Wesley Uyema
Rancho Palos Verdes,CA
Summary
Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase company revenue and cement loyalty.
Overview
14
14
years of professional experience
Work History
Private Mortgage Consultant
U.S. Bank
01.2023 - Current
- Implemented sales strategies that established relationships with realtors and CPAs.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
Private Mortgage Consultant
Union Bank
12.2010 - 01.2023
- Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
- Implemented sales strategies that established relationships with realtors and CPAs.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Prepared documents for customers, submitting and overseeing through each step of closing process.
Education
Bachelor Of Applied Science - Social Sciences
UC Irvine
Irvine, CASkills
- Financial Analysis
- Complex Problem-Solving
- Strong Relationships
- Serve Customer Needs
Affiliations
AREAA Board of Director: Jan 2016-current
As a non profit organization, our mission is to promote AAPI homeownership. Working with like minded colleagues within the Real estate industry; from real estate agents to other loan originators.
Timeline
Private Mortgage Consultant
U.S. Bank
01.2023 - Current
Private Mortgage Consultant
Union Bank
12.2010 - 01.2023
Bachelor Of Applied Science - Social Sciences
UC Irvine
Similar Profiles
Nicholas WardNicholas Ward
Finance Manager at U.S. BankFinance Manager at U.S. Bank
Wing WooWing Woo
Vice President - Data Analyst at U.S. BankVice President - Data Analyst at U.S. Bank
Kimber WilsonKimber Wilson
Correspondence Specialist at U.S. BankCorrespondence Specialist at U.S. Bank