Tracy Andreini
Alameda,CA
Summary
Dynamic professional with a proven track record, excelling in client relationship management and team leadership. Recognized for enhancing operational efficiency and delivering exceptional customer service. Adept at fostering strong client connections while driving team success, leveraging both strategic insight and interpersonal skills to achieve outstanding results.
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
15
15
years of professional experience
Work History
Senior Mortgage Advisor
Amerihome Mortgage
05.2023 - Current
- Guided clients through mortgage options, ensuring informed decision-making and tailored solutions.
- Analyzed financial documents to assess creditworthiness and eligibility for mortgage products.
- Developed and maintained strong relationships with real estate agents and clients to drive referrals.
- Educated clients on mortgage processes, including pre-approval, closing procedures, and compliance requirements.
- Achieved high customer retention rates through proactive follow-up strategies and personalized client support services.
- Expanded business through referrals by consistently delivering exceptional service and fostering long-term customer relationships.
Branch Manager, Senior Mortgage Advisor
Flagstar Bank, FSB
05.2017 - 02.2023
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
Branch Owner, Senior Mortgage Advisor
Opes Advisors
06.2010 - 05.2017
- Mentored staff on customer service excellence, improving team performance and satisfaction ratings.
- Streamlined operational processes, enhancing efficiency and reducing overhead costs.
- Managed day-to-day business operations.
- Trained and motivated employees to perform daily business functions.
- Maintained P&L and shouldered corporate fiscal responsibility.
Education
Bachelor of Arts - Fine Arts
University Of Newcastle
Newcastle, Australia12-1988
Skills
- Client relationship management
- Team leadership
- Operational efficiency
- Customer service excellence
Timeline
Senior Mortgage Advisor
Amerihome Mortgage
05.2023 - Current
Branch Manager, Senior Mortgage Advisor
Flagstar Bank, FSB
05.2017 - 02.2023
Branch Owner, Senior Mortgage Advisor
Opes Advisors
06.2010 - 05.2017
Bachelor of Arts - Fine Arts
University Of Newcastle