TERRY PHILIPPE
LAWTON,OK
Overview
9
9
years of professional experience
Work History
Loan Advisor, Senior
Freedom Mortgage Corporation
04.2022 - 07.2023
- Nurtured diverse client base, delivering tailored mortgage solutions
- Expert in products, rates, and guidelines, offering optimal financing options
- Led mortgage applications from start to finish, addressing client concerns
- Streamlined loan processing with underwriters for enhanced client satisfaction
- Conducted meticulous risk assessments, evaluating creditworthiness
- Mentored juniors, enhancing team performance and expertise
- Collaborated with real estate professionals for seamless transactions
- Ensured regulatory compliance and upheld industry standards.
Mortgage Loan Officer
Strong Home Mortgage
10.2021 - 04.2022
- Completed intensive sales academy focused on guidelines, pipeline management
- Exceeded expectations, built rapport, and generated referral business
- Managed loan files end-to-end, ensuring timely and successful closures.
Loan Advisor
Freedom Mortgage Corporation
02.2020 - 09.2021
- Consistently ranked Top Loan Officer for FL branch
- Averaged 150+ monthly mortgage transactions, exceeding sales targets
- Managed pipeline efficiently and adapted quickly to different verticals
- Guided borrowers through disclosures and e-sign processes
- Handled 49 state licenses, ensuring compliance
- Completed regular trainings while maintaining high productivity.
Jr Instructor
Mathnasium
10.2018 - 02.2019
- Conducted personalized instructional sessions, catering to groups of up to four students at a time
- Managed and updated individual student lesson plans and feedback files, ensuring organized and effective tutoring
- Tutored a wide spectrum of mathematical levels from Counting Numbers to Calculus I, demonstrating proficiency
- Engaged students with a dynamic teaching approach, fostering a stimulating and enjoyable learning environment
- Evaluated student progress, corrected assignments, and provided constructive feedback using positive reinforcement techniques.
Team Member
Publix
08.2017 - 10.2018
- Provided exceptional customer service, cultivating loyalty and positive experiences
- Conducted accurate checkout transactions using electronic registers, ensuring integrity
- Assisted in maintaining store cleanliness and organization, enhancing the shopping environment
- Recognized and consistently praised by patrons for delivering superior in-store experiences and personal service
- Demonstrated adaptability, assuming multiple roles including Self Check Out attendant; recognized for quick mobility and contributions to the team.
Webmaster & Database Administrator
University of Florida, Dean of Students Office
06.2014 - 08.2017
- Developed interactive web applications and user-friendly forms, enhancing productivity and end-user satisfaction
- Redesigned and updated the Dean of Students Office website, receiving tens of thousands of unique visitors monthly across six functional areas
- Managed the Dean of Students Office web database and applications, ensuring seamless functionality and user experience
- Successfully handled multiple projects concurrently within a collaborative professional team environment
- Participated in meetings with Dean of Students Office professionals and other stakeholders to align web development strategies.
Education
Bachelors of Science - Computer Science Engineering
University of Florida
Gainesville, FLBachelors of Arts - East Asian Languages and Literatures
University of Florida
Gainesville, FLAssociate of Arts - Mathematics
Miami-Dade College North Campus
Miami, FLSkills
- COMPUTER SKILLS
- Extensive knowledge of PHP, HTML, MySQL, and Apache/nginx configurations
- Proficient in SalesForce, Microsoft Office Products, Mean Stack, Agile, Pivotal Tracker, Slack
- Loan Evaluations
- Regulatory Guidelines
- Loan Documentation
- Loan Counseling
- Customer Needs Assessments
- Application Verification
- Familiar with Pipeline Management, FNMA/FHLMC/VA guidelines, AUS (DP&LP), Encompass
- Customer Experience
- Sales Forecasting
- Experiential Learning
- Instructional Techniques
- Active Listening
- Customer Support
- Persuasion Techniques
- Performance Goals
- Curriculum Delivery
- Educational Support
- Student Performance Evaluation
- Financial Analysis Aptitude
- Business Development
- Document Management
- Compiling Data
- Brand Oversight
- Web Programming
- Reporting Tools
- Written and Oral Communications
- Web Practices
- Project Management
- User Expectations
Additional Information
- NMLS # 1867090 | License Status: Active
Languages
English
Native or Bilingual
Spanish
Professional Working
Japanese
Professional Working
Haitian Creole
Professional Working
Timeline
Loan Advisor, Senior
Freedom Mortgage Corporation
04.2022 - 07.2023
Mortgage Loan Officer
Strong Home Mortgage
10.2021 - 04.2022
Loan Advisor
Freedom Mortgage Corporation
02.2020 - 09.2021
Jr Instructor
Mathnasium
10.2018 - 02.2019
Team Member
Publix
08.2017 - 10.2018
Webmaster & Database Administrator
University of Florida, Dean of Students Office
06.2014 - 08.2017
Bachelors of Science - Computer Science Engineering
University of Florida
Bachelors of Arts - East Asian Languages and Literatures
University of Florida
Associate of Arts - Mathematics
Miami-Dade College North Campus