Lucero Perez Email & Phone Number

California, United States

San Francisco Bay Area

• Oversee pipeline and communicate expectations to clients and realtors on the status of pre-approvals and active loans
• Aid in marketing strategies, such as email campaigns and calls, to realtors, previous clients, and prospective clients
• Co-created a mortgage roundtable for top mortgage advisors to discuss strategies to help improve systems and customer satisfaction
• Co-designed presentations for realtors to educate on our products and explain how we differentiate from competitors

San Francisco Bay Area

• Junior partner to top 1% mortgage broker in the nation with sales ranging from $60 million to $100 million+ a year
• Implemented systems to effectively communicate with clients and maximize time
• Analyzed income for all clients, including self-employed clients, contractors, business owners, and investors, to ensure they met the bank and/or investors guidelines
• Managed relationships with clients, realtors, underwriters, escrow officers, insurance agents, Homeowner Associations, appraisal companies, the bank, and investors
• Educated clients on their financing options and researched best product for each client

Oakland - Jack London Square

• Opes Advisors, Inc. is a financial advisory firm with mortgage banking and wealth management services. As a production manager some of my responsibilities were:
• Administered pipeline for 3 to 5 mortgage advisors with a combined monthly sales volume ranging from $15 million to $25 million
• Communicated directly with clients, insurance agents, appraisal companies, and mortgage advisors
• Assessed and organized client documentation to ensure it addressed the investor’s requirements
• Assisted mortgage advisors with calls, scheduling, time management and prioritizing their day based on urgency

San Francisco Bay Area

As a Co-Founder of Skillcircle, I played a pivotal role in creating a platform aimed at helping students and young professionals excel academically and in their careers. Skillcircle provided a range of interactive courses designed to improve skills in high-demand areas such as R-programming, Excel, Algebra 1, ESL, and more. Our mission was to empower.

Santa Clara University

• As Co-President of Corporate Relations at the Latino Business Student Association (LBSA) Foundation, I played a key role in educating and preparing members for success in the business world. Our mission was to equip.
• Providing members with valuable information and resources
• Facilitating networking opportunities with business professionals and alumni
• Cultivating relationships with campus resources and faculty to support members' growth and development.

San Francisco Bay Area

• USANA Health Sciences is a leading health company specializing in high-quality supplements. During my tenure, I worked with two dynamic teams focused on increasing health awareness in the East Bay, San Francisco Bay.
• Promoted to director within the first 6 weeks of joining
• Exceeded qualifications to become a Premier Platinum PaySetter
• Expanded team membership from 10 to 60 individualsWith ERA Movement, I made impactful contributions:
• Coordinated successful events for 200 to 500 attendees in the local community
• Cultivated leadership and communication skills within the team

San Francisco Bay Area

• Partnered with Superatis Networking, a specialized team within ACN, focusing on direct selling of various services including phone, wireless, natural gas and electricity, merchant services, high-speed Internet, TV.
• Attended a leadership convention in Los Angeles, CA, with ACN's top producers to enhance marketing and communication skills.

San Francisco Bay Area (East Bay)

• I was an administrative assistant at a small construction business focused on home renovation and real estate development. My primary duties were:
• Managed employee payroll and maintained accurate documentation
• Coordinated meetings with subcontractors, architects, engineers, and construction loan lenders
• Reviewed contracts to ensure all necessary requirements were included
• Attended San Pablo City Hall meetings to review construction plans
• Organized agendas, including scheduling city inspector project evaluation dates

Bachelor'S Degree, Finance

Activities and Societies: • LEAD Scholar • Latino Business Student Association • MEChA member

Bachelor’S Degree, Finance, General

Major in finance with a focus on data analysis and management

High School Dipolma With Honors