Experience

Atlantic Trust Mortgage

• United States
• Real Estate
• 1 - 100 Employee

• Mortgage Loan Officer

  • Apr 2019 - Present

  In my current position I work with other loan officers and support staff for high-volume mortgage company with nearly $100 million in annual loan originations. My responsibilities include consulting with prospective clients, evaluating applications, pre-qualifying and pre-approving loans, reviewing credit history, analyzing financial status, determining loan risk, monitoring loans, and managing an active pipeline of business. One of my most notable accomplishments has been achieving an unprecedented $1.3 million in volume during the first six months with Atlantic Trust Mortgage.



TIAA Bank

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Loan Officer

  • May 2016 - Apr 2019

  My tenure with TIAA Bank entailed performing inside phone sales for banking, mortgage, and investment-related business. I worked closely with loan processors, underwriters, closers, and title processors to assist in final loan approvals. I successfully closed an average of 7 to 12 loans per month, regularly exceeded customer satisfaction criteria, and generated 1 to 2 personal referral leads per month. I am proud of many achievements during my employment with TIAA, but there are two that stand out: 1) I reviewed and tested a new on-line loan applicant web portal that boosted customer satisfaction scores by 15%, and 2) Served as a member of TIAA’s Pilot Team that was responsible for streamlining on-line mortgage procedures and guidelines that ultimately resulted in a 5-day reduction in processing.



Camarda Wealth Advisory Group

• United States
• Investment Management
• 1 - 100 Employee

• Practice Manager

  • Jan 2016 - Apr 2016

  My administrative responsibilities included establishing client meetings, contacting leads, scheduling appointments, preparing investment paperwork, completing applications, and assisting with wealth seminars. I also provided assistance on investments, securities, stocks, bonds, and retirement accounts. My administrative responsibilities included establishing client meetings, contacting leads, scheduling appointments, preparing investment paperwork, completing applications, and assisting with wealth seminars. I also provided assistance on investments, securities, stocks, bonds, and retirement accounts.



NetLook™

• United States
• Software Development
• 1 - 100 Employee

• Dealer Advisor

  • Aug 2015 - Jan 2016

  This internship involved maintaining and improving Netlook’s corporate website, establishing new accounts, assisting in the creation and launch of a mobile and desktop application, and collaborating in the development and marketing initiatives for new web-based production/solution, application, and website page. This internship involved maintaining and improving Netlook’s corporate website, establishing new accounts, assisting in the creation and launch of a mobile and desktop application, and collaborating in the development and marketing initiatives for new web-based production/solution, application, and website page.



MassMutual

• United States
• Financial Services
• 700 & Above Employee

• Practice Manager

  • Jan 2013 - Jan 2015

  I started my professional career as an Administrative Assistant with Mass Mutual where I performed administrative, technical, and executive-support functions for three high-producing agents. I was honored to play a significant role in the agency securing “Million Dollar Roundtable Producer” status. I started my professional career as an Administrative Assistant with Mass Mutual where I performed administrative, technical, and executive-support functions for three high-producing agents. I was honored to play a significant role in the agency securing “Million Dollar Roundtable Producer” status.