Romulo Heredia Email & Phone Number

City Of Industry

• Monthly first time Home Buyer presentation.
• Met sales quotas under tight deadlines and exceeded sales expectations.
• Used telemarketing skills daily to reach out to current and potential customers via sales calls.
• Work closely with Personal Bankers to ensure they refer business on daily basis.
• Analyze customer profiles in order to come up with optimum loan options.
• Work with non-profit organizations on Low-to-Moderate programs

• Managed a team of 7 employees. Constantly training, coaching, mentoring, motivating, and inspiring loan officers.
• Calling realtors, customers, and investors on daily basis to increase sales.
• Maintain relationship with customers and with team members from our local banks to increase sale opportunities.
• Responsible for leading a team of sales and service professionals to meet and exceed sales goals and service targets.
• Myself currently funding 1.5 to 2 million a month.

• Responsible for managing 4 medium consumer-banking centers. Ensure operation excellence at the branch to maintain the highest level of customer service. Supervise and coach teams.
• Ensure branch managers provide proper sale techniques to employees.
• Periodically communicate with consumer executives, review center performance assessment and update staff on business developments.
• Drive sales to meet and exceed monthly goals.

• Conduct presentations on new programs and guidelines to our department. Responsible for meeting monthly goals and deadlines.
• Keep relationships between local personal bankers and realtors to increase selling opportunities.
• Ensure to meet deadlines, goals, and provide assistance to co-workers as requested.
• Establish, develop, retain, and deepen long-term relationship with current potential customers in the community.
• Educate customers and realtors in loan products. Meeting customers, realtors, and investors’ needs.

• Originate mortgages for home purchases, refinance, and new home construction.
• Solidify contacts with local realtors, contractors, financial advisors, and other referral sources and meet all potential borrowers.
• Review and analyze loan transaction packages for preliminary approval or denial in accordance with bank guidelines.
• Assemble all required documentation for processing and underwriting on each transaction, and prepare and present all related deal points to Loan Committee when required.

Bs, Business Management & Human Resources

Aa, Business Administration