Professional Documents
Culture Documents
OBJECTIVE
I am looking a place where to share and teamwork my experience towards making a significant contribution to the
goals of the company and personal; leader and professional looking always the continuous enrichment.
Management Experience, Customer Service Oriented, Bilingual Spanish and English, Financial terms knowledge, Sales
and Closing Skills (Phone & F2F), Computer literate: Windows, Word, Excel, PowerPoint, etc.; and Industry Specific
software knowledge: Calyx Point, SettlementOne, Typing(40wpm), 10-key by touch, Detail Oriented, Ability to use
Ethical Judgment, Good Interpersonal and Possess the ability to work and grow in a Team Environment,
CAREER - EXPERIENCE
Responsible for Call Center (Loan Modifications) and Salespeople Activities; Where I assisted them from the Initial
Phone Call through the Final Appointment f2f with the client. Supervise Reps of gathering all necessary documentation
completed. Train & Manage 25 Reps to Reach Company Goals. Combine Efforts with Others Depts. to Close the Deal.
Responsible for Originating, Negotiation and Coordinating the closing of Residential and Commercial loans in
compliance with Bank’s lending Policies and Procedures. This includes Credit Check and Income Verification to
determine type of Income Documentation and Program to qualify Borrower. Experience with all mortgages programs;
including lending for Hard Money, Subprime, Alt A, and Prime clientele. Beginning with the originating process until
the closing of the loan, average 4-6 closing a month with average revenue of $8,000- $12,000 per loan closed. And do
the Radio and TV commercial for the Company.
FEB 2005 TO MAY 2006 SALES TEAM MANAGER / SENIOR LOAN OFFICER
NEW KEY LENDING AND REALTY; CERRITOS, CALIFORNIA
Responsible for Loan Officers activities: Training, Originating, Coordinating Procedures, and helping Closed
Residential loans Transactions; Management Field Schedule to originated prospects using different sources such as:
Market’s Display, Swap Meet Space, Contact Real Estate Agents, Farm Market Calls, etc.; Run Credits, Pricing
scenarios, Structure deals to submit to Processing Dept.
Responsible for Originating, Negotiation and Coordinating the closing of Residential and Commercial loans in
compliance with Bank’s lending Policies and Procedures. Generate Prospects from a range of sources like Market’s
Display, Swap Meet Space, Contact Real Estate Agents, Farm Market Calls, etc.; Run Credits, Pricing scenarios,
Structure deals to submit to Processing Dept.
Responsible for Management Procedures for outsider Sales Team, Knowing and Organize schedules of Target Towns
or Areas to visit and arrange Individual Sales Presentations. I Received, Distributed, and Confirmed each appointment
with every sales representative. Day to Day Logging Sales Activities Results of each representative. Verify Sales,
Assist with closing, Completed Money Deposit to Bank, Transmit Clients Info to Main Office to Check Credit and
Approvals.
I was responsible to complete a Daily basis schedule of personal sales presentations, going directly to prospects house
in order to make face to face sale presentations. Fill up Applications, contracts and any apply form. Report Sales to
Office; verify approvals and follow-up the delivery and installation of equipment.