Experience

United Community Bank

• United States
• Banking
• 500 - 600 Employee

• Mortgage Loan Originator

  • Feb 2023 - Present



American Pacific Mortgage

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Loan Officer

  • Jan 2023 - Feb 2023

  Mortgages Mortgages



KBHS Home Loans

• United States
• Financial Services
• 100 - 200 Employee

• Mortgage Loan Officer

  • Apr 2017 - Jan 2023



Stearns Lending, Inc

• United States
• Financial Services
• 500 - 600 Employee

• Mortgage Loan Originator

  • Aug 2016 - Jan 2023



Caliber

• United States
• Financial Services
• 700 & Above Employee

• Loan Consultant

  • Dec 2015 - Jun 2016



Insight Credit Union

• Banking
• 1 - 100 Employee

• Financial Center Manager

  • Apr 2013 - Dec 2015



TD

• Canada
• Banking
• 700 & Above Employee

• Assistant Branch Manager

  • Jun 2010 - Apr 2013

  Responsible for store management, operations and the implementing of policies and objectives per TD Bank US. Supervised employees to insure that company regulations, policies, and procedures are adhere too. Implemented a strong operational foundation to ensure success at store thru: customer identification, dual controls, regulatory requirement conformance, and audits. Cultivated a team atmosphere within the infrastructure of the store to establish a high standard of excellence to exceed our customer’s business needs. Ability to derive innovative solutions thru strong analytical and problem solving skills. Optimized sales opportunities to existing and walk-in customers to TD Bank’s products portfolio. Ability to generate new business and referrals thru outbound calls and contacts within the local community. Superior oral & written communication skills with the ability to influence customers with TD Bank’s financial products. *Superseded individual sales goals and store sales goals. ( 3rd, 4th Quarter of 2011, 1st, 2nd Quarter 2012) *Consistently awarded solid scores on operational OER Audits. *Attained Health, Life and Annuity Investment License. Show less



Fifth Third Bank

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker

  • Nov 2007 - Jun 2010

  Exceed sales goals for loans, deposits, and fee income. Established rapport & relationship to capture the commercial loan process, as prescribed within the financial center environment. Access business needs for commercial loans as well as making recommendations for those applications passed to the appropriate loan officer. Managed the complete consumer loan process following approved guidelines. Promoted company products and services by regularly soliciting internal customers for expanded business and referrals, to assist in the continuing growth of the office and company. Maintained the sales environment, and actively participate in regular sales and office staff meetings. Cultivated and executed sales contests, including monthly blitzes and other revenue generating activities. Provided superior customer service thru relationship needs base selling. *Recognize as top performer for sales in the region. *Attained certificate of recognition for excellent customer service. * Met and superseded individual sales goals consistently for several years. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Senior Personal Banker

  • Feb 2001 - Nov 2007

  Responsible for the promotion of Bank of America financial products portfolio and services to both individual and small business customers/clients. Served as financial liaison to customers/clients for building, deepening, and retaining long-term relationships while providing world class customer service. Duties include, but are not limited to the following: meeting and exceeding sales and customer/client service goals with the utmost of accuracy and highest ethical standards. Selling financial products (e.g. Credit Cards, CD's IRA's, Loans). Opening deposit accounts and taking loan applications. Responding to customer inquiries and concerns and creating positive solutions. Recognizing and referring cross-sell opportunities. Performing daily/weekly sales reporting. Interviewing and processing consumer loan/credit line requests for customers, and obtaining referrals from loan customers. Quoting rates, terms and programs for loan customer requests. Supporting other sales associates as needed. * Top performer for sales in the region. * Certified Notary * Achieve Senior Personal Banker and Bank Officer position. Show less