Aletha Nelson Email & Phone Number

United States

Irvine, California, United States

I advise our customers on effectively utilizing DossDocs.com, handling support questions, and assisting with sharing our feature rich commercial loan documents that include everything you need in a transaction, including all state disclosures, at trade shows.

Remote

Administered excellent customer service to nationwide banks, credit unions and private lenders to provide accurate, timely and custom loan documents for business purpose loans secured by 1-4 residential properties and commercial and multifamily real estate loans utilizing a combination of software and services. Prepared, analyzed and tailored software provided loan documents with extreme attention to detail and typographical accuracy along with the collaboration of real estate finance attorneys to efficiently and quickly deliver loan documents that met the customer’s intentDemonstrated initiative to seek out challenging or demanding assignments including developing training materials and beta testing programs and projects to boost company efficienciesEffectively utilized multiple systems and performed quality control checks on standard support orders

United States

Proven sales experience funding 58+ units | $22M+ in 2021. Cultivated role as internal and external mortgage expert; built and maintained good relationships with customers; and exhibited consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer’s financial needs, goals, and circumstances. Developed strong partnership with the assigned retail branches to promote mortgage loan originations and functioned well within formal and dotted-line reporting relationships

San Diego, Ca

Educated with Chase's complex loan programs and systems Originated bank loans

Greater San Diego Area

Developed and sharpened sales techniques while creating new partner relationships and building an originations pipeline Cold called 40+ realtors per day to set 5+ new realtor appointments per week to generate referral partner relationships Implemented The CORE Training to build sales techniques and provide accountability for enhancing relationships and sales

Greater San Diego Area

Managed 20+ inbound leads and 8+ preapprovals per month while performing executive administrative dutiesSupervised the pre-qualification process and managed the Salesforce DatabaseExecuted monthly Branch and Marketing Expense reportsInitiated co-marketing with Referring Partners and execution of client appreciation events, monthly mailers, and closing gifts to customers

Collaborated in firm’s expansion from local brick and mortar firm with 5 attorneys and 600 clients to a fully electronic national practice with 130+ attorneys and 14,000+ clients Directed paralegal department daily operations and clerical supervision while administering 500+ emails and 200+ mailings processing client packets, medical records, appeals, record submissions, and completion of attorney requests Developed firm policies, procedures, training manuals and videos; hosted training sessions, and created 100+ case template letters, emails, and forms to streamline communication between clients, clerical staff, and Administrative Law JudgesConducted interviews, testing, background checks, employee onboarding, employment verifications and controlled quarterly reports, and annual audits of 50+ W2 and 1099 employees and contract attorneys

Established a book of business generating $800-$1200/month with 42+ five star ratings Course 101, 102 Graduate and Pack Promoter BadgeGenerated 300+ Site views per month with multi-platform marketing

Utilized Quickbooks and reconciled weekly payroll for 20+ employees and expense accounts Organized and executed paper and electronic accounting records and reports

Bachelor Of Arts (B.A.), Sociology, Graduated Cum Laude

Activities and Societies: Phi Eta Sigma National Honor Society The National Society of Collegiate Scholars International Sociology Honor.

Coaching

Personal Awareness And Self-Improvement

Specialized Sales, Merchandising And Marketing Operations

Personal Awareness And Self-Improvement

Landmark Education Graduate January 2014 Self Expression & Leadership Coach January 2015- May 2015