Summary
Overview
Work History
Education
Skills
References
Certification
Timeline
Generic
Sharla Ortega

Sharla Ortega

Albuquerque

Summary

Dynamic mortgage professional with a proven track record at CMG Home Loans, excelling in referral generation and relationship management. Adept at loan structuring and problem-solving, I successfully identified solutions for clients, enhancing their financial wellbeing and driving significant revenue growth. Committed to delivering exceptional service and fostering lasting partnerships.

Overview

7
7
years of professional experience
1
1
Certification

Work History

JR Mortgage Loan Orignator

CMG Homeloans
Albuquerque
10.2022 - 07.2025
  • Facilitated mortgage loan applications with clients to assess financial needs.
  • Educated clients on loan products and options to enhance understanding.
  • Collaborated with underwriting teams to process and review loan applications.
  • Identified valuable solutions for customers with credit problems.
  • Developed relationships with real estate agents and clients to generate referral opportunities.
  • Provided excellent customer service at all times by responding promptly to inquiries.
  • Conducted market research to identify competitive mortgage offerings in the area.
  • Evaluated client financial documents to determine loan eligibility.

Inside Sales Assistant

Paramount Bank
04.2022 - 08.2022
  • Building relationships with realtors, insurance agents, title companies and attending networking events to establish multiple sources of referral partners.
  • Coordinated appointment scheduling between clients and sales representatives efficiently.
  • Success in cold calling and building relationships while asking for referrals.
  • Partner up with realtors to grow our business together by door knocking and creating flyers and door hangers.
  • Attend open houses with partners to be able to provide knowledge to potential buyers and onsite pre-approvals.
  • Assisted sales team with lead generation and follow-up communications.

Member Experience Specialist

Kirtland Federal CU
11.2021 - 04.2022
  • Responsible for performing a broad variety of member service functions, including teller transactions, cash handling, account maintenance and opening new accounts.
  • Responsible for generating, reviewing and processing loan applications for all consumer lending products, vehicle loans, credit cards, signature loans, and share secured loans.
  • Educate and provide members with Credit Union products and services, identifying what is best for the Member.

Relationship Banker

Bank of Albuquerque
01.2019 - 10.2021
  • Building lifelong relationships with my customers. I have demonstrated a genuine interest in my customers and ask questions to understand what’s important to them and their financial wellbeing.
  • Growing our revenue by assessing, recommending, making outbound calls, selling clients a full range of retail products, including all personal loan products, HELOCs, HELOANS, credit cards, CDs, MMA, etc.
  • Follow up with clients for future potential needs as well as current needs.
  • Educating clients about services and resources to help them make their everyday living as convenient as possible.
  • Cross-selling and referring our clients and prospects to our partner's across the bank i.e. mortgage, private banking, merchant services, business banking.
  • Trained in Express Shared Banker program with the ability to efficiently answer inbound calls as well as make outbound calls. Has successfully sent secure messages, referrals, and other communications to/from BOKF clients. Solves problems and answers questions; listens to and anticipates clients’ needs in order to completely and accurately resolve their issue.
  • Works closely with my Mortgage loan officer to make outbound calls to previous, existing, and new clients to refi or purchase their home. As well as generating business for mortgage by asking questions and uncovering needs to in person clients.
  • One of the top referrers in 2020 averaging about 10M to our mortgage department.

Education

High School Diploma -

Santa Fe High School
Santa Fe, NM
06-2007

Some College (No Degree) -

Central New Mexico Community College
Albuquerque, NM

Skills

  • Troubleshooting expertise
  • Team collaboration
  • Problem-solving ability
  • Resourcefulness
  • Relationship management
  • Referral generation
  • Networking proficiency
  • Product knowledge
  • Self-motivation
  • Loan structuring
  • Sales orientation
  • Maintained a 5 star rating on google

References

  • Erika Zubiate, 505-507-3619
  • David Aragon, 505-358-9608
  • Moreen Gomez, 505-231-7444

Certification

  • MLO License

Timeline

JR Mortgage Loan Orignator

CMG Homeloans
10.2022 - 07.2025

Inside Sales Assistant

Paramount Bank
04.2022 - 08.2022

Member Experience Specialist

Kirtland Federal CU
11.2021 - 04.2022

Relationship Banker

Bank of Albuquerque
01.2019 - 10.2021

High School Diploma -

Santa Fe High School

Some College (No Degree) -

Central New Mexico Community College

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Sharla Ortega