Experience

HYPOTEC Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Mortgage Loan Originator

  • Jan 2019 - Present

  Hypotec, Inc. 20283 State Road 7 Suite 429 Boca Raton, FL 33498 Company NMLS ID: 331734 Personal NMLS: 1664629 www.nmlsconsumeraccess.org As a sales director, I trained and developed a team of loan officers. Provided comprehensive mortgage product training which entailed more than 100 different loan programs. Created and curtailed resources for my team to help with customer experience. Handled escalations. Attained mortgage licensing in 17 different states. Strong sales and coaching techniques. Consistently exceeded monthly quotas and goals. Awarded for having the most consistent production month after month. Worked with account executives at the largest wholesale lending institutions in the nation, to further a business-to-business relationship. Helped clients explore their financial opportunities through refinance and new home purchase opportunities. Reviewed financial statements with clients and underwriters. Managed new loan officers on company operations and mortgage lending guidelines. Provided oversight of the loan underwriting process from start to finish ensuring a timely, positive and amazing client experience. Show less



Quicken Loans

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Loan Officer

  • Dec 2017 - Jan 2019

  Earned valuable experience working for a company ranked highest in the country for customer satisfaction by J.D. Power for 11 consecutive years. Analyzed applicant's financials to determine best mortgage loan options while working for the nation's largest mortgage lender. Awarded two separate company recognition medals for exceptional performance. Led my region comprised of over 150 bankers in October, subsequently winning October’s top mortgage origination accolade. Received daily training from leadership with an emphasis on best business practices, sales skills and tactics. Developed a passion for helping homeowners save money monthly with refinance solutions and making the dream of home ownership a reality for first time homebuyers. Show less



Florida Sugar & Molasses Exchange, Inc.

• West Palm Beach, Florida

• Manager of Accounting & Financial Reporting

  • Mar 2015 - Sep 2017

  Reviewed, analyzed and reported all the monthly financials to the VP and GM. Accountable for controlling the company's cash flow. Maintained general ledger and other supporting corporate books. Prepared and presented monthly financial reports for production and sales contracts to the Board of Directors. Processed and managed accounts payable and accounts receivable. Responsible for reconciling bank accounts at the end of each month. Prepared financial statements with our external auditors in preparation for annual audits. Show less



TriFound

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Mar 2014 - Mar 2015

  Developed a passion for helping clients explore their financial options. Reviewed financial statements with clients and processed applications for financial solutions. Established strong sales techniques. Major role in company seminars with a focus on originating new clients. Developed innovative marketing techniques in conjunction with our external marketing firm. Improved customer service by restructuring the company's processes and implementing a new CRM software as a new client tracking system. Show less



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Internship

  • Dec 2013 - Mar 2014

  Worked alongside one of the largest mutual life-insurance companies in the nation. Gained substantial knowledge of financial products, which contributed to the successful completion of the Michigan Life, Accident and Health Producer exam. Developed professionalism when dealing with representatives of the company. Collaborated with other interns to develop financial solutions for prospective clients. Worked alongside one of the largest mutual life-insurance companies in the nation. Gained substantial knowledge of financial products, which contributed to the successful completion of the Michigan Life, Accident and Health Producer exam. Developed professionalism when dealing with representatives of the company. Collaborated with other interns to develop financial solutions for prospective clients.



Borgess Health

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Care Center Coordinator

  • Sep 2007 - Mar 2014

  Adjusted past due account balances from patients experiencing financial difficulty through MediPac software. Updated and processed new patient registration and account information to ensue correct records for billing. Created and administered confidential patient records while ensuring complete compliance with HIPPA. AWARDS Borgess Employee Service Excellence Award - April 2013 This award recognizes exceptional performance in providing excellent customer service to patients, guests and fellow employees. Show less