Driven Sales Professional with nineteen year track record in mortgage and home lending product sales. Demonstrating strong interpersonal skills and exceptional service throughout sales process.
Overview
17
17
years of professional experience
Work History
Loan Officer
NEXA Mortgage, LLC
05.2024 - Current
Strategically selected and purchased high-quality lead lists, enhancing the efficiency of marketing campaigns, resulting in 500K-1M monthly funded volume
Conducted 50 to 100 outbound dials daily, generating new leads and expanding client base
Leveraged CRM systems to manage and track client interactions
Conducted in-depth consultations with clients to identify mortgage needs and match them with suitable loan products.
Ensured compliance with all federal and state regulations throughout the loan origination process.
Loan Officer
E Mortgage Capital
08.2023 - 04.2024
Developed and executed self-generated marketing strategies, resulting 6-8 broker-referred mortgage applications resulting in 1M to 2M monthly funded volume.
Analyzed clients' financial status, credit, and property evaluations to determine feasibility of granting loans.
Developed and maintained relationships with realtors, builders, and other industry professionals to generate new business.
Conducted in-depth consultations with clients to identify mortgage needs and match them with suitable loan products.
Ensured compliance with all federal and state regulations throughout the loan origination process.
Mortgage Loan Officer
The Mortgage Calculator
01.2023 - 02.2023
Originate mortgage loans from provided leads, realtor leads, outside sales partner leads, as well as self generated leads
Manage 20+ customer calls per day
Closely analyze client borrowing situation and recommend solutions from range of options tailored to meet their individual goals
Communicate effectively with all stakeholders, including client, production staff, title company and real estate agents
Demonstrate highest level of professionalism and customer service toward all clients
Develop and implement marketing campaigns to generate new business opportunities
Mortgage Loan Officer
Homestead Funding Corp.
10.2018 - 10.2022
Established, developed and maintained client referral relationships with potential and existing customers, realtors, builders, title companies, and other to establish and retain business
Proactively solicited new residential mortgage business and sold mortgage products to meet established goals averaging $30 million in annual volume in 2019 - 2021
Negotiated price, terms, and conditions with mortgagors
Recipient of President's Club Award for 2020 and 2021
Mortgage Loan Officer
Freedom Mortgage Corporation
08.2019 - 10.2019
Conducted approximately 30-50 inbound and outbound calls daily in consumer direct channel
Assisted clients in selecting correct loan product and terms to meet needs and financial goals in consumer direct channel
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Mortgage Loan Officer
J.G. Wentworth Home Lending
05.2019 - 08.2019
Conducted approximately 30-50 inbound and outbound calls daily in consumer direct channel
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
Mortgage Loan Officer
Quicken Loans
10.2018 - 05.2019
Conducted approximately 70-100 inbound and outbound calls daily in consumer direct channel
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
Mortgage Loan Officer
Peoples Mortgage Company
08.2015 - 10.2018
Proactively solicited and originated mortgage loans from both marketing leads as well as self-generated referral business
Analyzed applicant’s credit, income information and asset documentation to determine best mortgage product to meet their specific needs
Connected mortgage clients with experienced real estate referral partners to complete home buying process
Successfully closed between 6-8 self generated loans per month.
2016 and 2017 President’s Club Qualifier.
Mortgage Loan Officer
Bank Of America
01.2008 - 08.2015
Originated purchase and refinance loans for bank portfolio customers
Analyzed applicant’s credit, income information and asset documentation to determine best mortgage product to meet their specific needs
Advised and educated applicants on home buying and refinance processes and how to best manage their mortgage.
Maintained top 10 percent stacked ranking for all years employed
Education
BACHELOR’S DEGREE - MARKETING
ARIZONA STATE UNIVERSITY
Tempe, AZ
05.2000
Skills
Active listening
Strong sales ability
Strong verbal and written communication skills
Sales goals
Prospecting clients
Consultative sales
Organization
Relationship development
Client service & relations
Timeline
Loan Officer
NEXA Mortgage, LLC
05.2024 - Current
Loan Officer
E Mortgage Capital
08.2023 - 04.2024
Mortgage Loan Officer
The Mortgage Calculator
01.2023 - 02.2023
Mortgage Loan Officer
Freedom Mortgage Corporation
08.2019 - 10.2019
Mortgage Loan Officer
J.G. Wentworth Home Lending
05.2019 - 08.2019
Mortgage Loan Officer
Homestead Funding Corp.
10.2018 - 10.2022
Mortgage Loan Officer
Quicken Loans
10.2018 - 05.2019
Mortgage Loan Officer
Peoples Mortgage Company
08.2015 - 10.2018
Mortgage Loan Officer
Bank Of America
01.2008 - 08.2015
BACHELOR’S DEGREE - MARKETING
ARIZONA STATE UNIVERSITY
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