Experience

MTH Mortgage
• United States
• Financial Services
• 1 - 100 Employee
• Builder Loan Consultant

  • Dec 2022 - Present


Gold Financial Services

• Real Estate
• 1 - 100 Employee

• Loan Officer

  • Jul 2021 - Dec 2022

  Gold Financial Services is a Mortgage Lender specializing in getting you into the home of your dreams! Gold Financial Services is a Mortgage Lender specializing in getting you into the home of your dreams!



USAA

• Financial Services
• 1 - 100 Employee

• Senior Loan Officer

  • Nov 2019 - Apr 2021

  Delivers beautiful and impactful member experiences while providing mortgage product solutions that facilitate the member’s financial security. Facilitates inbound and outbound products sales or member service through multiple channels to include phone, email, mail and digital platform. Provides individualized mortgage loan recommendations and meets established monthly metrics. Deepens member relationships through needs assessment and solution offerings from USAA products and services. Stays highly engaged in the mortgage industry, to include changes to Fannie and Freddie guidelines. Handles complex member escalations utilizing knowledge of specialized loan products. Serves as a resource to less experienced team members. Identifies opportunities and serves as a testing/project resource in the implementation of process improvements and processing system enhancements. Show less

• Mortgage Loan Officer

  • Nov 2015 - Nov 2019

  • Providing integrated solutions and world-class customer service to all members• Converting pre-qualifications and applications for the following mortgage products: VA/Conventional both Purchase and Refinance, and FHA• Listening carefully to members to empathize and identify their unique needs for financial security• Serving as a liaison between members and USAA teams, ensuring that all relevant information is gathered and shared to facilitate closings• Demonstrating expert knowledge of USAA mortgage products and benefits in order to provide superior member service.• Effectively managing the workload using organizational and multitasking skills• Analyzing financial and credit data to determine the acceptability of loan risk in support of bank, investors and regulatory policies• Providing friendly, prompt and informed responses to members and third party phone calls• Act in accordance with all legal and regulatory requirements. Show less


Enterprise Holdings
• United States
• Travel Arrangements
• 700 & Above Employee
• Management Trainee

  • Jul 2015 - Oct 2015


MassMutual South Texas

• United States
• Financial Services
• 1 - 100 Employee

• Financial Services Representative Intern

  • Jan 2015 - May 2015

  Responsibilities ▪ Attend weekly product and skills training courses in the classroom and online ▪ Shadow management on client meetings to expand personal knowledge and skills ▪ Earn Life and Health License ▪ Prospecting for clients through networking and referrals Responsibilities ▪ Attend weekly product and skills training courses in the classroom and online ▪ Shadow management on client meetings to expand personal knowledge and skills ▪ Earn Life and Health License ▪ Prospecting for clients through networking and referrals



Brown & Brown Lone Star Insurance dba Alamo Insurance Group

• Commercial Lines Producer Intern

  • Jun 2014 - Aug 2014

  • Focus on key accounts and the process of renewing client’s insurance policies through the use of office databases and systems. • Assist in the development of Public Entity database of prospects through research on the Onvia System to ensure the data is accurate and up to date. • Assist on day-to-day service activities such as checking policies, creating presentations in PowerPoint and gathering data for clients as requested. • Meet with clients on a daily/appointment basis to review current policies and upgrade services if necessary. Show less