Experience

Nuvia Dental Implant Center

• United States
• Hospitals and Health Care
• 100 - 200 Employee

• Smile Consultant

  • Aug 2023 - Present



Western State Bank

• United States
• Banking
• 100 - 200 Employee

• Mortgage Loan Consultant

  • Apr 2023 - Aug 2023

  In my current role, I am diversifying and expanding bank services through the development of in-house portfolio lending products. I am implementing process enhancements to drive lending and underwriting efficiency, resulting in increased bank profit margins. Additionally, I conduct thorough assessments and analysis of financial data to determine the optimal lending solution for each customer or client. In my current role, I am diversifying and expanding bank services through the development of in-house portfolio lending products. I am implementing process enhancements to drive lending and underwriting efficiency, resulting in increased bank profit margins. Additionally, I conduct thorough assessments and analysis of financial data to determine the optimal lending solution for each customer or client.



First International Bank & Trust

• United States
• Banking
• 300 - 400 Employee

• Jr Mortgage Lender/Mortgage Loan Officer

  • Jun 2020 - Mar 2023

  In my role, I efficiently managed loan applications, processing, and closures, prioritizing a smooth and hassle-free experience for all customers and clients. During this time, I played a crucial part in successfully finalizing mortgage loans worth over $250 million within a two-year period. My expertise lies in delivering creative lending solutions designed specifically for self-employed individuals and business owners seeking non-traditional financing. Additionally, I excelled in… Show more In my role, I efficiently managed loan applications, processing, and closures, prioritizing a smooth and hassle-free experience for all customers and clients. During this time, I played a crucial part in successfully finalizing mortgage loans worth over $250 million within a two-year period. My expertise lies in delivering creative lending solutions designed specifically for self-employed individuals and business owners seeking non-traditional financing. Additionally, I excelled in cross-selling various services, including insurance, retail banking, and commercial banking, to cater to diverse financial needs. Show less In my role, I efficiently managed loan applications, processing, and closures, prioritizing a smooth and hassle-free experience for all customers and clients. During this time, I played a crucial part in successfully finalizing mortgage loans worth over $250 million within a two-year period. My expertise lies in delivering creative lending solutions designed specifically for self-employed individuals and business owners seeking non-traditional financing. Additionally, I excelled in… Show more In my role, I efficiently managed loan applications, processing, and closures, prioritizing a smooth and hassle-free experience for all customers and clients. During this time, I played a crucial part in successfully finalizing mortgage loans worth over $250 million within a two-year period. My expertise lies in delivering creative lending solutions designed specifically for self-employed individuals and business owners seeking non-traditional financing. Additionally, I excelled in cross-selling various services, including insurance, retail banking, and commercial banking, to cater to diverse financial needs. Show less



Voya Financial

• United States
• Financial Services
• 700 & Above Employee

• Full Service Rep

  • Sep 2019 - Jun 2020

  As a Customer Success Specialist, I provide comprehensive assistance to customers, handling a wide range of requests, from loan applications to general account inquiries. I support sales representatives, sharing expertise in various areas and striving for first call resolution. My approach is proactive and customer-focused, fostering loyalty and delivering outstanding experiences. As a Customer Success Specialist, I provide comprehensive assistance to customers, handling a wide range of requests, from loan applications to general account inquiries. I support sales representatives, sharing expertise in various areas and striving for first call resolution. My approach is proactive and customer-focused, fostering loyalty and delivering outstanding experiences.



loanDepot, LLC

• Irvine, CA

• Customer Lending Representative

  • Oct 2018 - Sep 2019

  At loanDepot, I qualify, confirm, and sell brand products to potential borrowers, earning recognition as part of a top-performing team. I am a three-time recipient of the Elite Squad award for achieving ten or more loan originations in a single day, showcasing my exceptional sales skills and commitment to excellence. At loanDepot, I qualify, confirm, and sell brand products to potential borrowers, earning recognition as part of a top-performing team. I am a three-time recipient of the Elite Squad award for achieving ten or more loan originations in a single day, showcasing my exceptional sales skills and commitment to excellence.



K7 Construction

• Laguna Niguel, California

• Freelance Consultant

  • Jan 2018 - Jan 2019



MX

• United States
• Financial Services
• 400 - 500 Employee

• Places Assistant

  • May 2015 - Sep 2016