Samantha Hernandez
Ridgefield,WA
Summary
Skilled in analyzing market trends, building and operating CRMs and delivering exceptional customer service. Adept at managing diverse teams and fostering collaboration to drive revenue growth. Committed to ensuring compliance with industry standards and enhancing client satisfaction in dynamic environments.
Overview
10
10
years of professional experience
Work History
Mortgage Loan Officer
Loan Depot
01.2025 - Current
- Oversaw CRM system usage to track client applications, monitor communication workflows, and maintain complete and compliant digital records.
- Produced pipeline reports and data dashboards to track applicant progress, measure conversion rates, and identify process improvement opportunities.
- Consistently oversaw a high-volume applicant pipeline, managing 8–10 new applications daily while maintaining an active caseload of 50+ shopping clients over 10 states. Regularly coordinated and monitored $1.5–3M in contract each month, ensuring accuracy, compliance, and timely progression through all stages of review.
Mortgage Broker
Elev8 Mortgage
02.2024 - 10.2024
- Partnered with private investors on residential property development while managing a team average of $30M loan pipeline, ensuring compliance and operational efficiency.
- Designed and implemented a new CRM system from the ground up for the brokerage, establishing workflows, data management protocols, and user training. Independently developed and managed all marketing materials to support client outreach and engagement.
Mortgage Loan Originator
Rocket Mortgage
03.2022 - 02.2024
- Developed and managed automated communication campaigns through CRM to streamline applicant outreach and enhance client engagement.
- Oversaw a complex mortgage pipeline with emphasis on data accuracy, analytical precision, and full compliance with regulatory standards, ensuring integrity and efficiency across all application processes.
Leasing Manager
Greystar
06.2020 - 03.2022
- Developed and implemented targeted outreach strategies to attract and engage prospective tenants, supporting move in goals.
- Delivered professional support through phone, email, and CRM communications, ensuring timely responses and a positive applicant experience.
- Managed and trained leasing agents in application processes and interpersonal skills, enhancing overall team performance and client engagement.
Business Development Professional
Freedom Jeep Chrysler
09.2018 - 05.2020
- Tracked and analyzed key performance metrics related to business development initiatives, including sales pipeline management and conversion rates.
- Effectively managed a high-volume pipeline of nearly 300 active applicants within a CRM system, ensuring accurate data management, timely follow-up, and seamless progression through the application process.
Luxury Leasing Agent
Holland Partner Group
02.2016 - 09.2018
- Cultivated and nurtured relationships with high-end clients, industry influencers, and key stakeholders in the luxury real estate market.
- Conducted thorough background, reference, and credit checks as part of the tenant screening process, ensuring quality placements and compliance with standards.
Education
Bachelor of Science - Business Administration And Management
Western Governors University
Salt Lake City, UT05-2027
Google Certificate - Data Analytics
Coursera
08-2025
Mortgage License - Accounting And Finance
SAFE Certified
04.2022
High school Diploma -
Clearfield High School
05-2014
Skills
- More than 10 years developing and operating CRMs
- Customer service and support
- Sales Strategy Development
- Relationship Management
- Strategic Planning
- Financial Acumen
- Analytical Thinking
Timeline
Mortgage Loan Officer
Loan Depot
01.2025 - Current
Mortgage Broker
Elev8 Mortgage
02.2024 - 10.2024
Mortgage Loan Originator
Rocket Mortgage
03.2022 - 02.2024
Leasing Manager
Greystar
06.2020 - 03.2022
Business Development Professional
Freedom Jeep Chrysler
09.2018 - 05.2020
Luxury Leasing Agent
Holland Partner Group
02.2016 - 09.2018
Bachelor of Science - Business Administration And Management
Western Governors University
Google Certificate - Data Analytics
Coursera
Mortgage License - Accounting And Finance
SAFE Certified
High school Diploma -
Clearfield High School
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