Tim Lavey
Mortgage Broker at Preferred Mortgage, Inc- Claim this Profile
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Bio
Experience
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Preferred Mortgage, Inc
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United States
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Financial Services
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1 - 100 Employee
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Mortgage Broker
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Sep 2022 - Present
210 Porter Dr Suite 201 San Ramon CA 94583
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Stonecastle Land and Home Financial
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United States
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Financial Services
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1 - 100 Employee
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Loan Officer
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Jun 2018 - Nov 2022
319 Diablo Road Suite 103 Danville CA 94526
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Mortgage Loan Consultant
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Sep 2013 - Sep 2018
5199 Johnson Drive Suite #110 Pleasanton Ca
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Allied Brokers
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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
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College Works Painting
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United States
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Construction
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300 - 400 Employee
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Business Ownership Intern
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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
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Manager/Server
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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
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Education
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California State University-Sacramento
Business Entrepreneurship -
Las Positas Community College
Associate of Arts Degree