Reid Sinclair

Executive Mortgage Broker at Forever American Mortgage
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
San Diego, California, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Insurance Consultant, Life
    National Association of Insurance Commissioners (NAIC)
    Feb, 2023
    - Nov, 2024
  • Mortgage Loan Originator
    NMLS
    Aug, 2020
    - Nov, 2024
  • Automation Essentials
    Automation Academy by WorkFusion
    Jul, 2018
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Executive Mortgage Broker
      • Apr 2023 - Present

      • Proactively seeking new business opportunities through networking, outreach, and marketing efforts focused between 6+ platforms driving consistent growth in client base and funded volume • Cultivating and nurturing strong relationships with a diverse client base comprising of 5+ demographics, resulting in expanding referral network and repeat business by 125% • Proactively seeking new business opportunities through networking, outreach, and marketing efforts focused between 6+ platforms driving consistent growth in client base and funded volume • Cultivating and nurturing strong relationships with a diverse client base comprising of 5+ demographics, resulting in expanding referral network and repeat business by 125%

    • Financial Services
    • 700 & Above Employee
    • Senior Mortgage Consultant
      • Nov 2022 - Feb 2023

      • Orchestrated the development and maintenance of relationships within partner real estate brokerages comprised of 250 agents and brokers under the largest Realtor network in the United States • Obtained, verified, and compiled loan qualification documents including credit histories, financial statements, and other underwriting requests efficiently to obtain the fastest turn times in the purchase division by 30% among 30+ bankers • Orchestrated the development and maintenance of relationships within partner real estate brokerages comprised of 250 agents and brokers under the largest Realtor network in the United States • Obtained, verified, and compiled loan qualification documents including credit histories, financial statements, and other underwriting requests efficiently to obtain the fastest turn times in the purchase division by 30% among 30+ bankers

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Loan Officer NMLS #1994803
      • Aug 2021 - Nov 2022

      • Leveraged advanced technology tools to streamline processes and improve operational efficiency yielding me 40+ 5-star personal reviews from clients• Fluidly operated a pipeline with 25+ clients while collaborating with processing, underwriting, and management daily averaging 85%+ of my pipeline funded• Brokered between 12+ different investors while delivering in-depth analysis on a wide array of loan products to clients• Awarded Chairman's Club designation placing myself in the top 6% of producerscompany-wide along with MVP recognition of the most tenured banking region Show less

    • Mortgage Banker NMLS #1994803
      • Aug 2020 - Aug 2021

    • Client Service Representative
      • Jun 2020 - Aug 2020

    • United States
    • Restaurants
    • 1 - 100 Employee
    • Marketing and Operations Manager
      • Mar 2019 - May 2020

      • Select, train, and manage a promotional marketing team composed of 20+ individuals • Manage social media promotions, advertising, and marketing content creation • Increased event attendance by 400% annually while coordinating and overseeing weekly events for 800+ attendants • Increased sales by $1 Million annually • Select, train, and manage a promotional marketing team composed of 20+ individuals • Manage social media promotions, advertising, and marketing content creation • Increased event attendance by 400% annually while coordinating and overseeing weekly events for 800+ attendants • Increased sales by $1 Million annually

  • Payclub
    • Tucson, Arizona
    • Campus Ambassador
      • Aug 2018 - May 2020

      • Consistently working to spread awareness and expand PayClub to the University of Arizona campus consisting of 45 thousand+ students • Encouraging students and organizations to crowdfund and manage money within groups efficiently and effectively through the PayClub interface • Providing support for students and organizations through PayClub demonstration and troubleshooting • Consistently working to spread awareness and expand PayClub to the University of Arizona campus consisting of 45 thousand+ students • Encouraging students and organizations to crowdfund and manage money within groups efficiently and effectively through the PayClub interface • Providing support for students and organizations through PayClub demonstration and troubleshooting

  • squarecash
    • The University of Arizona
    • Campus Ambassador
      • Nov 2017 - May 2020

      • Introduced to the basic concepts of person to person virtual currency transactions • Spread and promoted Cash App and its financial services throughout a campus of more than 45,000 students • Interacted directly with the head of the Cash App College Ambassador program and fellow Cash App College Ambassadors • Introduced to the basic concepts of person to person virtual currency transactions • Spread and promoted Cash App and its financial services throughout a campus of more than 45,000 students • Interacted directly with the head of the Cash App College Ambassador program and fellow Cash App College Ambassadors

    • United States
    • Non-profit Organization Management
    • 400 - 500 Employee
    • Philanthropy Chairman
      • Aug 2019 - Dec 2019

      • Oversaw the highest attended fraternity philanthropy on The University of Arizona campus with 500+ attendees • Broke and exceeded the record for most money raised by a fraternity at The University of Arizona with $13,000+ donated to The Tucson Fire Department’s Embers of Hope Foundation • Oversaw the highest attended fraternity philanthropy on The University of Arizona campus with 500+ attendees • Broke and exceeded the record for most money raised by a fraternity at The University of Arizona with $13,000+ donated to The Tucson Fire Department’s Embers of Hope Foundation

    • United States
    • Financial Services
    • 700 & Above Employee
    • Global Wealth & Investment Management Intern
      • Jun 2019 - Aug 2019

      • Worked directly with a team of financial advisors managing $250+ million in assets • Communicated directly with clients and fund wholesalers from firms such as Goldman Sachs on a daily basis • Built and allocated $25+ million of clients’ assets into a custom investment portfolio varying by investor aggression • Worked directly with a team of financial advisors managing $250+ million in assets • Communicated directly with clients and fund wholesalers from firms such as Goldman Sachs on a daily basis • Built and allocated $25+ million of clients’ assets into a custom investment portfolio varying by investor aggression

    • Assistant Manager
      • Jul 2014 - Jun 2019

      • Innovated company by implementing computer databases to track positions, hours, wages and responsibilities of four different stores and 100 plus employees. • Trained and co-lead a team of 20 plus employees • Communicated directly with ownership and multimillion-dollar investors • Innovated company by implementing computer databases to track positions, hours, wages and responsibilities of four different stores and 100 plus employees. • Trained and co-lead a team of 20 plus employees • Communicated directly with ownership and multimillion-dollar investors

    • United States
    • Non-profit Organization Management
    • 400 - 500 Employee
    • Vice President
      • Jan 2019 - May 2019

      • Established and oversaw 25+ social events consisting of 500+ guests per event • Coordinated with The University of Arizona Fraternity & Sorority Programs, fraternity executive board members, security contractors such as Wild West Promotions Inc., and The University of Arizona Police Department • Successfully budgeted $120,000 over a 16-week span while putting on the largest social event in chapter history • Established and oversaw 25+ social events consisting of 500+ guests per event • Coordinated with The University of Arizona Fraternity & Sorority Programs, fraternity executive board members, security contractors such as Wild West Promotions Inc., and The University of Arizona Police Department • Successfully budgeted $120,000 over a 16-week span while putting on the largest social event in chapter history

    • Utilities
    • 700 & Above Employee
    • Repetative Process Automation Student Intern
      • Jul 2018 - May 2019

      • Engineered a new company division with the goal of automating repetitive processes derived from multiple financial departments such as financial accounting • Reduced repetitive financial processes by up to 100% with the implementation of digitalized robotic software • Met consistently with CFO and other executives through in-person presentations on project updates and progress • Engineered a new company division with the goal of automating repetitive processes derived from multiple financial departments such as financial accounting • Reduced repetitive financial processes by up to 100% with the implementation of digitalized robotic software • Met consistently with CFO and other executives through in-person presentations on project updates and progress

    • Corporate Trainer
      • Jul 2018 - Aug 2018

      • Innovate company by implementing computer databases to track positions, hours, wages and responsibilities of 5 different stores and 100+ employees • Train and co-lead over 20 new hires on management, shift leader, and customer service techniques • Communicate directly with owners and multimillion-dollar investors to provide updates on store efficiency and submit recommendations for improvement and promotion • Innovate company by implementing computer databases to track positions, hours, wages and responsibilities of 5 different stores and 100+ employees • Train and co-lead over 20 new hires on management, shift leader, and customer service techniques • Communicate directly with owners and multimillion-dollar investors to provide updates on store efficiency and submit recommendations for improvement and promotion

    • United States
    • Non-profit Organization Management
    • 400 - 500 Employee
    • Social Chairman
      • Jan 2018 - May 2018

      • Established and oversaw between 20 and 25 social events consisting of 250+ guests per event • Coordinated with University of Arizona Fraternity & Sorority Programs, fraternity executive board members, security contractors such as Mark Cohen of Wild West Promotions Inc., and UAPD • Successfully budgeted $24,000 between 19 campus sponsored events over a 16 week semester

    • Special Events Chairman
      • Aug 2017 - Jan 2018

      • Organized multiple events involving 250+ attendants and multiple venues such as No Anchovies• Acted externally by fundraising and engaging with alumni, parents, and the local community• Allocated $8,000 between multiple events while staying within budget

    • Intern at Terramar Properties
      • Jun 2017 - Aug 2017

      • Learned basic principles and concepts of land development, consulting and brokerage utilizing tools such as Snag-it Editor, Costar Comps, LoopNet and the Multiple Listing Service • Collaborated with owners, partners, and clients on 6 jobs by providing insight and detailed information • Received first-hand valuation and development experiences in the field by surveying and researching over 30 properties • Learned basic principles and concepts of land development, consulting and brokerage utilizing tools such as Snag-it Editor, Costar Comps, LoopNet and the Multiple Listing Service • Collaborated with owners, partners, and clients on 6 jobs by providing insight and detailed information • Received first-hand valuation and development experiences in the field by surveying and researching over 30 properties

    • Corporate Trainer
      • Jun 2017 - Aug 2017

      - Trained and managed 15+ new employees on customer service, sales, and business platforms such as Square to track transactions and inventory - Assisted in ensuring the survival and profitability of a new storefront in a new market outside the city limits of any other store locations - Worked directly with owners and investors to coordinate day to day business operations - Trained and managed 15+ new employees on customer service, sales, and business platforms such as Square to track transactions and inventory - Assisted in ensuring the survival and profitability of a new storefront in a new market outside the city limits of any other store locations - Worked directly with owners and investors to coordinate day to day business operations

    • United States
    • Higher Education
    • 700 & Above Employee
    • Dean's List
      • Aug 2016 - May 2017

    • United States
    • Philanthropic Fundraising Services
    • 1 - 100 Employee
    • Assistance League of Tucson Volunteer
      • Jan 2016 - Dec 2016

      • Member of a prestigious volunteer league working to make Tucson a better place • Corresponded with community leaders and organizations through volunteer experiences • Completed 20 hours of community service • Member of a prestigious volunteer league working to make Tucson a better place • Corresponded with community leaders and organizations through volunteer experiences • Completed 20 hours of community service

    • United States
    • Primary and Secondary Education
    • 1 - 100 Employee
    • Varsity Lacrosse Captain
      • Jan 2016 - May 2016

Education

  • University of Arizona - Eller College of Management
    Bachelor's degree, Management Information Systems, General
    2016 - 2020
  • University of Arizona - Eller College of Management
    Bachelor's degree, Finance
    2016 - 2020
  • Salpointe Catholic High School
    High School Diploma
    2013 - 2016
  • Sabino High School
    2012 - 2013

Community

You need to have a working account to view this content. Click here to join now