Gilbert Orejuela Jr Email & Phone Number

Huntington Beach, CA, US

Orange County, California, United States

Subject matter expert in application management from interview to funding, income calculations, loan restructuring, documentation requirements, and creative problem resolution.Policy documentation and company standards for processing and training manualsElite Processor Certification and Program implementation, new program development and roll outProcessor.

Costa Mesa, California, United States

• Partner with Sales to ensure mortgage applications are originated efficiently so that loans are in compliance with all Company and regulatory requirements, especially as it pertains to processing
• Train, develop, and enhance performance management for a team of Processors, meeting with them on regular basis to ensure open, productive communication.
• Review files for compliance with underwriting guidelines, and state and federal reporting guidelines
• Manage pipeline priority list
• Speak to clients and update them on their application in process
• Ensure all loans advance on the established timeline in order to close on time

Santa Ana, California, United States

Orange County, California, United States

Placentia, CA

Provide mentoring and coaching to support staff to better handle their roles for optimal performance while also seeking to implement new policy and procedures to ensure streamline processing and file completion. Oversee the maintenance and management of the pipeline for loan processing department.Carry out day to day supervision of loan processing area and.

San Francisco, CA

Successfully managed five branches as subject matter expert and active member in supporting branch growth and goals to ensure sound operational understanding and implementation of operational procedures (Four In-stores & one Campus On-site).Carried out analysis and actively coached branches on current & optimal cash levels depending on traffic, holiday.

Lakewood, CA

Developed new businesses and expand existing customer relationships.Assessed and handle customers’ banking needs, obtain and processed customer/account information and sold bank deposit and loan products and services. Referred clients for brokerage products to Financial Specialists or appropriate Financial Consultants/Partners.Spearheaded activities such.

Ontario, CA

Oversaw supervisory duties and coordinating main sales associate which successfully ensured banking center goals were achieved and exceeded.Utilized an excellent marketing expertise in offering and selling financial products and services to both consumer and small business customers. Established, developed, retained and deepened long-term relationships.

Ontario, CA

Built a strong and long lasting relationship with customer which successfully fostered customer satisfaction and retention.Carried out basic customer/business transactions while also identifying customer problems and providing effective solution.Adhered strictly to regulatory requirements such as Anti-Money Laundering and Bank Secrecy Act policies.

Successfully carried out tasks such as ringing up customers, alphabetizing CDs, DVDs, and books and also placed products in appropriate locations.Utilized an excellent customer serviced expertise when assisting customers find their selection either in the store or through special ordering and cross selling viable merchandise.Oversaw the closing and opening.