Experience

South River Mortgage

• United States
• Financial Services
• 1 - 100 Employee

• Senior Loan Officer

  • Jan 2020 - Present

  • Specialize in first time and refinance FHA HECM and proprietary reverse mortgage loan products. • Intake initial loan applications, originate loans, and support full cycle from sales to processing to closing. • Interview applicants to analyze financial and credit data, determine financial objectives, and advise customer on product, pricing, and process. Gather required information, evaluate credit, and process within guidelines. • Provide oversight and analysis for loan pricing after appraisal, conditional approval review, and support Quality Control sessions for team sales, pipeline and call training for junior Loan Officers. Key Accomplishments Include: • Achieved President Recognition by closing over $150K in broker compensation in one month (9 units). • Successfully funded $1M+ in broker compensation in first two years of originating. Consistently averaging over 30 closed reverse mortgage loans per year, meeting and exceeding individual sales goals. • Promoted to Senior Loan Officer and led onboarding training of new Loan Officers in products, sales, and processing, serving as a mentor and coach to junior staff. • Assisted in managing a team of 10 Loan Officers and supported the team pipeline of 200+ units and $4M in broker compensation from application to closing. • Designed and led product trainings on financial assessment, credit, and qualifying factors, as well as guidelines and state specific requirements. Show less



MileOne Autogroup

• Motor Vehicle Manufacturing
• 400 - 500 Employee

• State Inspector, Auto Tech, and Service Sales Advisor

  • Aug 2017 - Jan 2020

  • Provided excellent customer service, liaising between sales and service teams to explain and sell necessary services and repairs. Communicated directly with customers to explain recommended services and improve sales. • Perform MD State Safety Inspections, Pre-Owned inspections, and vehicle maintenance and repair services. • Provided excellent customer service, liaising between sales and service teams to explain and sell necessary services and repairs. Communicated directly with customers to explain recommended services and improve sales. • Perform MD State Safety Inspections, Pre-Owned inspections, and vehicle maintenance and repair services.


Carbiz
• Vietnam
• Motor Vehicle Manufacturing
• State Inspector and Auto Tech

  • May 2015 - Aug 2017

Meineke Car Care Centers, Inc.
• United States
• Automotive
• 700 & Above Employee
• Sales Manager and Auto Tech

  • Dec 2014 - May 2015