Experience

IOU Financial

• United States
• Financial Services
• 1 - 100 Employee

• Business Development Specialist

  • Aug 2021 - Present

  -Create, cultivate, and develop relationships with brokers that have recently joined our preferred network. -Submit and drive loan applications for funding while continually managing the pipeline and exceeding company funded volume goals. -Create, cultivate, and develop relationships with brokers that have recently joined our preferred network. -Submit and drive loan applications for funding while continually managing the pipeline and exceeding company funded volume goals.



National Funding

• United States
• Financial Services
• 100 - 200 Employee

• Sr. Loan Specialist

  • Apr 2016 - Aug 2021

  -Generated a higher than average approval rate by working a customer database to establish new business. -Maintained constant email and verbal communication with representatives at lender firms and verbally confirming terms and conditions of contract with the borrower. -Interpreted credit approvals and clearly explain credit stipulations and contract agreements to gather the proper supporting documentation. -Generated a higher than average approval rate by working a customer database to establish new business. -Maintained constant email and verbal communication with representatives at lender firms and verbally confirming terms and conditions of contract with the borrower. -Interpreted credit approvals and clearly explain credit stipulations and contract agreements to gather the proper supporting documentation.



Safebuilt Insurance Services

• United States
• 1 - 100 Employee

• Senior Underwriter

  • Jun 2014 - Apr 2016

  -Assessed documents to identify the level of risk considering factors such as the condition of the property and financial potency of the clients while exceeding gross profit objectives. -Discussed the insurance terms and policies with the clients and their brokers resulting in an increased referral business. -Processed, prepared, and submitted business or government forms, such as submitting applications for coverage to insurance carriers. -Assessed documents to identify the level of risk considering factors such as the condition of the property and financial potency of the clients while exceeding gross profit objectives. -Discussed the insurance terms and policies with the clients and their brokers resulting in an increased referral business. -Processed, prepared, and submitted business or government forms, such as submitting applications for coverage to insurance carriers.