Chin Ngo Email & Phone Number

Irvine, Ca, Us

Burbank, California, United States

Act as the primary point of sales and collaboration to assigned clients, and help organize internal teams around specific client needs as it relates to driving account growth. Uncover opportunities for new business, as well as maintain client satisfaction levels in purchased services and products helping EP meet its sales targets.

Irvine, California, United States

Joined Wholesale lending start-up to strengthen growing sales pipeline closing over $100 million dollars in loans in four months. Produced training video tutorials to provide educational resources for clients.• Developed and cultivated solid relationships with 35+ new and existing broker accounts by working cross-functionally with Senior Sales and operations staff ensuring high level customer service and satisfaction.• Utilized expert understanding of Loan Operating System, and clearly communicated information across all departments to deliver quick and timely updates resulting in improved customer experience.• Resolved complex client issues with corrective action plans through extensive knowledge of agency regulatory guidelines.• Grew client base with deep knowledge of industry trends and best practices including regulatory updates, audience targeting, and new loan product offerings.

Santa Ana, Ca, United States

Launched wholesale account managing department and trained junior account managers in strengthening their knowledge of regulatory guidelines, and usage of the loan operating system to better improve client experience.

Costa Mesa, Ca

Number one account manager in 2019 closing over $250 million dollars in loans in one year.

Santa Ana, Ca

Managed a pipeline of over 25+ broker accounts, and operated as a liaison between Account Executives, underwriters, and their brokers ensuring that files move from submissions to funding in a timely manner effectively meeting turn times at every milestone.

Orange, Ca

Utilized interpersonal skills and strong work ethic strengthening client trust, loyalty, and overall client satisfaction of company's services.• Maintained sales contact and pipeline by personally visiting or calling dozens of brokers per day.• Promoted and educated company loan products to potential and existing broker clients successfully generating new loan submissions.• Prior experience with in-house operations allowed for quick resolutions for loan file rebuttals and escalations between in-house operations staff and broker.

Orange, Ca

Prepared dozens Closing Disclosures and final loan documents per day for FHA, Conventional, and VA loans ensuring that borrowers are able to sign on appointed date.• Managed training of doc drawers and junior funders, while confirming Closing Disclosures and documents drawn were in compliance within regulatory guidelines.• Identified negative operational trends of trainees, and initiated proper corrective recommendations resulting in a clean and efficient workflow.• Administered and redistributed workload when necessary to maintain customer service satisfaction and experience.

Orange, Ca

Managed a pipeline of over 150+ loans, and operated as a liaison between Account Executives, underwriters, and their brokers ensuring that files move from submissions to funding in a timely manner effectively meeting turn times at every milestone.• Delivered quick and timely loan updates from underwriter to Account Executive and broker.• Clarified conditions from the underwriter to the broker resulting in submission of clean documentation, and quick underwriting turn times.• Preserved happy relationship with the Broker and the Broker's Processor by responding to emails quickly and efficiently.

Orange, Ca

Monitored campaign leads and funding reports with Velocify CRM system determining the effectiveness of radio, television, and web advertisement.• Carefully organized and distributed 2,000+ leads on Velocify's CRM system.• Created, produced, and maintained daily/weekly/monthly funding reports for efficient and clear overview of monthly and quarterly fundings.• Created, produced, and maintained monthly marketing budget reports to monitor current budget conditions by providing effectiveness for each advertising campaign through dollar spent per audience reached.

Orange, Ca

Facilitated fast and accurate closing by consistently following up with escrow and the broker to request conditions as needed.• Oversaw quick production, process, and electronic delivery of loan documents for borrowers to sign in a timely manner.• Ensured timely pre-funding audit of loan documents for accuracy, completeness, and compliance within state and federal regulatory guidelines.• Reviewed and approved Good Faith Estimates and Estimated HUD-1 to ensure compliance with regulatory guidelines.

Irvine, Ca

Irvine, Ca

Bachelor Of Arts (B.A.), Fine And Studio Arts

Education record