CA: Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act. Operating in the state of California as OriginPoint Mortgage LLC in lieu of the legal name OriginPoint LLC.MA: MLO651896OR: Licensed and Regulated by the Department of Consumer and Business ServicesPA: Licensed by the Pennsylvania Department of Banking and SecuritiesTX: https://www.originpoint.com/texas-consumers-how-to-file-complaint WA:… Show more CA: Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act. Operating in the state of California as OriginPoint Mortgage LLC in lieu of the legal name OriginPoint LLC.MA: MLO651896OR: Licensed and Regulated by the Department of Consumer and Business ServicesPA: Licensed by the Pennsylvania Department of Banking and SecuritiesTX: https://www.originpoint.com/texas-consumers-how-to-file-complaint WA: MLO651896OriginPoint LLC NMLS 2185899 1800 W Larchmont Ave Suite 305, Chicago, IL 60613(855) 997-6468 • originpoint.comEqual Housing LenderFor licensing information, go to www.nmlsconsumeraccess.orgwww.originpoint.com/licensing • www. originpoint.com/privacy Show less

I started in the mortgage industry with Guaranteed Rate in early 2013 after previously working in banking and operations management. Since that time, I've developed my knowledge of guidelines, pricing, products and process while establishing a strong network of clients and real estate professionals. As a first-time homebuyer in 2015, I work with many first-time homebuyers who have a range of questions. Knowledge and communication are the keys for these borrowers. I have experience with… Show more I started in the mortgage industry with Guaranteed Rate in early 2013 after previously working in banking and operations management. Since that time, I've developed my knowledge of guidelines, pricing, products and process while establishing a strong network of clients and real estate professionals. As a first-time homebuyer in 2015, I work with many first-time homebuyers who have a range of questions. Knowledge and communication are the keys for these borrowers. I have experience with a wide range of first-time homebuyer, down payment assistance and low- and moderate-income borrower programs. This helps me qualify more clients and choose a loan program that best suites their needs. Since these buyers have not been through the loan process before, I consider it essential to review the steps and expectations so that there are no surprises.I also work with a large number of clients who are upgrading from their first homes to their "forever" homes. These clients are often moving into jumbo loans, so knowledge of guidelines is crucial to ensure on-time closings. Show less

Implemented SalesForce and developed custom application for children’s medical records companyDesigned operation workflows to improve timeliness of record collections, and met goal of receiving 80% of record requests within 2 weeksStandardized customer notifications and correspondence to improve customer service and increase long-term retentionCreated custom SalesForce architecture to integrate with website in order to automate new client on-boarding and data entryOversaw and… Show more Implemented SalesForce and developed custom application for children’s medical records companyDesigned operation workflows to improve timeliness of record collections, and met goal of receiving 80% of record requests within 2 weeksStandardized customer notifications and correspondence to improve customer service and increase long-term retentionCreated custom SalesForce architecture to integrate with website in order to automate new client on-boarding and data entryOversaw and coached 2 other operations coworkersConstructed multiple reports and dashboards in SalesForce to improve tracking of accounts, collection times and record completeness Integrated SalesForce with services including Desk.com, Box.com, Recurly and ToutApp to ensure data integrity and improve ease of use Show less

Profiled new and existing clients to identify sales and service opportunities and create value from each client interaction Built client relationships through excellent service, strong communication, and personal responsibilityMet sales goals every quarter for both total sales and in each particular category (i.e. credit cards, new accounts, mortgages etc.)Consistently led all bankers in district in small business lending, merchant referrals and commercial real estate lending… Show more Profiled new and existing clients to identify sales and service opportunities and create value from each client interaction Built client relationships through excellent service, strong communication, and personal responsibilityMet sales goals every quarter for both total sales and in each particular category (i.e. credit cards, new accounts, mortgages etc.)Consistently led all bankers in district in small business lending, merchant referrals and commercial real estate lending opportunitiesHelped branch improve from 10th decile in revenue to 1st decile within a year by creating concrete plan to focus on several key areasCoordinated sales techniques and product knowledge with tellers to increase referrals and improve branch and individual salesContributed to branch victories in several long-term sales campaignsCollaborated with branch manager to increase business customer baseCommended numerous times by district manager for exceptional serviceProcessed transactions and reliably handled large amounts of cash; Managed 20 people as assistant manager of concessionsRan day-to-day operations, made purchase orders and tabulated salesManaged 15 people as front desk shift supervisorRegistered new and returning members, tabulated daily sales Show less