James Arnold Email & Phone Number

San Diego, California, United States

• Generated 400 leads per month for contacting and recruiting Financial Advisors.• Participated in the broker check process on FINRA to ensure lead qualifications.• Managed company books with QuickBooks Online and assisted the president with daily financial tasks.• Performed monthly bookkeeping tasks including categorization, reconciliation, Final reviews.• Generated monthly and annual financial reports (P&L, B/S) for the business.

• Teamed up with Loan Officers, Underwriters, Closing Teams, Appraisers, and Title Companies to ensure closings were on time and completed as smoothly as possible.• Promoted quickly to process more complex loans and maximize earnings based on output hurdles.• Processed cash-out/no cash-out refinances accurately for primary and investment properties, as well as Second Homes.• Utilized Encompass, working comfortably with pipelines in excess of 25 loans, running mainly DU/LP on Automated Underwriting System.• Familiar with using Equifax to confirm SSA identity, tax transcripts and income verifications.• Communicated effectively with frustrated customers and provided proper solutions.

Assisting over 100 college students on various levels of mathematics with a focus on homework and exam preparation.

• Developed excellent customer service skills by helping over 100 customers a day to help locate their desired merchandise during busy seasons.• Addressed and resolved customer complaints professionally with team members to provide best service for Big 5.

Performed background checks on numerous investors/investees to provide risk assessment for both parties.• Communicated with the supervisor daily via phone, email or in person.• Debugged website interface, performed trouble-shooting, and updated website accordingly.• Investigated each client’s professional portfolios by using SEC, FINRA, and other resources to develop a Bad-Actor Check.