Patrick Ortiz Email & Phone Number

NMLS 3029 personal 209728

Irvine, California, United States

Irvine Ca

Huntington Beach, California

Irvine, Ca.

Created a training platform from conceptualization to implementation for Encompass Loan Origination System, Mortech/Marksman pricing engine and AllRegs underwriting integration. Train and transition Call Center Loan Officers as well as Outside Independent Branches and Loan Officers based on needs of individual branches/Loan Officers. Created and implemented strategies for increasing sales conversion for Call Center, including call coaching and mentoring, best practices and education to achieve a tangible increase in revenue. Increase volume of several existing and underperforming streams of production as well as increasing quality and quantity of standard agency loans. Completed and certified in CalHFA, MyCommunity Mortgage and MCC programs, certificates obtained directly from the sponsoring entity.Originate self-generated business and analyze legacy data for lending opportunities.

Tustin, Ca

Licensed as a California Real Estate Broker with the California Department of Real EstateOne of 6 members company wide of Reverse Mortgage Specialists, certified with ReverseVision software platform. Licensed under the NMLS in the states of California Washington KansasWisconsin Arizona ColoradoOhio

Irvine, Ca

Specialized in purchase lending funding over 600 purchase loans in 6 states.Licensed as a California Real Estate Broker with the California Department of Real EstateLicensed under the NMLS in the states of California Washington Florida Wisconsin Arizona Colorado

Irvine, Ca

HSBC closed division

Livermore Ca

Wholesale Account Executive and Team Lead; Mentored less experienced Account Executives with marketing opportunities and wholesale lending guideline interpretation.AIG closed division

Brea Ca