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Nick Dotson is listed as Mortgage Consultant based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for Nick Dotson.
Nick Dotson previously worked as Inside Mortgage Consultant at Credit Union Of Southern California and Consumer Loan Consultant at Credit Union Of Southern California. Nick Dotson holds Bachelor'S Degree, Finance And Financial Management Services from California State Polytechnic University-Pomona.
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AeroLeads found 1 current-domain work email signal for Nick Dotson. Compare company email patterns before reaching out.
I've worked in banking/financial services since 2005 as investment advisor and lending consultant. I've exceled at both positions and I'm highly motivated. At my previous employer was I was ranked 1-2 consistently for 3 years. I'm not into small talk, I'm all business while on the clock. Si hablo Espanol.
Listed skills include Banking, 401K, Wealth Management, Loans, and 39 others.
A career timeline built from the work history available for this profile.
Anaheim, CA, US
Originated home loan applications for purchase and refinance, analyzed income documentation, processed home equity applications, assisted Spanish speaking clients, followed with prospective non members with rate inquiries and referred members to internal business partners for other opportunities.
Anaheim, CA, US
Originated and processed consumer personal loan/lines, credit card, auto-boat-RV loans. secured loans, home equity loans, sold ancillary products with loan approvals, cultivated relationship with non-franchise dealerships to promote financing options and limits. referred clients to various internal business partners to deep relationships.
Santa Ana, CA, US
Offered clients a wide variety of fixed and variable annuities, mutual funds, advisory accounts, REIT, structured products and various life insurance products. Cross sold members on products our institution offered utilizing internal business partners. Consolidated members finances and grew inflow of assets by 13 million in 18 months. Trained staff members.
New York, NY, US
Portfolio Reviews, rebalancing, ACATS, training unlicensed staff for referrals, mortgage referrals, referrals to US Trust, advisory accounts, outbound calls to existing clients and prospects, relationship management.
St. Louis, Missouri, US
Heavy volume of banking sales, cross sold high value clients investment products and referred ultra net worth clients to senior advisors for more complex needs. Assisted business clients with full array of products: payroll, merchant card services and insurance. Top asset producer in 2008.
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Nick Dotson is listed as Mortgage Consultant.
AeroLeads has found 1 work email signal at @lpl.com for Nick Dotson.
Nick Dotson is based in Los Angeles Metropolitan Area, United States, United States.
Nick Dotson has worked for Credit Union Of Southern California, Orange County'S Credit Union, Merrill Lynch, and Wells Fargo Advisors.
You can use AeroLeads to view verified contact signals for Nick Dotson, including work email, phone, and LinkedIn data when available.
Nick Dotson holds Bachelor'S Degree, Finance And Financial Management Services from California State Polytechnic University-Pomona.
Nick Dotson is listed with skills including Banking, 401K, Wealth Management, Loans, Credit, Investments, Retirement Planning, and Financial Services.
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