Experience

Commonwealth Mortgage Group NMLS # 254645

• United States
• Financial Services
• 1 - 100 Employee

• Mortgage Loan Processor

  • Oct 2014 - Present

  Pewaukee, WI

• Mortgage Loan Officer

  • Mar 2013 - Oct 2014

  Pewaukee, WI Leveraged existing personal network to generate referral business and uncover new opportunities. Communicated to potential clients the unique benefits of working with a licensed mortgage broker versus a traditional bank or credit union. Worked directly with borrowers to obtain a thorough understanding of their loan scenario and pair them with the appropriate lender/product to meet those needs. Obtained necessary documentation to enable a complete and accurate submission to… Show more Leveraged existing personal network to generate referral business and uncover new opportunities. Communicated to potential clients the unique benefits of working with a licensed mortgage broker versus a traditional bank or credit union. Worked directly with borrowers to obtain a thorough understanding of their loan scenario and pair them with the appropriate lender/product to meet those needs. Obtained necessary documentation to enable a complete and accurate submission to underwriting. Addressed any customer and Realtor questions/concerns regarding loan approval process, rate lock/pricing, and closing timeline. Used knowledge of RESPA/TRID requirements to ensure consistent compliance with state and federal law. Satisfied annual continuing education requirements thereby maintaining an accurate understanding of the current home lending marketplace.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Banker

  • Dec 2011 - Feb 2013

  Greater Milwaukee Area Educated potential clients on the flexibility and benefits of utilizing the equity in their home. Asked open-ended questions to help identify the borrower's needs and help them understand how a home equity loan/line could assist them in achieving their goals. Retrieved and analyzed tri-merge credit reports. Applied knowledge of income calculation guidelines to ensure satisfaction of debt-to-income limits.



Pizza Hut

• United States
• Restaurants
• 700 & Above Employee

• Shift Manager

  • Jun 1999 - Oct 2011

  Completed shift management training and was promoted from general crew member in 2003. Oversaw shifts of 8-15 employees while executing key holder duties such as cash control, labor management and nightly sales reporting. Handled biweekly inventory ordering and generated prep lists according to sales forecast. Performed end-of-week inventory and payroll. Updated/maintained Delivery Trade Area map and computer mapping system. Consistently provided a level of customer service ensuring the… Show more Completed shift management training and was promoted from general crew member in 2003. Oversaw shifts of 8-15 employees while executing key holder duties such as cash control, labor management and nightly sales reporting. Handled biweekly inventory ordering and generated prep lists according to sales forecast. Performed end-of-week inventory and payroll. Updated/maintained Delivery Trade Area map and computer mapping system. Consistently provided a level of customer service ensuring the greatest possible financial gain as well as the highest percentage of customer retention. Reported to both the General Manager and the Director of Operations. Show less



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Outside Sales Consultant (Internship)

  • Apr 2006 - Aug 2006

  Completed training and licensing courses to sell property and casualty insurance in the state of Wisconsin. Created personal client list and set up sales appointments at external locations without direct supervision. Educated potential clients about the varying types of life insurance, matching them to the appropriate product and guiding them through the application process. Assisted clients in completing policy contracts during follow-up appointments. Participated in daily team… Show more Completed training and licensing courses to sell property and casualty insurance in the state of Wisconsin. Created personal client list and set up sales appointments at external locations without direct supervision. Educated potential clients about the varying types of life insurance, matching them to the appropriate product and guiding them through the application process. Assisted clients in completing policy contracts during follow-up appointments. Participated in daily team motivational meetings to report on progress and give/gain tips between agents. Show less