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.