Tim Lavey

Mortgage Broker at Preferred Mortgage, Inc
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Contact Information
us****@****om
(386) 825-5501
Location
Pleasanton, US

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Bio

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Mortgage Broker
      • Sep 2022 - Present

      210 Porter Dr Suite 201 San Ramon CA 94583

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Loan Officer
      • Jun 2018 - Nov 2022

      319 Diablo Road Suite 103 Danville CA 94526

    • Mortgage Loan Consultant
      • Sep 2013 - Sep 2018

      5199 Johnson Drive Suite #110 Pleasanton Ca

    • Allied Brokers
      • Jun 2012 - Jan 2014

      •Implemented state-of-the-art technology to enhance brokerage efficiency • Optimized performance of brokerage through effective analysis of market trends and current data • Coordinated transactions and expedited communication between clients and brokerage • Realtor’s License, ID #01915415; Broker Affiliation—James Robert Lavey

    • United States
    • Construction
    • 300 - 400 Employee
    • Business Ownership Intern
      • Jan 2011 - Sep 2011

      Developed and executed complete managerial outline for business • Was responsible for the oversight and compliance of eight employees • Acquired personnel and ensured proper certification and qualifications • Created and ensured fulfillment of contracts • Built clientele through outreach, instituted successful marketing plan • Provided effective and compassionate customer service with a high satisfaction rate

    • Manager/Server
      • Jan 2008 - Jan 2010

      Supervised and coordinated staff of over twenty employees in a fast-paced, high- pressure environment • Refined superior skills of communication and cultivation of customer relationships • Coordinated and handled invoices and diverse financial transactions

Education

  • California State University-Sacramento
    Business Entrepreneurship
    2010 - 2011
  • Las Positas Community College
    Associate of Arts Degree
    2008 - 2010

Community

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