Mortgage Loan Officer

• Feb 2022 - Present

Licensed Insurance Agent

• Jun 2020 - Present

Mortgage Loan Officer - NMLS: 2068140

• Nov 2020 - Feb 2022

Growing up on Long Island, NY as the son of a carpenter, I have always understood the value of hard work and taking pride in one’s craft. I pride myself on my passion to help other people achieve their goals and have been doing so working in Business and Personal lending space for 5+ years prior to joining the team here at ICG. My goal is simply this: make the home purchasing or financing process for you as easy and seamless as possible while maintaining and working to achieve your goals throughout the process. I achieve that goal by staying transparent and keeping open lines of communication with you during every step of the home buying or financing process. I am looking forward for the opportunity to work with you and see you in your dream home!

Personal Loan Specialist

• Aug 2018 - Jun 2020

Originated, reviewed, processed, closed and administered customer loan proposals. Worked with customers in person and via telephone to answer questions, process transactions and resolve issues. Maintained long-term relationships with customers to provide best-in-class customer service. Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act, and Community Reinvestment Act. Originated, reviewed, processed, closed and administered customer loan proposals. Worked with customers in person and via telephone to answer questions, process transactions and resolve issues. Maintained long-term relationships with customers to provide best-in-class customer service. Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act, and Community Reinvestment Act.

Account Manager

• Jan 2018 - Aug 2018

Prospect, develop, and close a targeted list of clients in various home improvement industries: held to a target of 150 dials a day and 3 hours of phone minutes a day. Consult with owners/decision-makers of small and medium-sized businesses, identify their needs, and propose effective marketing strategies and solutions via phone. Maintain client satisfaction through strong account management: averaged 87% retention. Helped clients develop website portals and social media pages to promote businesses.

Business Owner

• Dec 2016 - Dec 2017

Corp2Corp relationship with Imperial Advance interacting with business owners to secure financing through Short Term Loans, Lines of Credit, and SBA Loans. Gathered information and lead each prospective client from pre-qualification to closing while satisfying customer expectations and maintaining deadlines and high levels of productivity in a results-driven environment. Developed leads and strong ongoing business relationships through constant contact with clients daily. Performed cold-calling and follow-ups with leads to secure new revenue. Used consultative sales approach to understand and meet customer needs. Conferred with existing and potential customers to assess requirements and propose optimal financial solutions.

Retail Sales Associate, Small Business Specialist

• Oct 2015 - Sep 2016

•Provided consultation to business owners, and non-business owners, regarding their telecommunication services •Led outbounding and outreach program for store. Mentored employees on how to generate leads •Proficient in salesforce. Entered, edited and monitored leads regularly for myself and all other employees •Set and holds store record for most business activations in one month •Selected by management to administrate Social Media Marketing Campaign for store •Provided consultation to business owners, and non-business owners, regarding their telecommunication services •Led outbounding and outreach program for store. Mentored employees on how to generate leads •Proficient in salesforce. Entered, edited and monitored leads regularly for myself and all other employees •Set and holds store record for most business activations in one month •Selected by management to administrate Social Media Marketing Campaign for store

Licensed Real Estate Agent

• Nov 2014 - Aug 2015

Conducted sales and rentals of residential property in New York City Established strong client relationships which led to many referrals Constructed detailed advertisements for each individual listing Cultivated proficient self-management system and routine and trained others in this system Conducted sales and rentals of residential property in New York City Established strong client relationships which led to many referrals Constructed detailed advertisements for each individual listing Cultivated proficient self-management system and routine and trained others in this system