Experience

Knight Financial Home Loans

• United States
• Real Estate
• 1 - 100 Employee

• Loan Partner

  • Mar 2020 - Present

  Contributing decades of knowledge and experience in mortgage lending, steeped in passion, energy and unparalleled commitment. Collaborating with an amazing team of professionals and delivering an extraordinary client experience to our valued clients, in these unprecedented times, is abundantly gratifying. #makeadifference



Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Consumer Lending Manager

  • Jan 2014 - Jul 2019

  Sales Management, Sales Process and Skill Building over six credit product lines within Northern CA/NV branch network. Managed home equity and unsecured product pipeline partnered with risk leaders, providing sales support, guidance and expertise to branch retail sales professionals for credit and lending production. Seasoned trainer, coach, influencing motivator with accomplished record of achievement. Conduct client resolution and intervention strategies, assessing risk/reward for senior credit risk management reviewDeveloped and implemented sales management routines and practices Conduct live and web based training for sales team; created weekly motivation/education sessions Selected partner in strategy and content writing new national training curriculum Developed strong and successful partnerships with division leadership driving sales, promoting collaborative teamwork. Led nationwide in consistent year-to-year equity production and pull-through percentages. Represented National Pipeline Managers for major development projects and education curriculum. Pioneering team member of National Home Equity Council; selected three consecutive yearsSuccessful remote workforce employee over three years developing remote work protocols and disciplines

• Mortgage Sales Development Consultant

  • Jul 2011 - Jan 2014

  Managed sales and facilitated relationship activities within branch network for expert mortgage and equity lending production support. Provided training on investor guidelines, evaluated and implemented behaviors to promote and produce successful mortgage and equity production. Guided effective management of pipeline to increase pull through and maximize production goals. Forged viable communication protocols for branch partners, telesales and operations. Liaised with Citibank business partners to source new cross-sell opportunities. Directed client support on complex and challenged matters.



PREI Capital Group

• United States
• Real Estate
• 1 - 100 Employee

• Loan Administrator/Underwriter/MLO

  • Oct 1999 - Apr 2011

  Managed daily operations for affluent, boutique mortgage brokerage with 100% client referred business. Served as personal assistant to broker/owner in all lending, property management, real estate, commercial and other business interests. Processor/Underwriter for mortgage applications from initial client interview to final closing (Encompass LOS) in Wholesale Lending Operation and Correspondent relations. Coordinated collaborative interaction among clients, brokers, Realtors, attorneys and escrow officers. Maintained direct point of contact throughout transactions. Maintained regulatory and licensing compliance with national lenders, FNMA, FHLMC and other investors. Demonstrated robust and successful pipeline management, maintaining priority status with all investors.



North American Mortgage Company

• United States
• Financial Services
• 1 - 100 Employee

• Wholesale Account Executive

  • Oct 1991 - Apr 1999