Lorenzo Gonzales Email & Phone Number

San Diego Metropolitan Area

Del Mar, California, United States

• As a Account Executive and a seasoned loan processor/closer, I use my knowledge and experience to make sure that the brokers I work with, receive the highest level of superior service. Our products and rates are.
• Introduce FundLoans Capital’s loan programs and services to qualified mortgage brokers and partners
• Win business through deepening contact networks within new and existing accounts
• Evaluate whether clients qualify under the company’s guidelines and assist them in becoming an approved FundLoans partner
• Maintain and grow a loan pipeline by working collaboratively with operations and support personnel
• Submit clean and complete documentation for all broker and loan approvals

San Diego County, California, United States

• Provide strong communication and support to Customers, underwriting and loan officers to clear stipulations needed
• Set-up and maintain loan file in Encompass
• Request change of circumstances in a timely manner
• Interact with Consumers and Mortgage Loan Originator to obtain all necessary documents; Collect, prepare and process loan documents, including ordering appraisals, title, and flood verifications
• Identify potential issues discuss with Loan Originator, Management and Underwriting
• Carefully review all conditions and determine if documents satisfy requirements prior to submission to underwriting

San Diego, California, United States

• Educate members that the YMCA is a non-profit charitable organization
• Conduct member interviews with the intention of connecting members to membership and programs based on individual interests and goals
• Monitor access to facility by ensuring members and participants check-in upon arrival to the facility
• Answer all incoming phone calls in a courteous and timely manner; route incoming calls to appropriate departments and staff
• Maintain working knowledge of branch and association programs in order to communicate and share information to members and participants
• Greet, interview and tour future members using cause-driven sales and engagement techniques