Experience

LeaderOne Financial

• United States
• Financial Services
• 400 - 500 Employee

• Mortgage Loan Originator

  • Oct 2022 - Present



Atlantic Trust Mortgage

• United States
• Real Estate
• 1 - 100 Employee

• Mortgage Loan Originator

  • Mar 2021 - Sep 2022

  Serving Jacksonville and all of Florida with your home loan Purchases and Refinancing needs. Serving Jacksonville and all of Florida with your home loan Purchases and Refinancing needs.



Mack Motorsports

• Jacksonville, Florida Area

• General Manager

  • Jan 2019 - Apr 2020

  Speed Shop, Part Sales, Part Installation, In-House Dyno, Car Dealership & Fixer Speed Shop, Part Sales, Part Installation, In-House Dyno, Car Dealership & Fixer



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Financial Analyst

  • Oct 2017 - Nov 2018

  • Reconcile trading activity on new and existing commercial & private loans. • Communicate with fund administrators to provide updates on holding positions and balances. • Book and renew funds in different capacities; Term loans, Revolving lines, LIBOR and Prime. • Manage a portfolio of funds and private equities with a team. • Reconcile trading activity on new and existing commercial & private loans. • Communicate with fund administrators to provide updates on holding positions and balances. • Book and renew funds in different capacities; Term loans, Revolving lines, LIBOR and Prime. • Manage a portfolio of funds and private equities with a team.



Navy Federal Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Loan Officer

  • Aug 2016 - Dec 2016

  Helping the public and members obtain first mortgages to purchase their home. - Pre-Qual Letters, Pre-Approvals, Credit Guidelines, Income Guidelines, Housing Guidelines - Showing program options that work for you - Completing applications and submitting for approval - Bringing understanding to the process and helping accomplish your goals Helping the public and members obtain first mortgages to purchase their home. - Pre-Qual Letters, Pre-Approvals, Credit Guidelines, Income Guidelines, Housing Guidelines - Showing program options that work for you - Completing applications and submitting for approval - Bringing understanding to the process and helping accomplish your goals



Tax Defense Network, LLC

• United States
• Financial Services
• 1 - 100 Employee

• TDN Senior Debt Consultant

  • Sep 2015 - Jul 2016

   Discuss client’s tax debts with engaging conversation to aid them obtaining a formal resolution.  Present their customized formal resolution based on the options they will qualify.  Set proper expectations on entire process the firm will undertake to ensure excellent results.  Show empathy to very trying situations to build trust and understanding for a one call close.  Discuss client’s tax debts with engaging conversation to aid them obtaining a formal resolution.  Present their customized formal resolution based on the options they will qualify.  Set proper expectations on entire process the firm will undertake to ensure excellent results.  Show empathy to very trying situations to build trust and understanding for a one call close.



Southeast Industrial Sales Co

• Jacksonville, florida

• Inside Sales

  • Apr 2014 - Aug 2015

  • Inside Territory Manager for North FL and South FL. • Account liaison for many OEM’s, Industrial Suppliers, Contractors and Global Exporters. • Primary market involving sales of valves and actuators in varying commercial industries. • Fielded requests for quotations, project bidding as-well customer product assistance. • Inside Territory Manager for North FL and South FL. • Account liaison for many OEM’s, Industrial Suppliers, Contractors and Global Exporters. • Primary market involving sales of valves and actuators in varying commercial industries. • Fielded requests for quotations, project bidding as-well customer product assistance.



PHH Mortgage

• United States
• Financial Services
• 700 & Above Employee

• Mortage Loan Originator

  • May 2012 - Dec 2013

  · Managed relationships with several business sources including Merrill Lynch, TIAA Direct, Key Bank, HSBC and PHH portfolio clients. · Inbound/Outbound telesales for refinancing and purchasing clients in 16 states. · Cold-Calling/Territory/Network Expansion; Answered multi-phone lines and data entry. · Build Trusting/Loyal Client Relationships · Market Development and Client Communications · Held licenses in 16 states - · Managed relationships with several business sources including Merrill Lynch, TIAA Direct, Key Bank, HSBC and PHH portfolio clients. · Inbound/Outbound telesales for refinancing and purchasing clients in 16 states. · Cold-Calling/Territory/Network Expansion; Answered multi-phone lines and data entry. · Build Trusting/Loyal Client Relationships · Market Development and Client Communications · Held licenses in 16 states -



BBVA in the USA

• United States
• Banking
• 700 & Above Employee

• Financial Sales Advisor

  • Oct 2010 - Mar 2012

  · Client sales and service, maintained their banking relationship. · Opened new accounts, took loan applications, and referred clients to specialized bankers, such as Business Bankers and Mortgage Officers, to ensure the needs of the client are met. · Educated clients on automated service options available including ATM's, Internet Banking, etc. · Client sales and service, maintained their banking relationship. · Opened new accounts, took loan applications, and referred clients to specialized bankers, such as Business Bankers and Mortgage Officers, to ensure the needs of the client are met. · Educated clients on automated service options available including ATM's, Internet Banking, etc.



SunTrust

• United States
• Financial Services
• 700 & Above Employee

• Financial Sales Representative

  • Feb 2008 - May 2010

  · Provided superior client services through listening to clients, anticipating their needs, and recommending financial services. · Opened new accounts, took loan applications, and referred clients to specialized bankers, such as Business Bankers and Mortgage Originators, to ensure the needs of the client are met. · Educated clients on automated service options available including ATM's, Internet Banking, etc. · Provided superior client services through listening to clients, anticipating their needs, and recommending financial services. · Opened new accounts, took loan applications, and referred clients to specialized bankers, such as Business Bankers and Mortgage Originators, to ensure the needs of the client are met. · Educated clients on automated service options available including ATM's, Internet Banking, etc.