Experience

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  WPM Real Estate Management

  • Corporate Treasurer

    • Mar 2024 - Present

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  NEXA Mortgage LLC / Secured Mortgage Processing, LLC

  • Mortgage Loan Originator / Processor / Pipeline Manager / Coach

    • Feb 2021 - Dec 2023

    Mortgage Loan Originator• Expanded mortgage expertise by partnering with NEXA and gaining access to 200+ lenders, advancing portfolio to include a variety of non-QM and investor products.• Generated leads and referral partners, leveraging a wide range of support, investors, and marketing.• Self-processed loans while gaining even more knowledge of the loan origination process.• Added licenses for NJ and PA.Processor• Moved to the processing side of mortgage lending with SMP, utilizing relationships made to seamlessly transition into a support role for originating colleagues.• Utilized technical background to structure loans as well as detail-oriented mindset to analyze all potential conditions that could appear through the loan process while balancing 20+ loans simultaneously.• Navigate all parts of the loan process from disclosing, to working with underwriters, title, and insurance while meeting contractual deadlines for real estate purchase transactions.• Communicate effectively with all parties (realtors, loan officers, title, builders, etc.) to give timely updates and realistic deadline expectations.Pipeline Manager/Coach/MLO• Returned to NEXA Mortgage under a new branch position to manage the entire branch’s pipeline and ensure all compliance issues are met.• Joined the Loan Officer Support team to coach new or transitioning LOs to NEXA on a variety of topics including but not limited to loan guidelines, lender expertise and efficiency, and software implementation.

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  Buckingham Mortgage

  • Mortgage Loan Officer

    • May 2020 - Feb 2021

    • Transitioned to residential mortgages, passing NMLS exam and obtaining licenses in MD, VA, and FL. • Originated mortgages, specializing in first time homebuyers and educating buyers while navigating an extremely competitive seller’s market.

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  The Dominion Group of Companies

  • Mortgage Loan Officer

    • Feb 2020 - Apr 2020

    • Mortgage loan officer onboarded during a large period of growth and expansion within the team. Quickly mastered portfolio of products, including hard money loan program and 30-year fixed rate mortgages for rental properties, to be able to communicate and sell effectively to experienced real estate investors.• Reached out directly to warm leads as well as receiving inbound calls through marketing campaigns to expand portfolio of clients. Relationship management, selling acumen, and communication skills led to rapid growth bringing on $30m in line of credit business for customers in first two months of employment.

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  Medtronic

  • United States
  • Medical Equipment Manufacturing
  • 700 & Above Employee

  • Sales Representative - Spinal Therapies & Biologics

    • Jul 2019 - Nov 2019

    • Valuable team member, quickly gaining skills necessary to manage a territory from covering cases and managing inventory to interacting with surgeons and developing relationships to sell and grow business.• Constant drive to master product portfolio and stay up to date on newest surgical techniques and opportunities to further expand Medtronic presence in all accounts.• Contributed on sales calls and helped lead the successful implementation of the Medtronic mobile lab to drive additional business, highlighting important technologies to accentuate opportunities available with prospective surgeon customers.

  • Case Specialist - Spinal Therapies & Biologics

    • Dec 2017 - Jul 2019

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  Element Fleet Management

  • Sparks, MD

  • Strategic Consultant

    • Jun 2016 - Jul 2017
    • Sparks, MD

    • Contracted new clients through numerous Requests for Proposal on location, demonstrating the company’s value through various strategic analyses, providing the sales team with the tools to grow business.• Responsible for managing and developing strong relationships with account managers in a substantial portfolio of clients, providing services and analytics to manage fleets, and implementing best practice techniques to reduce costs and increase fleet efficiency.• Maintained a database of all client information and demographics and, with a team of consultants, created an excel workbook tool using VBA to pull and analyze all data for a specific client, providing team members an intuitive resource to quickly pull all necessary data to provide quality analysis to their clients.

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  DLS Engineering Associates, Inc.

  • Curtis Bay, MD

  • Statistical Analyst

    • Oct 2014 - Mar 2016
    • Curtis Bay, MD

    • Contracted to US Coast Guard to create and manage a performance index for the Coast Guard Yard using user forms and VBA coding in Excel.• Applied advanced technical skills through various ad-hoc tasks for Coast Guard analytics using Excel and SAS.

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  University of Maryland Medical Center

  • Baltimore, MD

  • Financial Analyst

    • Dec 2013 - Sep 2014
    • Baltimore, MD

    • Analyzed and created multiple reports and presentations on various methods to increase cost efficiency for several departments within the hospital system, understanding the needs of surgeons in the OR.• Various ad-hoc tasks requested by hospital physicians, demonstrating organizational, analytical, and presentation skills to obtain and convey the appropriate data needed for the request.

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  Fidelity & Guaranty Life

  • Baltimore, MD

  • Actuarial Assistant

    • Aug 2011 - Nov 2013
    • Baltimore, MD

    • Worked with the Financial Planning and Analysis team performing weekly surrender results and monthly conservation reports as well as participating in running and summarizing yearly plans and forecasts.• As part of the Actuarial Development Program, rotated to the Modeling team, performing various analyses using the Moses financial modeling software and database management utilizing SQL queries.