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Professional Summary

Driven Mortgage Loan Officer and Sales Proffesional with a track record in mortgage home lending products and Sales. Demonstrates strong interpersonal skills and exceptional service throughout the sales process. Client-focused Sales Representative with 25 years of providing solutions to customers.

Skills
  • Mortgage Product knowledge
  • Encompass Mortgage Software
  • Calyx Mortgage Software
  • Experienced Sales negotiations
  • Goal-Oriented/Sales Driven
  • Proficient in MS Office
  • Multilingual Spanish/English
  • Excellent communication skills
  • Forward-thinking
  • Self-directed mindset
  • Practices due diligence
  • Strong customer relations
  • Verbal/written communication
Work History
Senior Mortgage Loan Officer, 06/2016 to Current
Mortgage Group Fairfax, VA
  • Explained different types of loans pertaining to client situations.
  • Worked with underwriters to fix application problems and resolve issues..
  • Reviewed loan files and updated them to match current standards.
  • Fielded customer complaints and provided solutions.
  • Met with clients to generate new business.
  • Answered telephone inquiries on Mortgage loans.
  • Maintained friendly and professional customer interactions.
  • Developed prospects for new loans by conducting 50-75 cold calls weekly.
  • Developed and maintained relationships with local real estate agents.
Mortgage Consultant, 10/2016 to 06/2017
Florida Mortgage ConsultingOrlando, FL
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Compiled database of loan applicants credit histories, corporate financial statements and other financial information.
  • Reviewed and edited loan applications to ensure accuracy.
  • Credited for playing key role in generating over $8.25 million in 6 months in revenues.
  • Maintained friendly and professional customer interactions.
  • Responded to client concerns and questions about credit scores and methods to improve numbers.
  • Evaluated credit reports to uncover problems and develop strategies for consolidating and reducing client debt.
Retail Store Owner, 01/2015 to 03/2016
The Winey Wench of OrlandoOrlando, FL
  • Ran the Day to Day Business for the Company
  • Taste Test Wines With Vendors, Marketing, Payroll, Do Displays for the Wine of The Week.
  • Supervised and directed all merchandise and shipment processing.
  • Strategically scheduled team members to maintain optimal staffing levels at all times.
  • Fostered a positive work environment by consistently treating all employees and customers with respect and consideration.
  • Resolved all customer complaints in a professional manner while prioritizing customer satisfaction.
  • Cleaned and organized the store, including the checkout desk and displays.
  • Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.
  • Set and updated weekly work schedules to meet coverage demands by considering factors like expected customer levels, planned promotions and individual employee strengths.
Small Business Owner, 05/2010 to 04/2014
Triple M Pest and Lawn Service Ocoee, FL


  • Safely operated mowers, edgers, weed eater, Back pack blowers, chain saws, gas and electric clippers, sod cutters and pruning saws.
  • Negotiated yard design plans with clients to secure business options and set an expectation for top-quality landscaping results.
  • Advised clients on yard design techniques and plant placement to inform and educate on innovative approaches and improve customer satisfaction standards.
  • Kept site work safe and in line with budget, schedule and applicable building codes.
  • Dug trenches, backfilled holes and compacted earth to prepare for new construction.
  • Managed team of 40 personnel focused on providing expert detailing services for our customers.
  • Monitored inventory and reported items to be restocked for each job.
  • Met production goals by maintaining cost effective levels of spare parts inventory.
  • Followed company procedures to maintain work environment in a neat and orderly condition.
  • Promoted shop safety by working in a safe manner.
  • Maintained compliance with company standards to perform all maintenance activities.
  • Requisitioned new supplies and equipment.
  • Provided outstanding customer service.
Mortgage Broker Business Owner, 11/2003 to 12/2010
Affordable Mortgage Solutions, IncOcoee, FL
  • Generate Sales on a monthly bases of 8 to 10 Millions a Month.
  • Actively ran the day to day business of a mortgage office consisting of a team of 15 employees.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Met with realtors on a continued basis to earn their business and listen to their needs to help them close more loans.
  • Worked directly with various mortgage Companies
  • Brokerage successfully closed an average of 45 loans per month.
  • Attended home shows and represented company at events.
  • Collaborated with different lenders to find the best possible deal for homebuyers.
  • Explained the entire mortgage loan process, including payment terms to the borrower.
  • Evaluated borrower financial information, including pay stubs and credit history to determine loan possibility.
  • Established strong relationships with borrowers, which helped to forge new business opportunities.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Ensure positive experiences to all Customers
  • Mentor other in methods that could help them get new Clients.
  • Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases and Refiancing.
  • Converted prospects to closed sales for clients located throughout Central Florida
  • Met all monthly and quarterly sales goals.
  • Created and implemented marketing plans to drive sales.
  • Generated listings from sales and rental properties through cold calls and referrals.
  • Worked closely with clients to get the appropriate loans, inspections and credit reports.
  • Developed and maintained relationships with clients after closing for Referrals.
  • Remained updated with the latest information related to mortgage products and services being offered.
  • Attracted new mortgage loan applications by developing relationships within the community.
  • Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
  • Explained the legal aspects of the loan to the borrower as well as the payment terms and clauses to them.
License

Florida Licensed Real-estate Agent License # SL
Florida Licensed # W175628 , 214 Life and Annuity Insurance Agent,
NMLS #376513,
Virginia MLO License # 37246VA, Florida License # LO52496,

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Professional Summary

Reliable, dependable, Clinical Medical Assistant with training in front and back office procedures. Able to work in a fast-paced environment handling patient charts, administering medications, vital signs and insurance verification. Established record of creating positive rapport with peers and co-workers. Seeking a full time position at a medical office or facility to provide quality patient care.

Certifications
  • AED/BLS/CPR Certification through American Heart Association
  • Workplace Bloodborne Pathogens through National Safety Compliance
Skill Highlights
  • Chart preparation
  • Documentation procedures
  • Calm and level-headed under duress
  • Quick problem solver
  • Medical Terminology
  • Valid CA driver's license
  • Reliable transportation
  • Healthcare billing
  • Clinical training
  • Medical instrument sterilization mastery
  • Flow sheet charting
  • ABCs of Filing
  • EKG
  • Suture removal
  • Ear drainage
  • HIPAA/OSHA Compliance
  • Abides by infection control standards
  • Medical Assisting
  • Strong medical ethic
  • Strong clinical judgment
  • Problem resolution ability
  • Snellen Chart
  • Computerized charting
  • Enthusiastic caregiver
  • Vital Signs
  • EMR
  • CPT/ICD-10 Coding
  • Venipuncture
  • Hematocrits
  • Urinalysis
  • Specimen Collection
  • Injections
  • Patient/Family focused
  • Wound cleaning/care ability
Professional Experience
Santa Clarita ENT March 2017 to Current Clinical Medical Assistant
Lancaster, CA
  • Completed 160 extern hours of clinical rotation
  • Extern-To-Hire
  • ​Greet patients and direct to appropriate personnel
  • Answer busy phones; set and reconfirm appointments; respond to voicemails
  • Request authorizations
  • Verify patient insurance benefits and check eligibility prior to appointments
CSU Northridge September 2010 to November 2011 Interlibrary Loan Assistant
Northridge, CA
  • Exceptional Customer Service
  • Responsible for providing consultations to patrons regarding document delivery and online databases
  • Responsible for lending and borrowing ctivities
Education and Training
High Desert Medical College 2017 Clinical Medical Assisting Lancaster, CA
  • Student of the Month
  • Academic Excellence Awards
Antelope Valley College Liberal Arts & Sciences Lancaster, CA
  • Dean's Honor Roll 3.9 GPA
 
References Available Upon Request

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Professional Objective
To acquire a challenging and rewarding position as a Volunteer Services Manager utilizing my compassion for people and animals, as well as ethical work practices to add value and growth to the company.  Seeking position with career growth potential.
Skills
  • Outstanding customer service skills
  • Organized and detail oriented
  • Cross-selling
  • Managing multiple projects
  • Word and Outlook experience
  • Dedicated team player
  • Complaint handling and problem resolution
  • Office support (phones, faxing, filing)
  •  Bilingual and Bi-Literate (Spanish)
  • Filing and archiving
Work History
Caregiver, 09/2016 to Current
In Home Supportive Services San Bernardino, CA
  • Respond appropriately to the physical, emotional and developmental needs of patient.
  • Help patient move in and out of beds, baths, wheelchairs and automobiles.
  • Schedule and accompany client to medical appointments.

Local Outreach Administrative Coordinator, 08/2015 to 05/2016
Water of Life Community Church/CityLink Fontana, CA
  • Maintained the Directors calendar and appointments.
  • Monitored and trained employees and volunteers.
  • Planned and coordinated materials for meetings, outreaches, ministries, volunteer and staff events.
  • Ordered and distributed office supplies while adhering to a fixed office budget.
  • Oversaw facilities and maintenance responsibilities.
  • Determined our guests needs and assisted accordingly with compassion.
Receptionist, 02/2015 to 10/2015
Water of Life Community Church Fontana, CA
  • Effectively managed a high volume of inbound calls by providing information and directed calls.
  • Greeted individuals entering organization.
  • Maintained knowledge of staff movements in and out of organization.
  • Provided clerical support for special projects.
  • Addressed and resolved complaints with empathy and professionalism.
Manager on Duty/Sales Associate, 08/2013 to 12/2014
Massage Envy Spa Claremont Claremont, CA
  • Oversaw and managed daily operations of the spa clinic, sales associates, massage therapists, and esthetician staff.
  • Provided excellent customer service to members and guests by answering phone calls, setting appointments, and greeting members/guests upon arrival.
  • Sold memberships and provided thorough knowledge of products and promotions.
  • Provided an unwavering commitment to customer service with the ability to resolve complex issues and win customer loyalty.
Lead Massage Therapists, 07/2007 to 08/2013
Massage Envy Upland Colonies Upland, CA
  • As a team leader I modeled exceptional customer service skills for the entire clinic staff to emulate.
  • Performed quality customized massage therapy to members and guests in a variety of modalities with empathetic care.
  • Assisted in the hiring process of top massage therapists.
  • Mentored therapeutic staff in a respectful and honest manner, effectively communicating and helping to create habits of success for every therapist.
Loan Assistant, 08/2004 to 06/2006
Premier Service Bank Riverside, CA
  • Aide to loan officers and interpreter.
  • Submitted loan applications to the underwriters for verification.
  • Complied database of loan applicants credit histories, corporate financial statements, and other financial information.
  • Maintained strict confidentiality of bank records and client information.
Education
Massage Therapy Certification: 2006
Bryman College - San Bernardino, CA

High School Diploma: 2000
Rialto High School - Rialto, CA
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Professional Summary
To pursue a full-time career with the opportunity of advancement while still working as a team.
Core Qualifications

Bilingual Spanish skills

Practice confidentiality and integrity

Reviewing and researching financial transactions

Type 80 wpm, 10-key by touch, Excellent computer skills

12 years of cash-handling experience and preparing deposits

4 years of accounts receivables 3 years of preparing monthly employee schedules

  • Excellent speaker and enjoy presenting
  • Proficient in Epic, Star, Encompass, Netace, Microsoft Word, Excel, PowerPoint, and Outlook
  • Understand customer service is essential to the mission Possess superb multi-tasking skills, am a quick learner, and work well with others
Experience
Patient Financial Services Representative 05/2014 to Current Yuma Regional Medical Center Greet and screen visitors and telephone calls, review and disburse correspondence, research payments for all appropriate departments, process and approve patient payments, review patient bankruptcy requests, assist patients with financial assistance, review and process refunds on patient accounts, post deposits for accounting department, perform daily cash deposits, review Pre-Natal patient accounts and submit appropriate adjustments.
Member Service Representative 07/2012 to 10/2013 Navy Federal Credit Union Screened membership applications and determined their eligibility; processed deposits, withdrawals, loan payments, cash advances, issued Visa gift cards; identified members and ensured received checks were acceptable; opened/closed accounts; processed check re-orders, stop payments/special handling and reissuing, reinstating and canceling debit cards. Answered member's questions regarding provided services and performed a variety of account maintenance; processed bank wires, Western Unions, and ACH originations; updated and/or corrected records and system displays. Processed members personal loans, vehicles loans, overdraft protection, and credit card applications; obtained payoff information on existing loans, verified employment, and additional information as requested.
Loan Assistant 01/2012 to 05/2012 American Internet Mortgage Assisted borrowers in completing online or telephone applications for mortgage refinance and purchase loans, reviewed and submitted the applications through an automated underwriting system, processed lock requests, provided borrower's with pre-approval and commitment letters, processed appraisal payments and refunds, processed adverse actions, adhered to underwriting guidelines when reviewing a file, reviewed signed purchase contracts, and assisted all other team members with any other needs.
Retail Sales Representative 10/2006 to 09/2011 Verizon Wireless Acted as a consultant to new and existing customers in all their wireless needs, met monthly sales quotas to increase revenue, promoted and demonstrated new devices and services available, performed account maintenance such as troubleshooting of devices and billing questions, held the titles of Inventory Specialist, Merchandising Champion, Data Champion, NPS champion, R2B Specialist, assisted in all opening and closing duties of store including preparing cash deposits, and also trained all new team members in store.
Teller 02/2005 to 07/2006 Wells Fargo Bank Met sales quotas on a daily basis, including getting customers to open new checking, savings, line of credits, home mortgages, and loans, provided excellent customer service at all times, processed customer transactions, ATM deposits, Night-drop deposits, Treasury Express Deposits, Cash Advances, issued Savings Bonds and Travelers Checks, performed daily closing duties which included securing vaults, cash drawers, checked digital surveillance, trained new team members, and above all worked together as a team with all other staff.
Education
Public Administration Northern Arizona University

Will obtain a Bachelor's of Public Administration from Northern Arizona University in December 2016.

Associate's: Business Administration 2010 Arizona Western College
High School Diploma 2003 Yuma High School
Languages

Intermediate Spanish: Speak, Read, Write

Basic French: Speak, Read

Skills

Cash Handling, Operating Standard Office Equipment, Mail Machine, Closing Duties, Sales, Account Maintenance, Cash Deposits, Billing, Inventory, Merchandising, Retail, Wireless Sales and Technical Support, Processing Loans, Payments, Multi-Line Telephone, Customer Service, Receptionist, Reviewing Credit, Credit Cards, Stop Payments, Accounting, Adjustments, Bankruptcy, Correspondence, Financial Services, 80 Wpm, Accounts Receivables, Excellent Computer Skills, Microsoft Word, Outlook, Powerpoint, Excel, Epic, Star, Encompass.