Jeffrey Peña

Mortgage Loan Originator at RCG Mortgage
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Location
Bellmore, New York, United States, US

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Experience

    • United States
    • Loan Brokers
    • 1 - 100 Employee
    • Mortgage Loan Originator
      • Jan 2020 - Present

      Licensed Mortgage Loan Originator• Provide full contact and support for first-time homebuyers requiring abundant guidance and expertise• Creatively problem-solve a myriad of issues pertaining to income, credit and assets• Garner and maintain exceptional relationships with clients, referral partners and industry leaders

    • Bilingual Loan Officer Assisant (Spanish)
      • Jan 2017 - Dec 2019

      • Conducted initial consult with potential homebuyers while transcribing details into software• Maintained highly organized files across 4 different loan origination software’s and CRM’s• Assisted clients to sign electronic forms, create IRS profiles and maneuver their loan electronically • Fielded a high volume of calls from prospective and current clients, realtors and attorneys daily

    • Post-Closing Coordinator
      • Jun 2015 - Feb 2017

      • Skillfully reviewed Deed and Mortgage documents post-closing to be in accordance with the recording laws and statutes required of various counties across New York State to ensure clear title for new owners • Pay and monitor escrow accounts and refund overage in recording or escrow fees collected at closing • Skillfully reviewed Deed and Mortgage documents post-closing to be in accordance with the recording laws and statutes required of various counties across New York State to ensure clear title for new owners • Pay and monitor escrow accounts and refund overage in recording or escrow fees collected at closing

Education

  • Baruch College
    Bachelor of Business Administration - BBA, Marketing & Psychology
    2011 - 2015
  • Penn State University
    2010 -

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