.
Broker Manager
American Heritage Realty
La Palma, CA
05.2005 - Current
- Enhanced client satisfaction by providing exceptional customer service and addressing their needs promptly.
- Developed new business relationships by networking with potential clients and offering tailored brokerage solutions.
- Established strong referral network by cultivating lasting relationships with industry professionals who provided valuable leads.
- Collaborated with other departments, such as marketing and legal, to ensure seamless communication between teams for optimal client experience.
- Adapted quickly to changes in market conditions and regulations, allowing the firm to remain competitive in an ever-evolving industry.
- Worked closely with risk management teams in order to minimize potential losses while maximizing gains for our customers.
- Resolved any disputes or issues between brokers and clients professionally, maintaining the reputation of the firm at all times.
- Mentored junior brokers, providing guidance on best practices that contributed to their professional growth and success.
- Oversaw promotional activities that generated awareness about our services among prospective clients.
- Negotiated favorable terms for clients in real estate transactions, resulting in increased revenue for the company.
- Maintained compliance with all regulatory requirements, minimizing risk exposure for both clients and the company.
- Developed strategic plans for day-to-day financial operations.
Education
Bachelor of Science - Business Management
De La Sale University
Manila, Philippines05.1974
Skills
- Contract drafting
- Negotiation expertise
- Client acquisition
- Relationship Management
- Willing to Learn
- Attention to Detail
- Critical Thinking
- Decision-Making
- Team Building Leadership
- Planning and coordination
- Relationship building and management
- Prioritizing and Planning
- Client Relationship Management
- Proactive and Focused
- Goal Setting
- Risk Assessment
- Business Relationship Management
- Quality Assurance
- Sales professional
- Risk Management
- Sales Support
- Fraud prevention
- Risk Analysis
- Loan Processing
- Credit Approval and Denial
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Mortgage Loan Originator
All Satr Real Estate & Loans
01.2012 - Current
Broker Manager
American Heritage Realty
05.2005 - Current
Bachelor of Science - Business Management
De La Sale University
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