Experience

West Coast Mortgage Group

• United States
• Financial Services
• 1 - 100 Employee

• Senior Loan Officer

  • Jun 2021 - Present

  California, United States • Designed and continually optimized sales scripts that improved cold call conversions • Honed consultative selling skill to improve sales conversions by 16.3% in Q1 of 2023 • Conducted virtual sales training that immediately boosted department morale and productivity • Improved the operational efficiency of two Loan Officers that reduced their closing time by an average of 15 days (33%) • Created a custom CRM and production tracker spreadsheet using Excel to track performance… Show more • Designed and continually optimized sales scripts that improved cold call conversions • Honed consultative selling skill to improve sales conversions by 16.3% in Q1 of 2023 • Conducted virtual sales training that immediately boosted department morale and productivity • Improved the operational efficiency of two Loan Officers that reduced their closing time by an average of 15 days (33%) • Created a custom CRM and production tracker spreadsheet using Excel to track performance metrics Show less



Mission Fed Credit Union

• United States
• Banking
• 300 - 400 Employee

• Senior Refinance Representative

  • Dec 2020 - Jun 2021

  San Diego, California, United States • The fastest to promote to the senior role within the department • Successfully managed second highest volume of loans (90+) • The go-to employee for customer de-escalation and assisted with de-escalating more than five critical customer conflicts • Conduct onboard training for new loan officers

• Junior Refinance Representative

  • Sep 2020 - Dec 2020

  San Diego, California, United States • Received multiple highly-satisfied customer reviews after displaying excellent customer service • Management quickly increased responsibilities after seeing my ability to manage projects efficiently



marcus evans Group

• Ireland
• Events Services
• 700 & Above Employee

• Account Executive

  • Jan 2020 - Apr 2020

  United States • Quickly adapted to cold calling C-Level Executives by setting appointments for the Account Manager • Used ZoomInfo and LinkedIn Sales Navigator for lead generation • Swiftly implemented strategies from management feedback



Benchmark Mortgage

• United States
• Financial Services
• 1 - 100 Employee

• Senior Loan Officer

  • Sep 2017 - Jun 2018

  La Mesa, California, United States • Consistency with prospect follow-up led to higher conversions and sales • Consultatively sold through the use of sales presentations (Microsoft PowerPoint) • Using research and social media marketing strategies to generate leads



Peoples Home Equity, Inc.

• Financial Services
• 100 - 200 Employee

• Production Assistant

  • Feb 2017 - Jul 2017

  San Diego, California, United States • Assisted in increasing Loan Officers productivity by efficiently managing sales pipeline • Successfully worked cross-functionally with the Marketing and Operations department



Prospect Mortgage, LLC

• United States
• Financial Services
• 700 & Above Employee

• Senior Loan Officer

  • Dec 2015 - Feb 2017

  San Diego, California, United States • Weekly consistent follow up with realtors to set in-person meetings and build referral base • Managed entire sales cycle, including post close strategy to increase referrals

• Loan Officer Assistant

  • Dec 2014 - Dec 2015

  San Diego, California, United States

• Junior Loan Officer

  • Aug 2013 - Dec 2014

  San Diego, California, United States