Mortgage Loan Officer - Achieve Loans - Tempe, AZ
(2024-09 - 2025-09)
- Meet with potential borrowers to understand their financial needs and goals.
- Gather Verify financial information to assess a client's credit worthiness and ability to repay the loan.
- Process and submit complete loan applications for approval. And review loan applications and supporting financial documents, such as credit histories and income statements.
Mortgage Loan Officer - Cardinal Financial - Chandler, AZ
(2018-03 - 2022-08)
- Generated $5M in new business through networking and referral sources, exceeding quarterly sales goals by 25%.
- Negotiated loan terms and conditions with borrowers, resulting in a 15% increase in loan approvals and a 10% decrease in delinquency rates.
- Analyzed financial data and credit reports to determine loan eligibility, maintaining a 95% accuracy rate and ensuring compliance with all applicable laws and regulations.
Team Sales Assistant - Loan Pal - Scottsdale, AZ
(2017-09 - 2018-02)
- Communicate with all parties regarding the status of the loan transaction including, loan officer, underwriting, client, realtor, title, etc.
- Run Desktop Underwriter and Loan Prospector prior to loan being turned in for pipeline.
- Ensure each file goes through the same processes and submission and compliance guidelines.
Document Recovery Specialist - Freedom Mortgage Corporation - Phoenix, AZ
(2016-10 - 2017-10)
- Review disclosure package and loan program with our borrowers and confirm when and how package will be returned (walk borrowers through the Elynx/Esign process when necessary)
- Receive warm transfers from both CSRs and Loan Advisors to build a personal pipeline.
- Follow up on personal pipeline daily by dialing outbound to confirm documents in mail.
Inside Dealer Sales and Service Representative - Adesa Auto Auction - Chandler, AZ
(2014-11 - 2016-10)
- Assist in consignment activities, including maintaining contact with consignment dealers and sales representatives. Assist the Outside Dealer Sales Representatives & Manager in servicing dealer relationships, development of new business, retention of existing business and any other duties and responsibilities required.
