Reid Sinclair
Executive Mortgage Broker at Forever American Mortgage- Claim this Profile
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Topline Score
Bio
Credentials
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Insurance Consultant, Life
National Association of Insurance Commissioners (NAIC)Feb, 2023- Nov, 2024 -
Mortgage Loan Originator
NMLSAug, 2020- Nov, 2024 -
Automation Essentials
Automation Academy by WorkFusionJul, 2018- Nov, 2024
Experience
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Forever American Mortgage
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United States
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Financial Services
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1 - 100 Employee
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Executive Mortgage Broker
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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%
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Prosperity Home Mortgage, LLC
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Financial Services
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700 & Above Employee
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Senior Mortgage Consultant
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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
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JFQ Lending, LLC
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United States
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Financial Services
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1 - 100 Employee
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Senior Loan Officer NMLS #1994803
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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
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Mortgage Banker NMLS #1994803
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Aug 2020 - Aug 2021
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Client Service Representative
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Jun 2020 - Aug 2020
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Gentle Ben's
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United States
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Restaurants
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1 - 100 Employee
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Marketing and Operations Manager
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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
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Payclub
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Tucson, Arizona
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Campus Ambassador
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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
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squarecash
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The University of Arizona
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Campus Ambassador
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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
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Pi Kappa Alpha International Fraternity
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United States
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Non-profit Organization Management
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400 - 500 Employee
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Philanthropy Chairman
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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
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Bank of America Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Global Wealth & Investment Management Intern
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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
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The Screamery Hand Crafted Ice Cream
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Tucson, Arizona Area
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Assistant Manager
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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
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Pi Kappa Alpha International Fraternity
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United States
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Non-profit Organization Management
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400 - 500 Employee
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Vice President
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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
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Tucson Electric Power
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Utilities
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700 & Above Employee
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Repetative Process Automation Student Intern
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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
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The Screamery Hand Crafted Ice Cream LLC
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Phoenix, Arizona Area
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Corporate Trainer
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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
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Pi Kappa Alpha International Fraternity
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United States
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Non-profit Organization Management
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400 - 500 Employee
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Social Chairman
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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
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Special Events Chairman
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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
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Terramar Properties, Inc.
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Real Estate
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Intern at Terramar Properties
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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
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The Screamery Hand Crafted Ice Cream LLC
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Phoenix, Arizona Area
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Corporate Trainer
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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
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University of Arizona
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United States
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Higher Education
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700 & Above Employee
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Dean's List
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Aug 2016 - May 2017
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Assistance League of Tucson
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United States
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Philanthropic Fundraising Services
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1 - 100 Employee
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Assistance League of Tucson Volunteer
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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
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Salpointe Catholic High School
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United States
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Primary and Secondary Education
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1 - 100 Employee
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Varsity Lacrosse Captain
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Jan 2016 - May 2016
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Education
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University of Arizona - Eller College of Management
Bachelor's degree, Management Information Systems, General -
University of Arizona - Eller College of Management
Bachelor's degree, Finance -
Salpointe Catholic High School
High School Diploma -
Sabino High School