Experience

Ameritrust Home Mortgage

• Financial Services
• 1 - 100 Employee

• Producing Branch Manager, NMLS#393553

  • Jan 2022 - Present



Inspire Home Loans Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Branch Manager, NMLS#393553

  • Jul 2020 - May 2022



East West Bank

• United States
• Banking
• 700 & Above Employee

• Vice President - Mortgage Business Development Manager

  • Mar 2017 - Jul 2020



ClosingMark Home Loans

• United States
• Financial Services
• 1 - 100 Employee

• North Orange County Branch Manager

  • Apr 2011 - Mar 2017

  Responsible for: • Hiring, mentoring and managing all branch sales and support personnel. • Developing daily, monthly and yearly goals for all loan officers and branch in conjunction with company objectives. • Evaluating loan officer activity leading to productivity on weekly, monthly and quarterly basis. • Establishing best practices, metrics and accountability in relation to business goals. • Managing branch loan pipeline insuring efficiency and proper pull through rates are met. • Ownership of branch compliance and expansion within assigned mortgage market. • Expertise on: loan products; marketing, lead generation and business development with referral partners.



Pacific Mercantile Bank

• United States
• Banking
• 100 - 200 Employee

• Mortgage Division Branch Manager

  • Jan 2010 - Mar 2011

  Key Goals: • Hire and coach external Loan Officers to generate home loans via Realtor and affinity partners. • Develop best practices and workflow to insure high quality loans, efficient turn times and best in class service to customers, business partners and all other parties involved in loan transaction. • Manage branch P & L with emphasis on profitability and high quality loans. • Service loan inquiries and walk-in customers from bank branch referrals. • Work in conjunction with branch personnel to develop cross-selling opportunities with current bank customers to further solidify the existing relationship.



Prospect Mortgage, LLC

• United States
• Financial Services
• 700 & Above Employee

• Branch Manager

  • Sep 2007 - Dec 2009

  Duties: • Hire, coach and manage a team of 18 FTEs including loan originators, sales support and operations staff. • Create monthly and annual goals for branch and originator loan volume. • Achieve incremental loan growth and increase branch market share in area. • Developed systems and strategies to insure a successful workflow, minimize turn times and maintain high loan quality. • Assisted loan officers in developing best practices to leverage Realtor, past client and other lead generating partnerships. • Branch profitability facilitated both branch and region maintaining strong net operating income month over month. • Developed branch team into one of the top producing retail branches in Southern California.



Countrywide Home Loan Inc

• United States
• 1 - 100 Employee

• Branch Manager

  • Mar 2006 - Aug 2007

  Scope of role: • Managed retail mortgage branch with a staff of up to 35 Sales and Operations FTEs. • Coach staff to insure company production and operational goals was achieved. • Emphasis on month over month market share growth while maintaining operational excellence. • Stakeholder in loan quality, salability along with SLA on processing, underwriting and closing turn times. • Instrumental in recruiting sales staff, developing and maintaining relationships with Real Estate community and other referral partners. • P&L responsibility with accountability to Area and Regional Sales Management including other executives. • Ensure branch profits; focus on trends and reporting to maximize loan volume and profitability.



TELACU Community Mortgage, powered by Countrywide Home Loans

• Monterey Park, CA

• Venture Manager

  • Jan 2005 - Mar 2006

  Details: • A mortgage joint venture between Countrywide Home Loans and Community Commerce Bank with TELACU Industries as parent company. • Responsible for the hiring, coaching and training of team members and day to day management of the loan officers covering all branches in Northern and Southern California. • Developed and managed relationships in communities were there was a TELACU Industries sphere of influence. • Key focus on low-to-moderate income and low-income census tract (LMI/LICT) communities throughout bank footprint. Emphasis on first time home buyer Hispanic markets. • Developed and presented quarterly business reviews detailing profits, losses and trends to both venture partners.



GMAC Mortgage

• Irvine, CA.

• Sales Manager

  • Feb 2004 - Jan 2005

  Duties included: • Actively marketing GM Dealerships and Suppliers to generate incremental purchase, refinance and HELOC business. Campaign included extensive marketing and face-to-face visits/meetings. • Cross-sell a wide array of GM products including relocation, insurance and real estate services. • Service existing Realtor base by aiding in marketing, pre-qualifying and educating home buyers. • Generating leads through various marketing efforts including CRM and homebuyers tools.