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Last Updated: Nov 22, 2024
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Wells Fargo Home Mortgage August 2015 – Present (2 years 2 months) Senior Mortgage Banker May 2011 – August 2015 (4 years 4 months) ï Originate mortgage loans from referral sources as well as from company provided leads utilizing lead management software ï Interview applicants, analyze financial information, educate and recommend appropriate loan products for clients goals and needs ï Gather all documentation, pricing, product selection, submit complete loan package ï Assist Operations staff to insure smooth process, maintain customer satisfaction throughout Director of Mortgage Services All California Brokerage, Inc August 2007 – May 2011 (3 years 10 months) ï Oversaw mortgage division of a Real Estate Brokerage with 450 realtors ï Handled training of Realtors in loan products and procedures ï Responsible for getting and maintaining approval with Lenders ï Supervised processing and funding through our sister escrow company ï Reported directly to broker weekly through reports and Encompass pipeline ï Developed monthly "mixer" to recruit Realtors into the loan process and develop relationships between our vendors and Realtors to boost loan and escrow sales ï Built loan officer base from 3 when hired to over 45 ï Increased loan volume from an average of 3 loans a month to an average of 35 loans a month in a declining market |