Dynamic loan originator with proven expertise in relationship-building and loan processing. Adept at driving loan approvals through collaboration and analytical skills, ensuring exceptional client service and satisfaction.
Overview
15
15
years of professional experience
Work History
Producing Branch Manager
Unison Mortgage
01.2025 - Current
Evaluated client creditworthiness to determine loan eligibility and terms.
Collaborated with underwriting team to facilitate loan approval decisions.
Developed strong relationships with clients for ongoing support and referrals.
Mentored loan originators in effective sales techniques and compliance standards.
Loan Consultant
Better Mortgage
08.2024 - 01.2025
Built relationships with clients and used knowledge of consumer marketplace, products and finance to fully understand clients' personal plans and introduced suitable loan services.
Collaborated with company teams to expedite loan approval processes.
Provided expert guidance on loan products and financial options available.
Mortgage Banker
E Mortgage Capital Inc.
10.2022 - 07.2024
Mortgage broker licensed in 8 states
Refinance, purchase, non QM transactions
Created marketing plan to generate lead flow
President Club Mortgage Banker
McGlone Mortgage
02.2020 - 09.2022
President's club 2020 & 2021
Refinance & purchase transactions via inbound and outbound phone calls
Funded over 50 million in 2021
Licensed in 12 states
Sales Manager
JG Wentworth | Freedom Mortgage
05.2018 - 01.2020
Worked directly with Branch Manager to recruit 30 new sales people
Assisted branch in growing from 6 million in monthly volume to over 90 million in less than a year
Averaged 3 million in monthly closings in addition to managing 12 loan officers
Mortgage Banker | Team Lead
New Penn Financial
12.2017 - 05.2018
Team Lead, responsible for training and managing a group of 4 LO's and their pipelines, as well as customer escalations
Personal Production Leader
Presidents Club Mortgage Banker
Quicken Loans
09.2010 - 12.2017
Expert in both purchase and refinance transactions
Strong understanding of mortgage process especially underwriting and closings
Work with applicants negotiating loan terms and conditions
Exceptional approach to customer service providing an optimized client experience