*I was the main point of contact for the customer throughout the process.*Reviewed initial customer info against our internal guidelines to confirm they did qualify by calculating income, reviewing assets and pulling credit.*Comfortable reviewing personal taxes returns, business tax returns, paystubs, investment and retirement accounts and unique sources of income.  *I developed a strong ability to review a file, with my strong understanding of the guidelines and math skills, I could structure difficult and complex loans so that they could be approved.*Locked the loan and prepared loan disclosures in accordance with lending guidelines.*Input each file into the loan origination system (LOS) and uploaded appropriate customer documents.*Using consistent follow up I obtained all needed documentation from the customer and prepared the loan package for underwriting on a strict timeline.*Place orders for Title, HOI, HOA, appraisal, etc as needed per file.  *Collaborate and proactively communicated with parties such as the Loan Originator, Lock Desk, Underwriters, Real Estate Agents, Borrowers, Title Companies, Attorneys and Escrow Agents to move the file forward towards closing.*Recorded detailed customer notes during the process and also updated all loan details post loan closing in Salesforce. *Through multitasking and being detail oriented I was able to maintain a constant pipeline of loans between 30-60 at any one time.*Produced 90 Loans for 75 Million Dollars in 2019, 93 loans for 95M in 2020, 99 Loans for 118M in 2021 and 37 loans for 51M in 2022.

2015 - Closed 55 loans for a total of 56.6 mil

Responsible for developing and maintaining channel relationships for Equity Purchase Partners. EPP is a San Diego headquartered real estate investment firm. EPP has helped provide custom foreclosure solutions for clients since 2007.

Tealium is the leader in enterprise tag management, helping marketers solve their big data challenge at its source. Tealium's web-based service makes it easy for digital marketers to deploy and manage their third-party vendor tags, and then correlate the data those tags generate into an actionable source. Using Tealium, organizations can streamline their digital marketing operations, increase the effectiveness of customer acquisition campaigns, and power their big data initiatives. The company differentiates itself through ease of use, scale and performance, and fanatical customer support. Select clients include Petco, Lenovo, A+E Networks, Fox Networks Group, Urban Outfitters, Nokia, NHL, Sony Online Entertainment, and many more. For more information, please visit www.tealium.com.

Originated business loans and supervised a sales team of 2-4 people. Trained sales consultants how to qualify prospects, sell the terms and gather necessary documentation to close the deal. Averaged $21,400 per month in margin.

Manage, assess and negotiate telecom infrastructure leases on a contract basis for national carriers. Responsible for reducing operating expenses at an average of 38% per contract.Generated more than 200k in revenue for MD7 and over 2 million dollars of savings for the client. Top 10% in production for the project.

Wholesale account executive responsible for generating non-prime and Alt-A mortgages. I established and maintained customer relationships, as well as trained clients to use the company’s website and online loan system.