PROFESSIONAL EXPERIENCE

JPMorgan Chase, Laguna Niguel, CA March 2010 - Present

Loan Officer,

Fully supporting the branch and each of its employees by being present to all morning huddles, knowledgeable about our industry and easily accessible when off site. Capitalize on the branch traffic by maximizing walk-in opportunities in addition to reaching out to the branches’ current book of business. Taking advantage of all tools available in order to close Refinances and Purchases in both the FHA and Conventional arena. Keeping my branch educated and up to date with all mortgage guidelines and changes; helping them to recognize a solid mortgage opportunity when they see one.

Accomplishments:

Within 6 months of employment, I was promoted to a “High-Opportunity” branch
Top loan officer in for my region in November 2010 ($2.7M) and again in June 2011 ($3.4M)

Pacific Union Financial, Santa Ana, CA January 2009 – March 2010

Account Executive,

Frequently prospects new business via referrals, phone and in person. Large focus on current account relationships. Thorough loan management from start to finish with occasional problem solving. Conducted training sessions both in person and on conference calls with my brokers to go over product updates and best practices that might help them with their customers.

Accomplishments:

Frequent top salesman
At the time that I left, I had funded more in loan volume than any other AE in my region

JPMorgan Chase, Orange, CA March 2007 – November 2008

Account Executive,

Maintain relationships with over 35 different mortgage brokers. Meet both in person and via phone conferencing with all clients regularly. Give initial presentations to clients to explain the details about our software, our niche, and why to use us. Strives and exceeds both monthly and quarterly goals. In charge of acquiring new broker accounts as well as continue to manage all existing accounts. Non-stop customer service as well as technical support and training on all Chase tools.

Accomplishments:

Received “Rising Star” award after first year.
Consistently in the top ten percent of Account Executives nationally
Brought many brokerages “back from the dead”. Three of which went on to fund $3M per month regularly.

Pipeline Suite, Irvine, CA August 2005-March 2007

Sales Manager / Account Manager,

Conducts project management. In charge of acquiring new clientele. Maintaining existing accounts and customer service. Technical support. Database management. Oversees all importing and exporting of data.

Accomplishments:

Consistent Pipeline Suite’s Top Salesman
Helped company restructure trial software plan to increase sales

Mortgage Sense, Lake Forest, CA June2003-August 2005

Loan Officer,

Origination of new loans daily by means of cold calls and marketing myself. Managed each loan from origination to close of escrow while ensuring customer satisfaction. Specialize in primary residence, non-owner occupied and second homes, with purchases, cash-out and rate and term, using both FHA and Conventional loans. Experience consulting and pricing with over 140 different lenders. Responsible for maintaining contact and relationships with clients , setting appointments, delivering and explaining loan products, as well as educating customers on changing markets and rates.

Accomplishments:

Top Team Salesman repeatedly
Organizational skills and determination a pay raise for my team within 2 months

EDUCATION

Bachelor’s Degree (Business/Management) Currently in progress

Licensed by the Department of Real Estate 01422803 Since 2004

Monte Vista High School Graduated 1999

COMPUTER SKILLS

Microsoft Windows®, Microsoft Word, Microsoft PowerPoint®, Microsoft Outlook, Microsoft Money, Microsoft Excel, Adobe Dreamweaver, Adobe Photoshop, Calyx Point, and IBM Lotus Notes

References Available Upon Request