Edgar Merino
IT Analyst at Allied Mortgage Group Inc.- Claim this Profile
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English Native or bilingual proficiency
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Spanish Native or bilingual proficiency
Topline Score
Bio
Credentials
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Computer Components and Peripherals for IT Technicians
LinkedInMar, 2022- Sep, 2024 -
NREMT
National Registry of Emergency Medical TechniciansMar, 2020- Sep, 2024
Experience
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Allied Mortgage Group Inc.
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United States
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Banking
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100 - 200 Employee
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IT Analyst
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Feb 2022 - Present
I work closely with mortgage users to help resolve any issues that might arise with various mortgage software( Encompass, Velocify, AUS, Blend). I actively work on with the team to develop skills and assist with IT projects to ensure a smooth flow in operations.
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Mortgage Loan Processor
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Jan 2020 - Feb 2022
My primary function is to ensure the timely and accurate packaging of all loans originated by our loan officers. Responsibilities include: Gather information and take each file from pre-approval to closing. Input proper loan information into the system for processing. Responsible for ensuring that all loan documentation is complete accurate verified and complies with company policy. Verify loan documents including income credit appraisal and title insurance ultimately preparing application for submittal to underwriting. Review file documentation and make sure all items needed are requested. Order and coordinate loan documents. Meet crucial deadlines requested. Perform any additional duties/activities assigned by management. Show less
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Senior Loan Officer
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Jun 2018 - Dec 2019
I originate loans through telephone leads provided via internet, direct mail campaigns, referrals or other special marketing campaigns all while providing superior customer service skills by responding to company-provided leads in a timely manner. I engage with consumers, determine their needs and offer the appropriate products by providing a holistic approach to their loan needs. I obtain all necessary information to close the loan in a timely manner, as quick as 30 days. I meet individual monthly sales goals and stay informed of developing trends in the mortgage industry. Show less
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New Penn Financial, LLC
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United States
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Financial Services
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200 - 300 Employee
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Mortgage Loan Officer
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Nov 2017 - Mar 2018
I originated loans through telephone leads provided via internet, while providing superior customer service skills by responding to company-provided leads in a timely manner. I speak with customer about their needs and how we can help them by providing a holistic approach to their loan needs. I obtain all necessary information to close the loan in a timely manner, as quick as 30 days. I originated loans through telephone leads provided via internet, while providing superior customer service skills by responding to company-provided leads in a timely manner. I speak with customer about their needs and how we can help them by providing a holistic approach to their loan needs. I obtain all necessary information to close the loan in a timely manner, as quick as 30 days.
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Citizens Bank
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United States
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Banking
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1 - 100 Employee
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Assistant Branch Manager
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Jun 2016 - Mar 2017
I am responsible for the daily operations, and opening and closing of the branch. This includes management of sales and service professionals to meet and exceed P&L goals and service targets. I provide sales leadership to ensure franchise growth through personal example and regular monitoring of team sales results. I partner with the Branch Manager to promote mentor and coach staff to achieve sales success. Assist in breaking down quarterly goals to weekly sales goals for branch sales staff. I manages and maintains schedule of branch staff to ensure proper coverage and foster a motivated, diverse team environment. Responsible for keeping branch in compliance with all bank policies and procedures and prepares branch for internal audits. Manages and ensures customer issues and questions are addressed to a satisfactory resolution. Show less
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Business Banking Specialist
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Sep 2014 - Apr 2016
The Business Banking Specialist proactively grows and deepens relationships with existing small business customers as well as actively prospects for new Wells Fargo small business and retail customers. Business Banking Specialists work on earning all of the business of a small business owner, including their consumer and small business needs, while ensuring retention and exercising excellent customer service in all customer interactions. Business Banking Specialists are an active champion for small business and bring focus and attention to small business opportunities. The Business Banking Specialist’s key accountabilities are to offer deposit, lending and other small business product solutions in order to serve as an expert in cross-selling business packages and achieving profitability objectives that meet the customer’s needs and financial goals. As needed, they provide sales and service support to retail customers. In addition, a Business Banking Specialist may reach out into the community by visiting businesses, making outbound calls to customers, and may conduct educational seminars in the community. Show less
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Avis Budget Group
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Motor Vehicle Manufacturing
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1 - 100 Employee
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Operations Manager
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Feb 2014 - Sep 2014
Performed all tasks needed to run a car rental company with a focus on productions. I was the lead manager for production by making sure that check in staff and the service agent were aware of the daily plan and sales requirements. During counter rotations made sure the staff was aware of each their individual sales quota for the day. Coached the sales associates when number are not at required level as well as did performance reviews for all staff. Performed all tasks needed to run a car rental company with a focus on productions. I was the lead manager for production by making sure that check in staff and the service agent were aware of the daily plan and sales requirements. During counter rotations made sure the staff was aware of each their individual sales quota for the day. Coached the sales associates when number are not at required level as well as did performance reviews for all staff.
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Chase
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Netherlands
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IT Services and IT Consulting
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Personal Banker
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Feb 2011 - Feb 2014
I worked closely with customers to assist them in any of their banking needs. Met my sales quota and exceeded them each month. Assisted with the referrals of mortgages and investment to the appropriate sales partners. Conducted of site work events in order to promote business. Visited local business in order to acquire new business while showing the benefits of the company. In the absence of the operations manager performed all task for preparations of the annual audit. I worked closely with customers to assist them in any of their banking needs. Met my sales quota and exceeded them each month. Assisted with the referrals of mortgages and investment to the appropriate sales partners. Conducted of site work events in order to promote business. Visited local business in order to acquire new business while showing the benefits of the company. In the absence of the operations manager performed all task for preparations of the annual audit.
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TD
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Pakistan
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Technology, Information and Media
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1 - 100 Employee
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Senior Customer Service Representative
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Jan 2008 - Feb 2011
I met with customers and prospects and develops understanding of financial objectives and needs. Assesses customer information and suggests appropriate product and service solutions.I maintain strong product and sales knowledge and champions core service values and provided sound advice at every customer interaction to create a positive customer experience and ensure that the customer’s financial needs are met. I was responsible for meeting or exceeding specific individual sales goals as well as take residential mortgage loan applications and offers or negotiates terms of residential mortgage loans for compensation or gain Show less
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Education
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Rider University
Bachelor of Science (BS), Business Administration and Management, General
Community
