Levi Mondoza

Investment Analyst | Underwriter at Marshall Reddick Real Estate
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Credentials

  • Real Estate Salesperson
    California Department of Real Estate
    Jul, 2022
    - Nov, 2024
  • Inbound Methodology
    HubSpot
    Dec, 2020
    - Nov, 2024
  • Business Metrics for Data-Driven Companies
    Duke University

Experience

  • Marshall Reddick Real Estate
    • United States
    • Real Estate
    • 100 - 200 Employee
    • Investment Analyst | Underwriter
      • Jun 2021 - Present

      Underwrite private loan applications to assess risk presented by buy-hold and value add real estate acquisitions. Originated real estate secured loan assets totaling $20,000,000.00+ with impeccable performance/payoff history nationwide. Ensure the current performance of private real estate debt portfolio totaling $13,500,000.00+ as the primary point of contact, servicer, and manager. Declare conservative valuations for current and after renovation values of residential real property assets, and provide a mutually beneficial loan structure to borrower and lender clients. Manage value-add real estate projects in cooperation with with key stakeholders. Approve and authorize release of funds based on deliberate review of construction and renovation progress. Coordinate closing procedures with title/escrow and insurance parties on behalf of private lenders and borrowers to ensure timely, efficient closings. Process and evaluate renovation draw requests for value add-projects, assessing whether risk is correctly managed and investor LTV position is conservatively maintained. Sell approved lending opportunities to private capital partners via Marshall Reddick's proprietary "Mortgage Marketplace." Negotiate with both borrower and lender clients to ensure satisfactory timeframes, loan terms, and execution of investments concerning real property. Council clients on advantages of investing retirement funds in secured promissory notes. Order and manage appraisals following agreement with borrowers regarding loan terms. Our Services: - Real estate agents for clients looking to buy or sell their home or investment property - Property management for landlords - Private money lending for clients in need of non-owner occupied financing - Mortgage and trust deed investments for clients wanting to invest in secured notes - Mortgage Fund - Private Placement - Industry leading online and in-person education and advice

  • ListReports
    • United States
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Product Marketing Assistant
      • Jun 2020 - Dec 2020

      At ListReports, I've been afforded the opportunity to contribute to marketing and strategic initiatives designed for sales enablement. Ultimately, I've made buying and selling a home a more delightful experience by: • Performing continuous, in-depth competitive analysis of the real estate technology industry representing 20+ companies. Weekly presentations delivered to the sales and executive teams. • Driving enrollment to digital event hosting 5000+ participants presenting new home search mechanism. • Managing advertising campaign budget on Linkedin Campaign Manager and Facebook Business Manager. • Conducting over 1000 qualitative research calls and described data via detailed Powerpoint presentations and Excel spreadsheets. • Assisting in the institution of marketing persona research for multiple customer segments including: loan officers, real estate agents, and homebuyers/sellers. • Creating marketing content designed to educate, engage, and delight real estate professionals regarding company software products and releases. • Designed process of content creation for in-house communications team and freelance creatives. Reported directly to product marketing manager, head of marketing, director of strategic initiatives, vice president of communications and chief executive officer.

  • New Blues Festival
    • Long Beach, California
    • Marketing And Public Relations Intern
      • Jun 2018 - Feb 2019

      Attracted local media outlets to publicize festival at zero expense to organization, Created relationships with XM and local radio stations that will benefit New Blues Fest in the future. Sold advertising space in New Blues Festival program and created subsequent business-to-business relationships made to last. Designed festival program, secured advertisers, and wrote the majority of content including artist interview reports, biographies, and informative texts. Managed media tent at event site, provided passes to artists and press and provided support when needed Provided emergency energy and supplies to all vendors, attended to trash cans, and worked with a team to provide energy to all media outlets in need. Designed festival program, secured advertisers, and wrote the majority of content including artist interview reports, biographies, and informative texts. Exposed New Blues Festival to younger audiences by attracting millennial social media influencers from Long Beach-Orange County area Secured donations from local businesses and dedicated sponsors, averaging $1000 per donation.

Education

  • Vanguard University of Southern California
    Bachelor's of Arts, Communication Studies: Technology & Emerging Media
    2019 - 2020
  • Santa Ana College
    Associate of Arts - AA, Communications Studies
    2017 - 2018
  • California Polytechnic State University-San Luis Obispo
    Business Administration and Management, General
    2015 - 2017

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