Jose Orozco Tovar
Loan Support Specialist at Auto Approve- Claim this Profile
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Bio
Experience
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Auto Approve
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United States
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Financial Services
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100 - 200 Employee
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Loan Support Specialist
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Jun 2023 - Present
Plymouth, Minnesota, United States •Funding over 100+ loans every month. •Assisting customers to gather all documentation required to fund their loan and in the electronic signing process •Walking customers through both loan and title forms over the phone and partnering internally with other loan processors and title specialists to ensure all requirements are met •Handling questions and clarifications related to the loan documents •Using an internal CRM to accurately input status updates
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Breitenfeldt Group
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United States
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Insurance
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1 - 100 Employee
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Medicare Member Advisor
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Jul 2022 - Present
Long Prairie, Minnesota, United States • I completed over 650 successful reviews during the open enrollment period and exceeded my goal by 10%. • Worked closely with current Medicare members and reviewed their health and prescription coverage to ensure total customer satisfaction by identifying the member's needs and addressing and/or solving members' coverage concerns.
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Fairway Independent Mortgage Corporation
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United States
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Financial Services
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700 & Above Employee
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Loan Officer
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Nov 2021 - May 2022
Eagan, Minnesota, United States • Quickly responded to leads and customers' inquiries regarding the home-buying process. • Reviewed customers’ financial data to identify appropriate products to meet their financial goals. • Communicated with all parties promptly and respectfully. • Developed and maintained a network of real estate agents, builders, and other professionals who can provide ongoing sources of business referrals, by participating in professional organizations and community activities… Show more • Quickly responded to leads and customers' inquiries regarding the home-buying process. • Reviewed customers’ financial data to identify appropriate products to meet their financial goals. • Communicated with all parties promptly and respectfully. • Developed and maintained a network of real estate agents, builders, and other professionals who can provide ongoing sources of business referrals, by participating in professional organizations and community activities promoting homeownership. Show less
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Geneva Capital, LLC
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United States
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Financial Services
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1 - 100 Employee
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Business Development
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Aug 2019 - Dec 2021
Alexandria, MN • Lead generation via over the phone, email, texting, and market research. • Support sales team with prospective customers, gathering all documentation for financing. • Help with Spanish accounts as needed.
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Carpenter
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Jul 2017 - Aug 2019
Long Prairie, MN • Repaired and maintained older properties, including renovating the flooring, walls, ceilings, installing fixtures, and remodeling bathrooms and kitchens. • Ordered materials and contracted sub-contractors when needed. • Shape or cut materials to specified measurements, using hand tools, machines, or power saws.
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Sales Consultant
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Feb 2018 - May 2018
St. Cloud, Minnesota Area • Consulted with customers to determine their vehicle wants and needs and demonstrated vehicle. • Follow up on leads and pending deals to close them
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Preferred Credit, Inc.
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United States
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Banking
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100 - 200 Employee
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Spanish Bilingual Collections Associate
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May 2016 - Jun 2017
United States • Answered and resolved customer's questions and complaints. • Collected past due accounts, set up payment plans and settlements. • Kept a detailed record of all customer interactions.
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Education
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St. Cloud State University
Bachelor's degree, Finance, General -
Corporate Finance Institute® (CFI)
Financial Modeling & Valuation Analyst (FMVA), Finance