Senior Mortgage Consultant

• May 2022 - Present

Senior Mortgage Consultant

• Dec 2014 - May 2022

• Develop and maintain strong relationships with Realtors and Customers. • Maintain current knowledge of market conditions, policies & procedures, real estate guidelines. • Financial consulting, analysis, and credit counseling. • Critical thinking skills • Structure/Offer financial/mortgage solutions specific to each individual client needs. • Set priorities and manage customer expectations. • Work within strict deadlines and timelines. • Offer financial/mortgage solutions specific to individual client needs. • Solution-based sales. Show less

Mortgage Loan Officer - NMLS # 406322

• Mar 2014 - Nov 2014

Home Mortgage Consultant - NMLSR ID406322

• Feb 2008 - Jan 2014

Develop and maintain relationships w/ real estate professionals, builders and other business referral sources. Maintain current knowledge of market conditions, Wells Fargo policies & procedures, real estate guidelines, and compliance with all regulatory mortgage requirements. Offer financial/mortgage solutions specific to individual client needs. Marketing of products and services through real estate breakout sessions and customer presentations. Develop and maintain relationships w/ real estate professionals, builders and other business referral sources. Maintain current knowledge of market conditions, Wells Fargo policies & procedures, real estate guidelines, and compliance with all regulatory mortgage requirements. Offer financial/mortgage solutions specific to individual client needs. Marketing of products and services through real estate breakout sessions and customer presentations.

Mortgage Broker

• Apr 2003 - Feb 2008

Global Account Manager

• Jan 1992 - Dec 2002

Account Manager for international regions, senior management and small business partners. Conduct needs assessments to identify delivery methods, design, develop and deliver courses. Evaluate effectiveness of Instructor-led-ILT, eLearning, satellite, web-based, self study and blended training courses and programs Pricing responsibilities and financial tracking of monthly revenue and cost recovery. Marketing of Training Solutions products and services. Develop and implement policies and procedures within organization. Perform breakouts and presentations at trade shows and learning conferences. Knowledge of integrated telecommunications and data services; large business systems, call centers, voice messaging. Project management, design, and production of customer training catalogue and website. Transition catalog project from implementation thru distribution. Designed Customer Training Solutions logo to represent training organization. Point of contact with subject matter experts (SME) in marketing products and services. Show less