Jeff Pfahler

Senior Mortgage Loan Officer at E Mortgage Capital, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Orange County, California, United States, US

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Experience

    • United States
    • Financial Services
    • 300 - 400 Employee
    • Senior Mortgage Loan Officer
      • Sep 2021 - Present

      Responsible for consulting with prospective clients on varying mortgage loan products, securing loan file financial documents and analyzing the loan file data. Evaluate credit worthiness by processing loan applications and documentation within specified limits. Determine all applicable ratios and metrics, discovering financial eligibility. Set up debt payment plans in order to help them achieve their goals. Responsible for consulting with prospective clients on varying mortgage loan products, securing loan file financial documents and analyzing the loan file data. Evaluate credit worthiness by processing loan applications and documentation within specified limits. Determine all applicable ratios and metrics, discovering financial eligibility. Set up debt payment plans in order to help them achieve their goals.

    • United States
    • Motor Vehicle Manufacturing
    • 1 - 100 Employee
    • Trade and Events - US & Canada
      • Nov 2017 - Aug 2021

      • Experiential Marketing for Piaggio Group's Motor company Brands: APRILIA, MOTO GUZZI, VESPA, PIAGGIO. • Sell, produce and manage all corporately operated Business 2 Consumer programs and sponsorships. • Produce go-to-market strategies via deck presentations per each brand for President and Marketing Director. • Work with department management legal to negotiate and execute contracts. • Engage vendors to leverage partnership to optimize marketing and sales opportunities. • Manage on-site presence, including logistics, teams, brand identity, PR/Marketing opportunities. • Work with wholesale & retail sales to maximize their promotional programs to increase volume. • Coordinate main elements of industry trade shows, product launches, and dealer meetings. • Measure effectiveness of each activity, including leads, audience reach, and potential sales. • Source vendors for material development. • Manage process from vendor through accounting department to ensure timely payment and necessary documentation is obtained. • Evaluate existing lead management processes and flow from point of contact to dealer. • Recommend and develop market promotions to improve sell-in and sell-through. • Monitor competitor landscape with regard to lead generation, CRM, sales promo. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Mortgage Loan Officer
      • 2015 - 2017

      Produce quality files and submit accurate loan profiles to ensure a smooth and timely process. • Establish new relationships with realtors for added business beyond what is expected of me. • Manage production with processors and underwriters from the start of lending transactions to the funding. • Structure each customer’s residential loan by evaluating his or her financial documents, credit profile, assets, and previous payment history. Produce quality files and submit accurate loan profiles to ensure a smooth and timely process. • Establish new relationships with realtors for added business beyond what is expected of me. • Manage production with processors and underwriters from the start of lending transactions to the funding. • Structure each customer’s residential loan by evaluating his or her financial documents, credit profile, assets, and previous payment history.

    • Canada
    • Advertising Services
    • 1 - 100 Employee
    • Senior Events Manager / Experiential Marketing / Project Management
      • Jan 2007 - Dec 2014

      • 2nd Chair to upper management including Directors, CEO and President to make sure that the scope and direction of each project is on schedule and Clients’ expectations have been exceeded. • Produce and manage various projects, conferences, press activities, events, activations, sponsorship fulfillment, product launch, go-to-market strategy, tours, etc. for corporate clientele; i.e. Harley Davidson, Scion, Toyota, Nissan, Skullcandy, VICE. • Fulfill artist relations for all event properties, music conferences and recording projects. • Execute and manage production budgets for assigned projects. • Strategize with creative teams on brand development, awareness and new initiatives. • Develop lifestyle outreach initiatives to help build each brand. • Create decks on a regular basis for client presentations and internal team meetings. • Develop and manage sponsorship activations at third party events for interaction between the brand and consumer, experiential campaigns. • Vendor management and negotiations. • Venue sourcing and location scouting. Show less

    • Financial Services
    • 1 - 100 Employee
    • Senior Mortgage Loan Officer
      • 2004 - 2007

      President’s Club Loan Officer. • High intensity call center environment. • Ensure our customer receives the best service, and treatment. • Effectively work with processors, underwriters, doc drawers, and funders to establish a consistent organized process all the way through funding. President’s Club Loan Officer. • High intensity call center environment. • Ensure our customer receives the best service, and treatment. • Effectively work with processors, underwriters, doc drawers, and funders to establish a consistent organized process all the way through funding.

    • Media Production
    • 1 - 100 Employee
    • Content Manager
      • 2001 - 2004

      • Managed relationships and ongoing projects within the recording industry, film studios and corporate clientele: Microsoft, AOL, Sony, Maverick, Warner Bros, Capitol Records, and Universal. • Second Chair to CEO on high profile projects, marketed music/film branded CD’s/DVD’s for record labels, film studios, and corporate clientele. • Licensed music for accessible downloads using Digital Rights Management (DRM) and international video web casts via online magazine wantmymusic.com and windows media/MSN. • Assisted in generating sales revenues for all Want Media productions. • Manage all music and film content via online magazine, wantmymusic.com. Show less

    • Entertainment Providers
    • 1 - 100 Employee
    • Sales Associate & Production
      • 2000 - 2001

      • Worked alongside with Sr. Operation and Production Managers on advancing and organizing Hot Import Nights cars shows and action sports retail shows. • Managed sponsorship fulfillment and activation production. • Sold sponsorships and vendor packages for all event properties. • Worked alongside with Sr. Operation and Production Managers on advancing and organizing Hot Import Nights cars shows and action sports retail shows. • Managed sponsorship fulfillment and activation production. • Sold sponsorships and vendor packages for all event properties.

Education

  • University of California, Los Angeles
    Accredited Program, Film/Cinema/Video Studies
    2000 - 2001
  • College of the Canyons
    Associate's degree
    1998 - 2000

Community

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