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Summary

Results oriented mortgage specialist skilled in developing quick rapport, determining customer desires and pairing clients with an effective financial solution.  Highly detailed with a passion for proactive follow up and high customer satisfaction levels. 

Professional Experience

Oct 2014Aug 2015

Mortgage Consultant

First Option Mortgage
  • Coordinate with realtors, escrow staff and closing departments to seamlessly finalize purchase and refinance loans
  • Effectively coordinate heavy inbound and outbound call and email volume
  • Nurture and grow business relationships with realtors and cultivate client referral business
Mar 2012Sep 2014

Sales Associate

RC Willey Home Furnishings
  • Establish quick rapport with incoming clients to provide home furnishing solutions
  • Consistently achieved sales in excess of $850K annually
  • 2014 - Received recognition for averaging $1140 per sale (20% higher than average)
  • 2013 - Ranked top 17 out of 75 sales associates
Mar 2011Feb 2012

Financial Advisor

Wealth Strategies Group
  • Offer high level financial planning for business owners and community residents
  • 2011 - Received Client Builder Award within first 60 days
  • 2011 - Qualified for Career Kickoff School (awarded to top producers only)
Nov 2007Feb 2011

Insurance and Financial Services Consultant

Country Financial
  • Licensed Life, Health, Auto, Home and Financial Services agent
  • Cultivate and grow financial and insurance relationships with business owners, realtors, mortgage lenders and community residents
  • Consistently achieved top 2 quota levels over three year period
  • 2010 - Recognized for producing 40 business units within two months
Feb 2006Jul 2007

Business Development

TitleOne Escrow
  • Cultivate  and nurture outside business relationships with realtors and mortgage lenders
  • Oversee and grow marketing efforts for designated territory

Education

19911996

Bachelor of Arts, English

University of California, Irvine