Experience

Stanford Federal Credit Union

• Banking
• 100 - 200 Employee

• Mortgage Consultant

  • Nov 2019 - Present

  Interview members to determine needs and consult with members to structure the most appropriate mortgage solutions to meet their borrowing needs and for which they qualify. Within authorized authority, and in accordance with sound underwriting practices as set out in policy and procedure, examine, evaluate, and recommend for approval/decline members’ applications for credit or extension of lines of credit secured by real property. Build positive referral relationships with realtors and other financial professionals. Analyze potential lending opportunities including consumer loans as appropriate in each lending situation to further assist the member as well as increase the Credit Union's lending portfolio. As time allows, cross-sell members on the benefits of utilizing other Credit Union services. Show less



Unison

• United States
• Financial Services
• 1 - 100 Employee

• Account Executive

  • Mar 2019 - Nov 2019

  Sales leader with a passion for the real estate industry. Perform both inbound and outbound sales activities. Integral to building the culture of the company and shaping the future of how Unison’s partnership is sold to Home Owners and Home Buyers. Sales leader with a passion for the real estate industry. Perform both inbound and outbound sales activities. Integral to building the culture of the company and shaping the future of how Unison’s partnership is sold to Home Owners and Home Buyers.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Financial Center Loan Officer

  • Jul 2018 - Mar 2019

  Developed through self-sourcing relationships with local realtors and/or builders and coached Financial Center associates on best practice referral strategies. Able to analyze and comprehend complex financial data and recommended appropriate financial solutions. Able to communicate clearly and effectively, both verbally and in writing, across a variety of audiences Developed through self-sourcing relationships with local realtors and/or builders and coached Financial Center associates on best practice referral strategies. Able to analyze and comprehend complex financial data and recommended appropriate financial solutions. Able to communicate clearly and effectively, both verbally and in writing, across a variety of audiences



Patelco Credit Union

• United States
• Banking
• 700 & Above Employee

• Mortgage Loan Officer

  • Aug 2015 - Jul 2018

  Originate Purchase, Refinance and Home Equity Loans through direct contact resources from Patelco Credit Union, personal networking and other referral sources. Ensure exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics and complying with all Federal and State compliance policies.

• Senior Loan Processor

  • Jul 2013 - Aug 2015

  Ensured exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics and complying with all Federal and State compliance policies.



CashCall, Inc.

• United States
• Financial Services
• 100 - 200 Employee

• Sr Loan Processor

  • Sep 2012 - Jul 2013

  Responsible for all communication with borrowers, ensured pricing and fees are accurately reflected on each transaction. Reviewed and analyzed profiles, income documents, tax returns, credit reports, appraisals and title prelims. Responsible for all communication with borrowers, ensured pricing and fees are accurately reflected on each transaction. Reviewed and analyzed profiles, income documents, tax returns, credit reports, appraisals and title prelims.



Patelco Credit Union

• United States
• Banking
• 700 & Above Employee

• Senior Loan Processor

  • Oct 2011 - Sep 2012

  Reviewed and analyzed profiles, tax returns, credit reports, income documentation and appraisal products when submitted as conditions requested by underwriter. Prepared and moved mortgage loans to closing and ensured that pricing and fees were accurately reflected on each transaction. Reviewed and analyzed profiles, tax returns, credit reports, income documentation and appraisal products when submitted as conditions requested by underwriter. Prepared and moved mortgage loans to closing and ensured that pricing and fees were accurately reflected on each transaction.



Quatrro

• India
• Outsourcing/Offshoring
• 500 - 600 Employee

• Underwriter

  • May 2010 - Jul 2011



Bank of America

• United States
• Banking
• 700 & Above Employee

• Home Services Specialist II

  • Feb 2010 - May 2010



Contemporary Services

• Underwriting Assistant

  • Mar 2008 - Jul 2009



E-LOAN

• Financial Services
• 700 & Above Employee

• Underwriter

  • Sep 2004 - Jan 2008