Experience

Good Day Financial

• Canada
• Financial Services

• Mortgage Loan Originator NMLS ID 1770865

  • Apr 2023 - Present

  • Warm calling sales based on client filled information online, no previous relationship established. • Provide guidance to clients relative to market trends, product requirements, approval process, and finances. • Build and present Conventional, Line of Credit, VA, and FHA mortgage loan options to prospective borrowers based on borrower profile, needs, and finances. • Provide required documentation in a timely manner to clients and realtors as offers are submitted on homes. • Build relationship with local and national realtors to better assist client in finding a home to purchase and to increase company exposure for referrals from realtor contacts. • Collect required documentation to clear conditions set by processing team. • Monitor processing of each individual loan in order to ensure quality client experience and an efficient process from start to finish. Show less



Barrett Financial Group LLC

• Financial Services
• 1 - 100 Employee

• Mortgage Loan Originator NMLS ID 1770865

  • Aug 2022 - Mar 2023

  • Cold calling credit trigger sales • Build and present Conventional, Line of Credit, VA, and FHA mortgage loan options to prospective borrowers based on borrower profile, needs, and finances. • Collect required documentation to clear conditions set by processing team. • Monitor processing of each individual loan in order to ensure quality client experience and an efficient process from start to finish. • Cold calling credit trigger sales • Build and present Conventional, Line of Credit, VA, and FHA mortgage loan options to prospective borrowers based on borrower profile, needs, and finances. • Collect required documentation to clear conditions set by processing team. • Monitor processing of each individual loan in order to ensure quality client experience and an efficient process from start to finish.



JFQ Lending, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Mortgage Loan Officer NMLS ID 1770865

  • Sep 2020 - Aug 2022

  • Combined cold calling and inbound call sales. • Build and present Conventional, Line of Credit, VA, and FHA mortgage loan options to prospective borrowers based on borrower profile, needs, and finances. • Worked “problem loans” where client had been in process for an abnormally long time in order to identify issues preventing the loan from closing, correct the problem, and get the loan closed. • Collect required documentation to clear conditions set by processing team. • Monitor processing of each individual loan in order to ensure quality client experience and an efficient process from start to finish. • Assist team members in the building and presentation of mortgage loan options for prospective borrowers. • Assist team members in the collection of required documentation to clear conditions set by processing team. • Passed NMLS testing with a company record of 94% Show less



American National Bank of Minnesota

• United States
• Banking
• 1 - 100 Employee

• Loan Officer

  • Jul 2018 - Apr 2020

  •Facilitate the loan proposal/approval process from start to finish in the residential and commercial real estate / non real estate markets. •Coordinate and communicate with loan officer, title companies, appraisers, contractors, financial institutions, real estate agents and customers to ensure all required documentation is attained and verified in a timely manner while maintaining full compliance with federal regulations. •Perform evaluations of various types of real estate to ensure the proposed loan is of the highest quality and is well secured while maintaining unbiased accuracy. •Perform annual loan reviews in order to evaluate, detect and avoid the potential of default in the future. •Oversee ANB financing program relationship with local auto dealer. •Prospect for new financing relationships with recreational product dealerships in the local area. •Manage and collect past due notes and reach out to customers accordingly. •Provide Personal Banking customer service via telephone and in person. •Actively monitor and manage overdrawn deposit accounts. •Open new deposit accounts. Show less



The National Wild Turkey Federation

• United States
• Spectator Sports
• 100 - 200 Employee

• Regional Director - Southern California

  • Oct 2016 - Jan 2018

  • Manage volunteer efforts in support of NWTF fundraising events, banquets and special events. • Provide leadership, recruitment and training of volunteers. • Work with existing chapter system to develop them to their greatest potential for fundraising and membership development. • Host recruiting events to grow NWTF volunteer and fundraising footprint in new communities. • Build relationships with local business owners to sponsor NWTF fundraising efforts. • Search out and screen donations of all types from private and public entities. • Create and maintain budget model for the region. • Aid chapters and volunteers with making financial decisions relative to banquet fundraisers based on projections for attendance, total merchandise, ticket sales, expenses, and past performance. • Create financial reports for all fundraising events in a timely and accurate manor. • Act as liaison between local and state chapters and national offices on various issues. • Identify private and corporate landowners who are interested in having habitat management plans developed on their property. • Emcee fundraising events of 80-500 people. Show less