Leonardo Mora Email & Phone Number

San Bernardino, Ca, Us

San Bernardino, California, United States

Collaborate with escrow, title, mortgage companies, real estate agents, brokers, and third-party vendors to facilitate real property transactions. Engage with clients from various sociocultural, educational, and ethnic backgrounds, elucidating document purposes and answering questions. Ensure logistics of staff assignments align with client expectations for completion.

Rancho Cucamonga, California, United States

Provided guidance and coaching to members navigating difficult financial situations, empowering them to establish a solid foundation for financial well-being. Demonstrated exemplary service to both members and colleagues alike. Offered personalized coaching sessions to help individuals chart their unique financial journeys. Developed and delivered actionable plans and resources to support members in accomplishing their short-term and long-term financial objectives.

Redlands

Helped customers attain financial success while fostering enduring and meaningful relationships with consumers and small businesses, positively influencing everyday transactions. Conducted thorough financial analyses to pinpoint the most suitable products for individual customer needs. Effectively managed operational responsibilities while adhering meticulously to current policies and procedures.

San Bernardino

I performed various duties in the Wells Fargo Home Mortgage lien release department, ensuring compliance with company policies and government regulations. My responsibilities included preparing loan release documents, verifying security instruments, and recording fees to counties. I also developed and maintained efficient partnerships with title companies, county offices, internal departments, and other third parties as needed.

Chino Hills, California, United States

Originated purchase and refinance home loans in both conforming and non-conforming sectors at Wells Fargo Home Mortgage, effectively managing a pipeline of loans from pre-approval to real deal stages. Engaged in outbound sales initiatives, utilizing internal and external lead sources to promote exclusive products and services tailored to customer needs. Analyzed intricate financial and credit data, determining suitable loan programs and minimizing risk levels.

San Bernardino, California, United States

Responded to phone inquiries from borrowers in default, analyzing their financial information and credit history at Wells Fargo Home Mortgage to identify trends and mitigate risks effectively. Reviewed investor-specific guidelines to determine eligibility for retention and liquidation options. Conducted weekly team meetings and regularly updated operational plans and performance metrics using Stagecoaches methodology.

Cerritos, California

Proficiently managed incoming calls from a diverse range of clients, spanning small businesses to major corporations. Provided valuable assistance to telecom managers in ensuring the proper provisioning of wireless lines and accounts necessary for operational needs. Facilitated the ordering of equipment and processed bulk payments for clients ranging from small businesses to multi-million dollar corporations and government agencies.

San Bernardino, California, United States

• As a Credit Collections Clerk at San Bernardino County Sun, I played a crucial role in enforcing payment arrangements for classified and retail department representatives. I diligently maintained client account information, ensuring it was up-to-date with daily activity. Additionally, I processed credit applications, assessed credit limits using provided references, and authorized ad releases based on credit history. I was also responsible for compiling thorough reports and packets for collection agencies, focusing on delinquent client accounts to facilitate efficient debt recovery processes.Processed credit applications for clients and established credit limits depending on credit references provided, as well credit releasing ads posted on the queue depending on credit historyPrepared reports and packets to the collection agencies in reference to delinquent client accounts

San Jose, Costa Rica

I effectively managed incoming telephone inquiries from clients, addressing their questions regarding transactions, balances, and upcoming schedules professionally and accurately. I efficiently processed client payments using various methods, such as credit cards or Western Union, ensuring precise updates to their accounts. Additionally, I took a proactive approach by informing clients about upcoming promotions, sign-up bonuses, customer packages, and free contest giveaways, thereby enhancing customer engagement and satisfaction while fostering loyalty to the brand.

El Monte, California, United States

Proficiently maintained up-to-date records of failure-to-appear violations using internal software programs. Coordinated violators' appearances before the Traffic Judge and effectively managed the exchange of correspondence between the judge and violators. Consistently collected funds from failure to appear violations, averaging $1k daily, and deposited them into a local bank. Additionally, balanced ledgers and diligently pursued collection of past due tickets.

Bachelor Of Science - Bs, Business, Management, Marketing, And Related Support Services

Associate Of Arts (A.A.), Business Administration And Management, General