Evan Farley Email & Phone Number

Los Angeles, Ca, Us

Responsible for generating revenue and implementation of sales plan for the territory. This includes identifying and developing new business opportunities and maintaining strong customer relationships.

Pasadena, California, United States

NMLS# 1483266DRE# 02231015

Pasadena, California, United States

In this capacity, I deliver hands-on leadership on loan production and file issues resolution while adhering to applicable policies and procedures. I helped launch a new branch by sourcing prime office space and securing leases. Assisted with transfer of employee licenses, marketing materials, and client databases from Finance of America Mortgage to ensure seamless transition for loan originators.Highlights of accomplishment in this role include:➢Headed transition with a new company after Finance of America Mortgage shut down while managing active clients valued at $12 million.➢Steered successful transition of team to new company while maintaining client base and revenue targets.➢Organized comprehensive training sessions to instruct team member on implementation of new loan origination and CRM.NMLS# 1483266

Greater Los Angeles Area

In this capacity, I managed 150+ time-sensitive projects and 351 total projects with $215 million in volume. I communicated consumer and mortgage advisor pain points to CTO and COO for developing tailored solutions and delivering seamless experience for clients and advisors. I evaluated unique mortgage needs of clients and structured personalized financing strategies. I generated referrals by fostering long-term relationships with seasoned investors, CPAs, attorneys, real estate agents, and first-time homebuyers.Highlights of accomplishments in this role include:➢Decreased closing time from 30 to 16 days and expedited workflow by identifying underperforming areas and implementing impactful process improvement solutions.➢Recognized as top producer among 1.3K in the company (2019 to 2022) and top 1% of mortgage originators country-wide (2019 to 2022) for outperforming established business goals.

Pasadena, Ca

As Private Mortgage Consultant, I delivered sound guidance on residential lending, including assessing tax returns, analyzing bank statements, processing documentation, and closing loans. I designed customized mortgage and finance strategies for high-net-worth private banking clients with up to $10 million in assets to achieve individual financial objectives. I conducted extensive review of personal and business tax returns (1040, 1120, 1120-S, 1065, P&Ls, and Balance Sheets) to support informed decision-making. I collaborated with underwriters and lending managers to ensure seamless completion of loan process.Highlights of accomplishments in this role include: ➢Received positive feedback and recognized by executive management team for managing 47 projects with $27 million in loan amounts.

Atwater Village

As Field Energy Consultant, I conducted client house visits and delivered engaging sales pitches to capture new business development opportunities. I performed initial design, general scope, and cost estimates for engineering design team members. I utilized SketchUp to review homeowner’s electrical usage and financial ROI to assess suitability of solar panels. I communicated with So Cal Edison and LADWP to finalize all projects.Highlights of accomplishments in this role include:➢Maintained position among top 10% while managing portfolio of 20+ consumer accounts, including supporting design, installation, and permitting process through all project phases.

Los Angeles, California, United States

In this role, I headed 50 professionals to oversee retail sales and customer service at flagship location for regional sporting goods chain. I supported CEO in conducting multiple executive store tours for potential investment partners by welcoming visitors and showcasing company’s digital sales platform to investors.Highlights of accomplishments in this role include:➢Outperformed sales and labor targets by implementing merchandising plans, designing floor plans for seven different departments, and coordinating schedule writing for 50 employees.

Bachelor Of Arts - Ba, Business Administration And Management, General

Worked full time while taking classes.

Business Administration And Management, General

Worked full time while taking classes.

Business Administration And Management, General

Education record