Rebecca R Moreno
Business Professional
Las Vegas,Nevada
Summary
Bilingual Mortgage Lending Manager proudly promoting offering excellent skills in building capable teams, overseeing mortgage lending functions. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Eager to support a busy organization while managing a talented team of lending specialists. Versatile background in banking and finance. Consistently meet bank and customer service standards. Ready to tackle new challenges in position within the real estate industry where talents in mortgage will be valuable. Energetic leader successful at motivating and building positive team dynamics to accomplish aggressive goals. Dedicated to open, communicative culture where employees feel empowered to contribute to company's success. Pursuing a similar position where a well-qualified individual with an understanding of regulatory compliance and auditing is highly sought
Overview
21
21
years of professional experience
Work History
Branch Manager
Cherry Creek Mortgage Co
Las Vegas , NV
2021.10 - Current
- Develop and maintain high degree of visibility by Marketing/Partnering with industry professionals, networking, prospecting to generate referrals for team.
- Assessed employee performance and developed improvement plans.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Complied with regulatory guidelines and requirements
- Met deadlines by proactively managing individual and team tasks and streamlining processes
- Developed and delivered polished sales presentations in order to highlight product and service quality
- Launched new training program to boost employee skills and staff retention rate
President, Board of Directors
Asian Real Estate Association Of America
Las Vegas , NV
2017.01 - Current
- Attended trade shows and client meetings, promoting AREAA brand and building rapport with prospects and partners.
- Developed, maintained and operated company's web presence, developing original text and image content for company website and designing HTML and email promotions.
- Developed and implemented new strategies and policies in collaboration with sponsor partners to establish and achieve homeownership in low to moderate communities to provide counseling and education, providing community with strong and sustainable organizational leadership.
- Supported and supervised team of 30, plus Board of Director professionals.
- Composed grant proposals and fundraising newsletters to raise capital for non-profit organizations.
- Planned and organized special events, solicited corporate sponsorships and set up matching gift donations to reach financial targets.
- Planned and implemented fundraising events.
- Entered referrals into appropriate system based on type of referral obtained.
Branch Manager
Sun West Mortgage Company
Las Vegas , NV
2018.08 - 2021.10
- Engaged employees in business processes with positive motivational techniques.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Evaluated project applications and verified with outline specifications to approve, reject and recommend adjustments
- Met deadlines by proactively managing individual and team tasks and streamlining processes
- Identified partnership opportunities and established favorable business connections
Mortgage Loan Originator
Wells Fargo Home Mortgage
Las Vegas , NV
2016.05 - 2018.08
- Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
- Interviewed applicants to assess loan requirements before suggesting offers.
- Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
- Prepared documents for customers, submitting and overseeing through each step of closing process.
- Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
Personal Banker
WELLS FARGO
Las Vegas , NV
2014.01 - 2015.05
- Assisted branch in client services: opened banking accounts, credit cards, responsible for sending warm client leads to banking partners such as Home Mortgage, Business Banking, and Investment Advisory Services
- Called prospective clients to introduce current banking promotional offers and products.
- Networked to increase client base and encourage existing clients to expand financial portfolios
- Worked closely with management to strategize sales techniques to increase branch production and customer service
- Continually boosted branch production and revenue by 150% by consistently meeting all monthly and quarterly sales goals
Personal Banker
JPMorgan Chase
Bullhead City , AZ
2009.05 - 2014.01
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Education
Diploma -
Mohave High School
Bullhead City, AZ05.2001
Skills
- Coaching and Mentoring
- Advertising Techniques
- Mortgage Guidelines, Products and Services
- Social Media Engagement
- Professional Relationships
- Business Management and Development
Affiliations
- Toastmasters
- Asian Real Estate Association of America Las Vegas
- Nevada Mortgage Lenders Association
- Women's Council of Realtors
- National Association of Hispanic Real Estate Professionals
Languages
Spanish
Native or Bilingual
Timeline
Branch Manager
Cherry Creek Mortgage Co
2021.10 - Current
Branch Manager
Sun West Mortgage Company
2018.08 - 2021.10
President, Board of Directors
Asian Real Estate Association Of America
2017.01 - Current
Mortgage Loan Originator
Wells Fargo Home Mortgage
2016.05 - 2018.08
Personal Banker
WELLS FARGO
2014.01 - 2015.05
Personal Banker
JPMorgan Chase
2009.05 - 2014.01
Diploma -
Mohave High School
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