Originate Home Loans: Provide personalized home loan solutions to clients, leveraging in-depth industry knowledge to tailor financial products to their unique needs. Networking and Business Development: Establish and maintain strong relationships with key referral partners, including real estate agents, financial advisors, and insurance agents. Regularly engage in networking events to foster partnerships and generate business opportunities. Event Coordination: Played an active role in organizing monthly networking events for realtors, client appreciation events, and other community-building initiatives to strengthen business relationships and promote New American Funding’s services. Customer Relationship Management: Focused on delivering exceptional service to clients while consistently meeting company goals. Ensure smooth, seamless processes from loan application to closing, fostering trust and satisfaction with every transaction. Creative Problem Solving: Proactively leveraged New American Funding’s toolbox of corresponding lenders and broker options to provide out-of-the-box solutions for clients and realtors, tailoring loan products to meet unique needs and overcoming challenges in the lending process.

Originate Home Loans for KB Home Builder Clients: Provide comprehensive home loan services to KB Home customers, guiding them through the process from application to closing. Sales Support and Event Coordination: Supported KB Home's on-site sales agents with grand opening events and sales promotion activities, helping drive business through effective marketing and customer engagement. Customer Relationship Management: Focused on building strong relationships with homebuyers and referral partners, ensuring excellent customer service while meeting sales targets. Business Development: Leveraged a deep understanding of both the mortgage and real estate markets to foster long-term business relationships and ensure customer satisfaction. Outside the box solutions in Overcoming Obstacles: Demonstrated flexibility and resourcefulness when faced with unforeseen challenges, such as low appraisals, by leveraging KB Home’s promotional offerings and restructuring loan parameters. This allowed me to effectively adjust pricing and financing options, ensuring a solution that met both the client's needs and the builder’s goals. Sales Promotions & Pricing Adjustments: Collaborated with KB Home's internal teams to implement creative sales strategies and adjust loan terms when necessary, ensuring deals were successfully closed despite potential roadblocks.

Originated mortgage loans with a focus on personalized client solutions based on unique financial circumstances. Utilized technology to improve customer engagement and lead tracking, driving efficiency and increasing sales. Managed loan processes from pre-qualification through to closing, maintaining accuracy and compliance at all stages.

Guided clients through the loan process, providing expert advice and tailored mortgage solutions. Focused on long-term client relationships by offering ongoing support and education about mortgage options and the market.

Originated and closed a diverse range of mortgage loans, managing the end-to-end process with precision and compliance. Leveraged banking software to analyze client credit and financial histories, providing accurate and reliable mortgage advice.

Managed high-volume loan origination and closings, adapting to changing market conditions and stricter lending. Facilitated borrower qualifications based on detailed financial assessments.

Promoted through progressive roles: Started as a Teller, advanced to Personal Banker (PB1), then to Personal Banker 2 (PB2), and ultimately became a Home Mortgage Consultant (HMC). Achieved exceptional customer service: Maintained a 100% Customer Experience rating for all of 2013 Role as a trusted financial consultant: Transitioned into the Home Mortgage Consultant role, where I used my deep understanding of financial products to assist clients with home loans, consistently exceeding sales targets and delivering exceptional mortgage solutions.

Received prestigious recognitions: Achieved Platinum Kicker status in Q1 2012, and ranked #1 in the State for Q2, Q3, and Q4 of 2012 as PB2. Maximized customer financial benefits: Assisted customers in optimizing their financial solutions with Wells Fargo, meeting company sales goals and contributing to overall business growth even during slower periods by maintaining a high capture rate for new business. Coached and mentored tellers and peer bankers, fostering skill development and maximizing team productivity and efficiency.

Exemplified leadership and sales performance: Hit 189% of my metrics in my rookie quarter as PB1 (Q1 2011), ranking in the top 9 for Snohomish County. Consistently achieved Customer Service Excellence delivering a WOW service (100% WOW in Qtr 4 of 2011 and over 80% WOW for the entire year), ensuring superior customer satisfaction in each interaction. Achieved top performance rankings: Ranked #1 in the Snohomish District for Q2, Q3, and Q4 of 2011, as well as #1 in the NW Division for Q4 2011 & Q1 2012 Assumed a leadership role by assisting in interviews and contributing to the overall management of branch operations.

Processed a high volume of customer transactions accurately and efficiently, maintaining a strong focus on attention to detail and compliance with bank policies. Provided exceptional customer service by addressing client inquiries, resolving issues, and recommending banking products to meet financial needs. Balanced cash drawers daily, ensuring accuracy and compliance with cash handling procedures. Identified opportunities to cross-sell banking products and services, contributing to branch sales goals. Maintained strict confidentiality of customer information and upheld the bank's security standards. Supported branch operations by assisting in audits, verifying transactions, and ensuring adherence to regulatory requirements.