Experience

Loan Simple

• United States
• Banking
• 100 - 200 Employee

• Senior Loan Officer

  • Jul 2019 - Present

  NMLS 160427 CA-DBO 160427. Loan Simple, Inc. is an Equal Housing Lender NMLS 3032 CA-DBO 4131192. NMLS 160427 CA-DBO 160427. Loan Simple, Inc. is an Equal Housing Lender NMLS 3032 CA-DBO 4131192.



Navy Federal Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Loan Officer

  • Mar 2015 - Jul 2019



ICM International City Mortgage

• Mortgage Loan Officer

  • Jun 2014 - Jan 2015



Apartment Bank, Division of BofI Federal

• Greater San Diego Area

• IPL Loan Consultant

  • Jun 2011 - Feb 2013



InHouseLender.com

• Account Executive

  • Oct 2009 - Jan 2010

  Perform sales and marketing calls to reserve meetings with prospective clients. Sent follow-up marketing materials and build follow-up calls until relationship is recognized. Face-to-face visits with new and prospective clients on assistance with new business. Carry out client presentations expressing the value plan of products, solutions, and service offering. Perform sales and marketing calls to reserve meetings with prospective clients. Sent follow-up marketing materials and build follow-up calls until relationship is recognized. Face-to-face visits with new and prospective clients on assistance with new business. Carry out client presentations expressing the value plan of products, solutions, and service offering.



PM Bank, JFK Financial, Caliber Funding, Pinnacle

• Mortgage Consultant

  • Sep 2004 - Oct 2009

  Presenting and convey features and benefits for alternative financial solutions for homebuyers and refinances. Developing and maintaining excellent business relationships with account executives, underwriters, real estate agents and established cliental. Consistently generating a full pipeline of new business by networking, cold calling, inbound customer inquiries and creative self-marketing strategies. Effectively executing a high quality and well-organized customer database and professional work regimen that distinguish my services from the next. FHA & loan processing experience. In House



Shore Quality Office Furnishings, Inc

• Office & Marketing Manager

  • Apr 2008 - Aug 2009

  Responsible for all day-to-day operations including: Accounts receivable/payable, purchasing-inventory managing/control, establishing training protocols, employee scheduling/hiring, payroll, marketing planning and implementation, sales and customer service. Upgraded the operations system to update former data processing while implementing new procedures and creating useful reports. Negotiated contracts for all previous accounts including: Merchant services, employee benefits, office lease, advertising and development of new vendor accounts.



WD-40 Company

• United States
• Wholesale Chemical and Allied Products
• 400 - 500 Employee

• Global Coordinator / International Acct. Services

  • Dec 1999 - Jan 2004

  Managed all aspects associated to the movement/exporting of products and materials with compliance of regulations associated with material content, country of origin and international transportation regulations. Managed vendor/broker relationships, obtain and researched the most cost-effective and time-sensitive shipping methods, negotiated pricing, establish and maintained contracts. Coordinated order specifications with warehouses, regional offices, Marketing Distributors on load dates, internal product transfers, sample shipments and promotional items. Liaison with finance and logistics with invoicing global subsidiaries, marketing distributors and approving International freight bills. Managed multiple programs on export/import issues, proper documentation with state regulations and coordinated with internal departments regarding Letters of Credit, new accounts, marketing strategies, royalties and promotional invoices. Reviewed and processed orders for assigned accounts within company policies, programs and guidelines. Accuracy ratio of no less than 99%.



Bank of Commerce/Olsten Staffing

• Construction Loan Disbursing Assistant

  • Jul 1999 - Dec 1999

  Responsible for contacting Title Company's and clients to ensure the necessary procedures to disburse loans. Process weekly and monthly loan reports. Maintained verbal and written communication with clients and contractors for updates, authorizations and payments on necessary procedures. Travel 800/ 1-800-Fly Responsible for contacting Title Company's and clients to ensure the necessary procedures to disburse loans. Process weekly and monthly loan reports. Maintained verbal and written communication with clients and contractors for updates, authorizations and payments on necessary procedures. Travel 800/ 1-800-Fly



Travel 800

• Sales Manager / Floor Supervisor

  • Jul 1994 - Dec 1999

  Responsible for managing all phases of a substantial workforce, including: training, intergrading new computer systems, and motivating sales agents to achieve set quotas. Implemented promotional strategies and plans for expanding business, which resulted in top sales team within the company. Oversaw and conducted weekly sales meetings, which included: numbers and target analysis, implementing and updating current procedures. Perform analysis of monthly financial data and computer reports, maintained accurate accounting records, payroll and other reports related to the branch operation.