Patsy Martinez Email and Phone Number
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To apply years of knowledge and skills in Operations, Administration, Finance/Bookkeeping, Risk Analysis, Sales and Exceptional Customer Service in a positive, progressive environment and provide a growing business with direction to achieve higher and more successful levels.Specialties: ADP-PAYROLL SYSTEM, QUICKBOOKS, EXCEL, WORD DOCUMENT, WORD PROCESSING, ECEL, OUTLOOK, LOAN ORIGINATION SYSTEMS (ENCOMPASS) - CALYX POINT 5.4, ESCROW TRUST DOS SYSTEM, MLS, LOTUS LOAN MORTGAGE SYSTEM, 10 KEY, EVENT PLANNING, TRAVEL LOGISTICS, SCHEDULING
Edward Jones
View- Website:
- edwardjones.com
- Employees:
- 35357
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Branch Office AdministratorEdward Jones May 2018 - PresentFairfield, Ca -
Senior Mortgage Loan ProcessorAmerican Capital Corporation - Acc Home Loans Dec 2017 - Feb 2018FairfieldProcessor Mortgage Loans from origination to closing -
Senior Mortgage Loan ProcessorNations Lending Jun 2017 - Dec 2017FairfieldProcess mortgage loans from origination to closing - Nations Lending office closed and opened as American Capital Corporation -
Loanprocessor/CloserKondaur Capital Corporation Oct 2015 - Dec 2016Orange County, California AreaProcessed loans from Origination to Funding -
Agency ProducerFarmers Insurance Jul 2014 - Dec 2016Rancho Cucamonga, CaProviding fire, auto, earthquake, umbrella, business, renter's insurance to the community and surrounding cities -
Mortgage Loan OfficerNavy Federal Credit Union Jul 2012 - Apr 2014Fountain Valley, CaOriginate Mortgage Loans and see them to closing -
Mortgage Loan Processor / Consumer UnderwriterCashcall, Inc. Jan 2012 - May 2012Orange County, California AreaProcessed loans from origination to closing - Underwriter for Consumer Loans, made credit decisions based applications submitted. -
Office Manager - Senior Mortgage Loan ProcessorHlc Mortgage Jan 2011 - Jan 2012WhittierLoan Processor & Office Manager
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Director Of Retail OperationsAffliction Clothing Sep 2007 - Apr 2010·Director of Retail Operations·Executive Assistant·Events Coordinator/Scheduler·Athlete / Celebrity Networking·Organization of Media/Advertisements (creative, terms & agreements)·Increase profits for On-Line and Retail Stores .Theft / Fraud Prevention·A/P, A/R Bookkeeper / Finance·ADP Payroll Administrator·HR Administrator·Manual Developer (Retail Operations & Employee)·Property / Building Maintenance
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Director Of OperationsHlc Mortgage, Inc. Apr 2003 - Sep 2007Licensed by the State of California as a Real Estate Agent/Salesperson, originate Mortgage Loans and list/close purchase/sale transactions for Real Estate. Daily operations for this Real Estate Brokerage, Mortgage Brokerage, and Escrow Company. Continuous accounting functions (1099's & 1096 for year-end & Corporation P&L/Balance Sheets), banking, reconciliations, Corp License(updates, renewals, extensions), prepare New Loan & Real Estate Agent Contracts (Submitting required documentation to Department of Real Estate), prepare exact documentation/calculations for E&O/Liability Insurance Companies annually, while reporting activity on a monthly basis, update policy/procedures, complete audits on closed Real Estate/Mortgage & Escrow files, prepare/set-up all company functions (Meetings/Seminars/Company events), Review New Vender applications (preparing all documentation/approval process required by Vender). Proficient with QuickBooks; Financial Reports, GL Analysis, A/P, A/R, Journal Entries and Bank Reconciliation which was performed on a daily basis and constantly monitored for exact profit/loss. As the Escrow Officer/Manager: Planned, built and operate this in-house full service Escrow Division from opening, processing, funding and closing purchase/refinance transactions. Prepared the Escrow Division of HLC Mortgage for a full DRE audit, passing with an 100% accuracy evaluation.
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Retail Loan Processing ManagerFinance America Feb 2002 - Mar 2003Oversee the daily operations of the Processing Department and managing a team of 32 Processors. In control of recruiting, interviewing, hiring, training, coaching, goal setting, daily audits of processing pipelines, funding production, on-going development of personnel, performance reviews, counseling, development of a processing guide/workflow, interacting with the Retail Sales Force of 3 Managers, 3 Assistant Mgrs, 75/80 Loan Officers and overall foreseeing a minimum production of 370/380 funded units per month, responsible for monthly P/L. Maintained daily contact with Vendors (Title, Escrow, Insurance Co., Appraisers, Notary Services, Credit Bureaus), direct contact with Borrowers, acted as a P.R. person when interviewing and bring on New Vendors. Maintained the highest level of Customers Service for Internal and External Customers at all times. Willing and completely capable to assist in all area where needed throughout Operations and Sales departments.
Frequently Asked Questions about Patsy Martinez
What company does Patsy Martinez work for?
Patsy Martinez works for Edward Jones
What is Patsy Martinez's role at the current company?
Patsy Martinez's current role is Experience Mortgage Operations; Manager, Sr. Processor, Closer/Funder, Underwriter & Trainer.
What is Patsy Martinez's email address?
Patsy Martinez's email address is aq****@****hoo.com
What is Patsy Martinez's direct phone number?
Patsy Martinez's direct phone number is +156244*****
Who are Patsy Martinez's colleagues?
Patsy Martinez's colleagues are Garrett Burroughs, Al Kraus, Katherine Scovell, Terri Brown, Wyatt Wilson, Tiffany Vansant, Nathan Hoffman, Cfa, Cfp®.
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