B2B Sales C Business Development ~ Account Management ~ Customer Service

 

Ø  Offering several years experience in sales-driven, client-focused financial services industry, with emphasis on business development, competitive market leveraging and strategic relationship building; supporting background in cross-functional business operations

Ø  Dynamic communication, consultation, presentation, and negotiation skills; able to capture high-volume business through customized selling, aggressive lead development and proactive networking

Ø  Excel in prioritizing, planning and steering projects to maximize productivity and meet critical timelines

Ø  Technology-savvy Windows XP Professional adept in database management, hardware configuration, software updates, and technical troubleshooting; extensive knowledge of MS Office as well as proficiency in QuickBooks and wide range of mortgage lending software

Ø  Licensed Real Estate Salesperson, # 0184475, California Department of Real Estate;

Expiration Date: 04/27/2012; NMLS ID: 328343

 

 

Senior Loan Consultant, Crestline Funding Corporation-Irvine, CA                            2007 to Present

Actively consult with prospective clients to define borrowing needs, assess qualifications and define optimal lending solutions while controlling financial risk to company

Deliver customized sales presentations and steer full-scope retail mortgage loan transactions from application through funding to generate high-volume business

Consistently maintain current knowledge of market, industry and credit/regulatory compliance guidelines; well-versed in purchase and refinance, conforming/non-conforming, FHA, VA, DU Refi Plus/ LP Relief Refi, HELOC, and Fannie Mae DU/DO

Maximize efficiency/quality assurance through proficient use of software including Calyx Point, Optimal Blue, Encompass, Loan Energizer; adept in Freddie Mac Loan Prospector risk assessment tools

 

Operations, NationsFirst Lending, Inc. / Americo Mortgage Corporation-Irvine, CA             2005 to 2007

Demonstrated sharp business acumen in driving and supporting operations across Account Management,  Loan Setup & Servicing, Post-Closing, Marketing/Database Management, and Accounting as well as Technology Administration; facilitated communications and collaboration amongst cross-functional departments

Expertly quoted loan pricing to brokers and managed initial loan setup; provided ongoing borrower/ broker-level customer service as well as steered loan-level investor relations

Efficiently prepared, organized and provided loan files per investor specifications and standards

Drove market penetration and competitive leveraging by maintaining comprehensive marketing database; used varied marketing software/applications for data import/export, merges and mailers

Applied solid accounting knowledge toward managing A/P, A/R, deposits, bank/GL account reconciliation, journal entries, loss mitigation, and related reporting as well as collections; successfully collected $300K in outstanding receipts, 2006

Actively represented company as plaintiff in small claims court actions; instrumental in 18 successful judgments/mediations in favor of company

Contributed technology proficiencies toward setting up and maintaining corporate email accounts, configuring network hardware, performing periodic software updates, and troubleshooting/resolving related problems; worked extensively with ProLender, Calyx Point, QuickBooks, and AMB software

 

 

University of Phoenix, Southern California Campus, Costa Mesa, CA

Bachelor of Science, Business Management; graduated with 3.65 GPA