To utilize my skills and professionalism to meet and exceed the expectations of the Financial Institution. I strive to consistently provide an exceptional customer experience. I have a reputation for problem solving and organizational skills. I believe strongly in team building and motivating each other to achieve individual and team goals.
Sales Coodinator - Wholesale Channel, Apr. 2015 - Present Pacific Union Financial, Santa Ana, CA * Provide training and support to our Brokers throughout the complete loan process. * Work with all roles to ensure turn times are being met; liaison between Brokers, Sales, and Operations. * Enhance the Broker experience by providing excellent customer service and building relationships to earn more business.
Sr. Mortgage Banker, Feb. 2014 - Nov. 2014 Peoples Bank, N.A., Costa Mesa, CA * Qualified inbound calls to uncover the customer's needs and financial ability to obtain financing. * Collected necessary documents to prepare file for processing and underwriting. * Worked together with processing team to ensure loans closed in a timely manner. * Provided the borrower with updates throughout the loan process.
AVP, Mortgage Loan Specialist, Oct. 2013 - Dec. 2013 Bank of America, N.A., Tustin, CA * Qualified customers that were referred to me by Personal Bankers. * Worked together with processing team to ensure a smooth loan process. * Kept the client informed throughout the loan process and collected necessary documents for the processing team. * Coached Personal Bankers and led team meetings to increase mortgage sales within my assigned Retail Banking Centers.
Santa Ana Valley High School - Class of 2002
Bi-lingual - Fluent in English and Spanish Microsoft Office; Word, Excel, Outlook Familiar with Calyx Point, Encompass, DataTrac, OpenClose