Experience

FundLoans

• United States
• Financial Services
• 1 - 100 Employee

• Account Executive

  • Jul 2022 - Present

  As a Account Executive and a seasoned loan processor/closer, I use my knowledge and experience to make sure that the brokers I work with, receive the highest level of superior service. Our products and rates are superior. Call me anytime (760) 760-2575 or lgonzales@fundloans.com. •Introduce FundLoans Capital’s loan programs and services to qualified mortgage brokers and partners •Win business through deepening contact networks within new and existing accounts •Evaluate whether clients qualify under the company’s guidelines and assist them in becoming an approved FundLoans partner •Maintain and grow a loan pipeline by working collaboratively with operations and support personnel •Submit clean and complete documentation for all broker and loan approvals •Assist clients with loan scenarios and progressing their submitted loans to fulfillment •Represent FundLoans Capital in a professional manner at tradeshows, conferences, and other company-related events Show less



AimLoan.com

• United States
• Financial Services
• 1 - 100 Employee

• Mortgage Loan Processor/Closer

  • 2020 - 2022

  •Provide strong communication and support to Customers, underwriting and loan officers to clear stipulations needed •Set-up and maintain loan file in Encompass •Request change of circumstances in a timely manner •Interact with Consumers and Mortgage Loan Originator to obtain all necessary documents; Collect, prepare and process loan documents, including ordering appraisals, title, and flood verifications •Identify potential issues discuss with Loan Originator, Management and Underwriting •Carefully review all conditions and determine if documents satisfy requirements prior to submission to underwriting •Analyze loan files and submit completed loans for approval •Verify accuracy of loan file prior to closing •Maintain knowledge of Federal/State lending and lien laws and regulations for compliance, including all internal policies and procedures and ensure loan documents are prepared in accordance with these laws •Ensures that loan files contain documents with proper signatures, dates, HMDA, escrow and other relevant data •Provide excellent customer service according to our company policy, which includes answering telephone calls, emails and correspondence with all parties •Provides follow-up on a consistent basis with originators, borrowers, and agents to complete processing; Responds to inquiries from originators, agents, and consumers regarding status of loans in process •Review & provide approval and denial letters •Maintain confidentiality of customer information Show less



YMCA of San Diego County

• United States
• Non-profit Organizations
• 700 & Above Employee

• Membership Services/Farmers Market Manager

  • 2016 - 2020

  •Educate members that the YMCA is a non-profit charitable organization •Conduct member interviews with the intention of connecting members to membership and programs based on individual interests and goals •Monitor access to facility by ensuring members and participants check-in upon arrival to the facility •Answer all incoming phone calls in a courteous and timely manner; route incoming calls to appropriate departments and staff •Maintain working knowledge of branch and association programs in order to communicate and share information to members and participants •Greet, interview and tour future members using cause-driven sales and engagement techniques •Conduct member engagement and conversion efforts for all membership inquiries and tours which did not result in a join Show less