Daniel Palermo

  • Antelope CA

Mortgage Consultant

Work History

Work History
May 2007 - Present

Mortgage Consultant

Applied Financial Services

Obtained CA Brokerage License to facilitate California mortgage / STRENGTHS Self-motivated, Adaptive to change, Embrace challenges, Problem Solving, Detail-oriented, Flexible, Teamwork-associated, Quick learner, Success driven, Competitive REFERENCES Examples of clients, business partner relationships, affinity groups, and primary referral sources, include but not limited to: ● Vice President of Senior Client Manager Global Commercial Banking, Bank of America ● Vice President of National Solar Sales, Solarcity Corp ● President / CEO CAL CIMA ● President, McDonough Construction and Go203k.com ●President Prato Real Estate ●President, CEO JM Environmental ● Placer County Realtor of the Year, Masters Club Life Member ● Special Unit, Bakersfield Police Department ● Seargent and CSI Division Sac Sheriff's Department ● President, Western Water Features, Inc ● National Sales Manager, Parts Unlimited LLC 3 real estate transaction through own business and DBA, Daily tasks were Mortgage Loan Origination, Appraisal review and compliance, processing, research and requests, Market analytics, Marketing, Prospecting, Networking, and database management. negotiation, and processing of agreements. Clientele included renters, new and existing homeowners, and Investors. Accomplishments ● $350,000 total net revenue in 2009 ● Legal descriptions of real property. Market analytics. Marketing, Prospecting, Networking, to existing database. ● Developing referral relationships. Experience in 203k, VA, 20 acre properties, Investment, FHA, and Federally mandated Making Homes Affordable.

Sep 2013 - Jun 2014

Mortgage Professional

WJ BRADLEY MORTGAGE CAPITAL, LLC 

Development of a lead-generated sales division with primary emphasis in growing purchase market production,independently. Functions involved the increase purchase market loan volume by utilizing existing database, establishing new realtor relationships as referral sources, xperience in new and existing home sales production. Accomplishment ● Independently generated $1m in home sales volume / mo ● Manage sales, origination, processing and close of escrow throughout the new home purchase process. ● Independently manage database of past clients. ● Advise on loan products and qualifications. ● Establish and maintain realtor relationships. ● Meet with clients in person, complete loan applications, collect loan documents. ● Attend networking functions to grow referral network

May 2012 - Sep 2013

Experience was focused primarily in mortgage banking, as a loan officer / loan originator and past client database to originate, sell and close conventional, FHA (“Full Eagle” designation) and VA residential home loans through in-house, mortgage banking platform, purchase contract negotiation, structure multi property contingent sales contracts, and provide lease agreements. Accomplishments ● 2013 - 18 million in closed volume ● #1 in Branch August 2013 ● Top 5 producer average in branch average volume 2 million / 8 units per month 80% inbound / 20% referral. ● Obtained Arizona NMLS licensing / successfully closed 10-20% of volume in AZ.

Education

Education
Feb 2012

Federal NMLS Licensing / MLO 

National Mortgage Licensing Systems

NMLS#889237 NMLS CA State Licensing 2012 NMLS#889237 NMLS AZ State Licensing 2013 NMLS##0923202

Dec 2007

Broker License, State of CA

CA - DRE

License number 01396997 

CA-DRE Salespersons Lic State of CA 2003 #01396997

May 2001

Business Marketing

CSU, Sacramento
May 2001

BA/Business Coms 

CSU, Sacramento