Finance and tech guru
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Detail-driven financial and compliance professional with 25+ years of experience managing high-volume data, reviewing sensitive documentation, and navigating multi-system workflows. Strong technical aptitude with CRM platforms, cloud tools, and remote-work systems. Known for accuracy, problem-solving, and the ability to quickly learn new technologies. Seeking remote roles in data entry, AI evaluation, IT-assisted operations, or digital workflow support.
Sr. Mortgage Advisor at Coast2Coast Mortgage, LLC (2025-01 – Present)
Enter, verify, and manage sensitive financial data across multiple systems with focus on accuracy and compliance.
Loan Originator at Barrett Financial Group (2023-01 – 2024-12)
Processed high-volume borrower data with precision and regulatory accuracy, coordinating workflows across multiple teams.
Loan Originator at NEXA Mortgage (2022-01 – 2023-12)
Managed digital files, CRM entries, and multi-platform data verification with compliance focus.
Principal / Broker-Owner at First Veterans Capital (2020-01 – 2022-12)
Oversaw digital operations, documentation accuracy, compliance systems, and managed remote teams.
Loan Originator at Multiple Institutions (AZ Home Loans, loanDepot, Cardinal Financial, Bank of America, Key Mortgage, NovaStar Financial) (2000-01 – 2020-12)
High-volume data entry, documentation review, CRM management, and compliance oversight across multiple financial institutions.
Bachelor of Arts in Communications & PR – Grand Canyon University (2012-05)