Experience

LeaderOne Financial

• United States
• Financial Services
• 400 - 500 Employee

• Licensed Mortgage Processor (NMLS#923972) at LeaderOne Financial

  • Feb 2019 - Present



Stearns Lending, Inc

• United States
• Financial Services
• 500 - 600 Employee

• Mortgage Loan Originator (NMLS# 923972) and Production Assistant

  • Mar 2016 - Dec 2018



Wallick & Volk, Inc. NMLS #2973

• United States
• Financial Services
• 100 - 200 Employee

• Marketing Coordinator to Doug Perry

  • Jun 2015 - Jan 2016

  MLO# 923972 • Connect with all clients and referral sources on Social Media • Manage social media, marketing, promotional events and presentation opportunities • Coordinate to send introductory packages to clients and referral sources • Keep referral partners updated on status of client • Create or delegate support with systems input & campaigns • Provide constant communications and direction to clients • Communicate client feedback and targeted direction/results with referral partners • Update certain systems with information and events • Cover for Pre-Approval Specialist when necessary • Follow up on all credit approval clients • Support Team members at all times • Promote Team Leader and the Team at all times while requesting referrals • Working knowledge of all available programs such as Fannie Mae, Freddie Mac, FHA, VA, Jumbo, USDA, and Washington State Housing Commission • Support and promote our targeted referral partners within certain marketing systems and increase our referral source base • Implement, maintain and expand marketing systems Show less



Caliber

• United States
• Financial Services
• 700 & Above Employee

• Loan Coordinator/MLO# 923972

  • Apr 2013 - May 2015

  • Support a portfolio of various loans, through various stages, originated by 10 Loan Officers • Collect financial documentation from borrowers to support the type of loan program they applied for • Analyze bank statements, tax returns and paystubs • Calculate various types of income • Data entry creating loan applications • Pull borrower credit and analyze report • Communicate effectively with loan officers, processors, underwriters and borrowers throughout the loan approval process • Clear conditions set by underwriters after conditional loan approval • Generate and provide state and legal disclosures to borrowers within the compliance time frame • Regular review of regulations and compliance • Licensed LO in WA state • Continuing education for license requirements • Created a tracking system of entire portfolio per loan officer which is updated daily and distributed weekly Show less



Twelve Baskets Catering

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Main Lead and Office Assistant

  • Dec 2010 - Dec 2014

  • Lead/manage a team of servers in the field, with various tasks of catering both weddings and corporate events • Constant Client contact from start to finish of event/s • Reporting any and all event happenings to the sales staff and the owner of the company • Troubleshooting and resolving any potential “mishaps” that may occur at an event • Thinking “outside the box” • Confirming final details of contracts with Clients prior to events • Updating the catering/event database • Preparing initial proposals for Clients’ specific events • Collecting final payments and relaying to Accountant • Assisting with scheduling of events Show less



BECU

• United States
• Banking
• 700 & Above Employee

• Member Consultant

  • Jun 2012 - Apr 2013

  • Open/Close Memberships and additional accounts (i.e. Small Business, Fiduciary, Estate, Early Savers, CDs, IRAs, Club, Trusts, Money Market) • Conduct loan application interviews and process approved loans (i.e. Auto, Visa, LOC, HELOC, Mortgage, Home Improvement, debt consolidation & personal loans) • Conduct loan signings • On-going servicing needs with existing members as needed (i.e. cashiers checks, NSF fees, ordering checks, online banking, etc.) • Meet monthly quotas as assigned by management • Manage referrals to Wealth Management and Mortgage Depts. • Organizing and conducting business development • Thinking “outside the box” for creative solutions to member’s needs • Resolve member’s disputes and frustrations Career Highlights: • 100% on all customer surveys returned • Hit max on VISA, LOC, GAP and Loan Payment Protection goals for 2012 • Received 97% on first Mystery Shop, 4 months after hire date • Recognized as a lead by management for my center • Recognized by management for composure Show less



Integra Telecom

• United States
• Telecommunications
• 1 - 100 Employee

• Account Executive

  • Jul 2010 - Dec 2010

  • Cold calling and foot blitzing prospects • Meeting with prospects with a consultative approach identifying solutions for their voice and data services • Meet monthly quotas as assigned by management • Process sales paperwork • Cold calling and foot blitzing prospects • Meeting with prospects with a consultative approach identifying solutions for their voice and data services • Meet monthly quotas as assigned by management • Process sales paperwork



Dexia Real Estate Capital Markets (fka Artesia Mortgage Capital Corp.)

• Issaquah, WA

• Senior Securitization Analyst

  • Sep 2002 - Aug 2008

  • Provide the oversight of the servicing of individual loans with an outside company while on Dexia’s portfolio • Annual Compliance of outside servicing companies • Insurance auditing • Verification of monthly escrow balances • Verification of monthly payments & collection of past due payments • Customer service • Process payoffs • Proof loan documents • Proof set-up of Construction loans, budgets and financials • System data entry • QC of Excel spreadsheets which pulled information from various systems for accuracy, content of loans & customer information for compliance purposes Career Highlights: • Successfully collaborated a servicing contract system, providing efficiency between Dexia & outside servicers, saving the company time & money • Composed the “Servicing Manual” for the Compliance Dept. which details the policies and procedures for which the Servicing Dept. must follow • Recognized as a major team player Show less



US Bank - Private Financial Services

• Bellevue, WA

• Credit Analyst

  • Feb 1999 - Sep 2002

  • Provide analytical services as part of lending team • Analyze/evaluate financial statements • Develop pro-forma statements and cash flow projections • Proof loan documents • Support the portfolio of assigned Loan Officers • System data entry • Customer service • Coordination with various title & escrow companies Career Highlights: • Recognized for ability to resolve conflict with difficult PFS clients • Recognized for being a team player and stepping up in others absence Show less



US Bank - Commercial Real Estate Division

• Bellevue, WA

• Portfolio Analyst

  • Jan 1996 - Feb 1999

  • Maintain a portfolio of Commercial Real Estate builders and properties • Process monthly draws after completing monthly site inspections • Follow progress of initial budget and any adjustments • Proof loan documents • Provide support to assigned Loan Officers and Credit Analysts • System data entry • Customer service • Coordination with various title & escrow companies • Back-up reception desk Career Highlights: • Received award for 3rd Quarter Top Portfolio Analyst • Maintained portfolio for the largest Construction Banking client for US Bank Show less