Sheryl Contreras
Plano
Summary
Proven expertise in customer service, operations, financial planning, and sales. Demonstrates strong communication and analytical skills, with a track record of quickly adapting to new policies and procedures. Committed to fostering team success and collaboration.
Overview
20
20
years of professional experience
Work History
Certified Debt Consultant
Freedom Debt Relief
10.2023 - Current
- Utilized consultative approach to identify client needs and deliver financial education.
- Guided clients in gathering and uploading required documentation for streamlined processing.
Mortgage Loan Originator
Mr. Cooper
Irving
02.2021 - 09.2023
- Achieved top performer status while mentoring incoming Loan Officers.
- Reviewed documentation for accuracy and completeness, including initial 1003.
- Maintained extensive knowledge of underwriting guidelines and lending regulations.
Mortgage Loan Originator
JG Wentworth Home Lending
Plano
05.2018 - 01.2021
- Evaluated client financial data to determine mortgage eligibility and options.
- Educated clients on mortgage products, terms, and conditions effectively.
- Coordinated with processors and appraisers to ensure timely processing of applications.
Mortgage Loan Originator
Mr. Cooper
Irving
01.2013 - 04.2018
- Assisted clients in navigating paperwork and understanding loan procedures clearly.
- Provided excellent customer service at all times by responding promptly to inquiries.
- Conducted follow-up activities with borrowers throughout the entire loan process.
Assistant Branch Manager
Capital One Bank
Humble
09.2008 - 01.2013
- Developed and managed employee schedules and PTO requests
- Managed daily branch operations and ensured compliance with company policies.
- Supported team members in achieving sales goals through effective coaching and guidance.
Licensed Personal Banker
JP Morgan Chase Bank
Plano
12.2005 - 08.2008
- Developed comprehensive product knowledge to provide informed customer advice.
- Fostered strong relationships with customers and referral partners to enhance loyalty.
- Maintained Series 6, 63, and Group 1 licenses to ensure compliance and credibility.
Skills
- Financial analysis
- Documentation management
- Client education
- Regulatory compliance
- Loan processing
- Customer relationship management
Timeline
Certified Debt Consultant
Freedom Debt Relief
10.2023 - Current
Mortgage Loan Originator
Mr. Cooper
02.2021 - 09.2023
Mortgage Loan Originator
JG Wentworth Home Lending
05.2018 - 01.2021
Mortgage Loan Originator
Mr. Cooper
01.2013 - 04.2018
Assistant Branch Manager
Capital One Bank
09.2008 - 01.2013
Licensed Personal Banker
JP Morgan Chase Bank
12.2005 - 08.2008
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