PRISCILLA DENA
Phoenix
Summary
Results-driven sales professional with a record of exceeding targets. Skilled in driving revenue growth, fostering long-lasting client relationships, and implementing effective sales strategies. Committed to delivering exceptional results while continuously enhancing professional expertise.
Overview
21
21
years of professional experience
Work History
Loan Officer
CMG Home Loans
Tempe, AZ
01.2026 - Current
- Evaluated financial documents to determine borrower eligibility for loan programs.
- Guided clients through mortgage application process, ensuring compliance with lending regulations.
- Collaborated with real estate agents and underwriters to streamline loan processing timelines.
- Mentored junior loan officers on best practices in customer service and loan origination techniques.
- Analyzed market trends to identify opportunities for product enhancements and competitive positioning.
Account Executive
US Money Reserve
Scottsdale, AZ
06.2023 - Current
- Consulted with clients on precious metals self-directed IRA products to align offerings with individual investment goals
- Develop and maintain strong relationships with clients through exceptional client experience, product knowledge and industry expertise.
- Conducting discovery calls, understanding clients' needs, and delivering tailored solutions for retirement portfolios and handling objectives to smoothly close deals
- Generated leads by engaging prospective clients through inbound and outbound calls to expand client base
- Creating and maintaining a long lasting relationship to drive continues growth to the portfolio
- Continuously staying informed with finances related to the precious metals market and stock market
- Creating and maintaining a long-lasting relationship to drive continued growth to the portfolio
- Demonstrated effective communication skills in client interactions
Senior Banker
Rocket Mortgage
Phoenix, AZ
09.2020 - 05.2023
- Built and maintained relationships with real estate agents, investment advisors, accountants, and clients to market Rocket brand and facilitate real estate financing aligned with client goals.
- Leverage established relationships to develop and maintain a book of business that drives referral volume and revenue.
- Advise and educate clients on the home-buying or refinance process and how to better manage their mortgage.
- Consult with clients and analyze their financial situations to determine the appropriate loan product to achieve their goals.
- Evaluate client financial status and documents including their credit, employment, income, assets and property to ensure they qualify for financing.
- Assist clients through the loan process from application to closing including resolving any client concerns.
- Cultivated relationships with mortgage referral sources to effectively promote benefits of partnering with Rocket Mortgage.
- Delivered exceptional client service to every referral source and client, enhancing satisfaction and loyalty.
Home Mortgage Consultant
Wells Fargo Home Mortgage
Tempe, AZ
03.2015 - 08.2020
- Inform prospective and existing customers of WFHM programs, rates, policies, underwriting requirements, and loan procedures.
- Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk.
- Enhanced visibility for WFHM in the marketplace through targeted outreach and relationship building.
- Understand real estate appraisals, title reports, and real estate transactions.
- Analyzed financial and credit data to align customer needs with suitable loan programs and associated risks.
- Pursued Wells Fargo training offerings to deepen understanding of products, policies, and underwriting requirements.
- Executed various tasks to support team operations. as needed and required.
Business Consultant
American Express
Phoenix, AZ
02.2014 - 12.2014
- Contacted small business owners through targeted outbound calls using lists provided by American Express.
- Maintain high levels of products and service knowledge: clearly communicate appropriate product features and benefits and other elements of American Express OPEN small business.
- Communicated product features and benefits of American Express OPEN small business, maintaining extensive product and service knowledge.
- Managed pipeline of prospective customers to ensure consistent follow-up and engagement.
Mortgage Loan Processor
Chase Bank
Phoenix, AZ
01.2013 - 02.2014
- Prepare and process mortgage loans to closing.
- Issued disclosures to ensure federal regulatory compliance.
- Reviewed rate locks and point objectives to confirm accuracy and alignment with loan conditions.
- Assure all pricing and fees are accurate on all transactions.
- Order appraisals, title and credit documents.
- Review all related loan documents; title insurance, flood, tax certification and surveys.
- Submit file to Underwriting for final loan approval.
- Coordinated with borrower and loan officer to ensure all documents met loan conditions.
CAS Supervisor
Chase Bank
Phoenix, AZ
11.2009 - 12.2012
- Oversee and lead a team of 15+ agents.
- Managed and reviewed team's pipeline to ensure efficient case processing.
- Ensured compliance with investor guidelines regarding foreclosure processes.
- Provided clients with bankruptcy, repayment, forbearance, and collection options tailored to individual circumstances.
- Addressed all customer concerns and issues.
- Ability to train, develop, manage and motivate staff.
- Conducted daily, weekly, and mid-month meetings to align team goals and track performance.
- Address corrective action, terminations and human resource related issues.
- Effectively interview candidates and new hire processes.
Team Lead
Chase Bank
Phoenix, AZ
03.2008 - 11.2009
- Guided agents in meeting department standards through regular training.
- Monitored calls and account reviews, conducting one-on-ones to provide targeted feedback.
- Assist with escalated issues, customer inquiries, approved 3rd parties and foreclosure attorneys.
- Assisted with escalated issues, customer inquiries, and collaborated with approved 3rd parties and foreclosure attorneys to resolve complex cases.
- Conduct roundtable new hire interviews.
- Communicated results, progress, and identified areas of opportunity to team supervisors for strategic improvements.
Loan Originator
Allegro Financial
Phoenix, AZ
04.2005 - 02.2008
- Established client relationships to enhance customer base.
- Consulting with client's mortgage programs for purchase, refinance and/or home equity options.
- Advised clients on mortgage programs for purchases, refinances, and home equity options.
- Demonstrate strong interpersonal, exceptional customer experience throughout the process.
- Provided exceptional customer experience through strong interpersonal skills.
- Gained knowledge of local real estate market trends, focusing on investor, foreclosure, and short sale guidelines.
Education
Associate of Science - Electronic Engineering
ITT Technical Institute
Henderson, NV06-1999
Skills
- Management
- Financial advice
- Market Analysis
- Client Communication
- Prospect Leads
- Client Acquisition
- Loan Consultation
- Adaptability
- Educating Clients
- Financial Assessment
- Loan Proposals
- Loan Products
- Financial Guidance
- Lead Generation
LANGUAGES
Spanish
Timeline
Loan Officer
CMG Home Loans
01.2026 - Current
Account Executive
US Money Reserve
06.2023 - Current
Senior Banker
Rocket Mortgage
09.2020 - 05.2023
Home Mortgage Consultant
Wells Fargo Home Mortgage
03.2015 - 08.2020
Business Consultant
American Express
02.2014 - 12.2014
Mortgage Loan Processor
Chase Bank
01.2013 - 02.2014
CAS Supervisor
Chase Bank
11.2009 - 12.2012
Team Lead
Chase Bank
03.2008 - 11.2009
Loan Originator
Allegro Financial
04.2005 - 02.2008
Associate of Science - Electronic Engineering
ITT Technical Institute