Reporting Specialist and Customer Account Mangement.

• Oct 2022 - Present

We know our clients want to feel special, so with us, they are a priority, a focus,and they get the personal attention they deserve. Our clients appreciate we are a family business, an international family business, but with one significant distinction – this family is run with the efficiency of a finely tuned global corporation.

Director of Special Projects

• Oct 2022 - Mar 2023

Branch Manager

• Feb 2019 - Present

Senior Loan Consultant

• May 2018 - Feb 2019

Home Mortgage Specialist

• Sep 2015 - May 2018

Driven, business minded individual, always proactive, problem solving, and ready to market my brand. I am seeking the opportunity to connect and network with all professionals. Especially in real estate, construction, financing, small/ large business firms and those in need of financing 1-4 family dwellings. One of the many great aspects of working as a mortgage specialist is wearing different hats and having the ability to connect with clients on a personal level. To understand their different goals, whether it be helping some achieve their dream of owning a home by way of mortgage, increasing volume for realtor partners, providing value to CPA's and FNA's, and managing the workflow of in house processors, assistants, and underwriters. For me, at the end of the day it is about educating clients in the process and adding value to accomplishing their business needs. I pride myself on making Realtors, Attorneys, and Financial Service Professionals in my network look good for referring me. And on finding the most fiscally responsible loan program possible for home buyers. I keep educated on market changes, challenges, and new products and take pride in attending to every detail to achieve impeccable client satisfaction with each and every customer. There is no stone that I will leave unturned in an effort to provide the very best possible loan option with a guarantee to close loans in a speedy and professional manner. Show less

Residential Mortgage Lender

• Apr 2011 - Jul 2015

Home Point Financial delivers residential mortgage products and services. In doing so Home Point Financial will out-think, out-work, out-innovate, out-execute, and out-perform everyone in the financial services industry. Specialize in quick turn around with a customer-centric approach.Creating a positive consumer experience at the point of sale and post-sale. Having access to over 90 programs with zero bank overlays and my knowledge of the market gives me the expertise in finding that specific and unique programs that suits each and every one of my clients wishes. NMLS #391059 • Maintained a $1.5(M) monthly closing average • Responsible for a minimum of 75 outbound prospector calls a day • Generated an extensive client data base with which includes return business • Oversaw small team to achieve production quota • Developed and maintained relationships with stakeholders • Maintain a trusted liaison client relationship by educating them with financial responsibility and future planning Show less

Junior Loan Officer

• Jan 2010 - Apr 2011

• Promoted lending through public contact and AFR affiliates • Coordinate with underwriters, lawyers, etc., as required to process the loans • Liaise with the bank's management and put forth the case of the clients strongly • Interviewed and pre-qualified prospective clients • Advised borrowers of lock-in policy and ensured lock requests were completed accurately • Kept abreast of new loan guidelines, programs, updates, changes and challenges • Assisted Senior Lenders in processing and closing loans • Maintained new and nurtured leads under the internet based program, Leads 360 • Maintained customer data base, Intrac • Educated borrowers of loan options, market conditions and requirements needed Show less

Account Executive

• Jun 2007 - Aug 2009

Distributors of Fine Malt Beverages Peerless Beverage proudly serves the Northern New Jersey region, including Union, Hudson, Morris, Essex, Bergen, Passaic and Sussex counties. We strive to fulfill our mission, which is to exceed the expectations of our customers, suppliers and our employees. • Established a new start up territory in North New Jersey • Managed sales promotions and special events • Worked with existing clients to increase product sales and notoriety • Gained an in-depth understanding of sales and the ability to communicate competitive differentiation to acquire new clients • Achieved client satisfaction and loyalty through effectively identifying a prospects needs and providing excellent service •Identify prospects and build awareness of products ***Promoted from Merchandiser to Account Executive • Elected by management to take over sales routes when short staffed • Introduced new products to existing/potential accounts to increase shelf space and maintain edge over competition • Guided and supervised employees working in retail stores of the firm on products displays, promotion, new products, effective customer service and sales techniques.Worked in coordination with each store’s individual needs, thus facilitating the successful functioning of the store • Maintained and grew existing accounts through exceptional customer service, strong personal selling, and time management • Stimulated sales with merchandising including, installing permanent and paper Point Of Sale materials, building and maintenance of beer product displays Show less