Erik Boase Email & Phone Number

Los Angeles, California, United States

Conduct one-on-one counseling sessions with clients seeking homeownership assistance. Provide information and guidance on HUD programs, including FHA loans, down payment assistance opportunities, and homeownership education.Develop personalized action plans based on individual client needs and circumstances. Educate clients on budgeting, debt management, savings strategies, and other relevant topics. Deliver comprehensive financial education to clients, covering topics such as budgeting, credit management, and various homeownership topicsAssist clients in understanding the financial implications of homeownership and making informed decisions.Build productive relationships with Bank Partners and community organizations for shared client referrals.Offer both virtual and in-person workshops as requested.

Los Angeles Ca

• All aspects of credit underwriting including credit report analysis, customer employment & address verifications. • Compile and verify all account paperwork is accurate including Customer Contracts & Titles for compliance purposes.• Analyze customer Stips for validity (not fraudulent) and in general assuring that the deal “makes sense” for Westlake to put on the books. • Interacts with customers, dealers, field reps, and various other outside entities (employers, other creditors, etc) to fully investigate and disposition the deal.

Los Angeles

I assess auto loan applications that have been submitted from dealerships nationwide. I pull credit then check the ability of the customer to repay and evaluate loan collateral. My role is to protect Westlake, its investors, and dealers from potential fraud. I am accountable for loan performance through tracking of early charge offs and credit adjusted yield in my portfolio of approvals.

Los Angeles Ca

Routed customers to dealerships, educated customers of loan prerequisites while structuring financing to fit individual customer requests.Brokered and refinanced subprime auto loans for new and returning Westlake customers. Documented and distributed monthly sales goals forecasted month over month growth for the department.Assisted with loan underwriting, verification, and processing. 2014 “Century Club Award” - Exceeded monthly production goals for new loans and returning business.

Walnut California

Managed Enterprise Rent-A-Car accounts receivable and accounts payable. Focused on logistics by assuring that vehicles were professionally maintained. Ensured customer satisfaction by focusing on current accounts and personal records.Formally presented a new way to increase retail sales to area managers of the company.

Earned 100 point score on sales floor “mystery shopper” audit by offering all products and services.Maximized consumer experience by addressing inquiries regarding the purchase of new electronics. Revised sales figures and made adjustments to increase margins on products sold within the company.