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Summary

Results oriented mortgage specialist skilled in developing realtor and client connections, originating home loans and closing loans within requested timelines.

Professional Experience

July 2016Current

Mortgage Consultant

Citywide Home Loans
  • Originate mortgage prospects and develop realtor relationships  through innovative marketing strategies and helpful real estate related classes
April 2016July 2016

Mortgage Consultant

Wells Fargo Home Mortgage
  • Originate, develop and close mortgage leads via bank personnel and realtors
  • Sourced, developed and submitted 2 loans within first 40 days
Oct 2014Aug 2015

Mortgage Consultant

First Option Mortgage
  • Coordinate with realtors, escrow staff and closing departments to seamlessly finalize purchase and refinance loans
  • 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)
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
Nov 2007Feb 2011

Insurance and Financial Services Consultant

Country Financial
  • Licensed Life, Health, Auto, Home and Financial Services agent
  • Consistently achieved top 2 quota levels over three year period
  • 2010 - Recognized for producing 40 business units within two months

Education

19911996

Bachelor of Arts, English

University of California, Irvine