• Cultivate and maintain relationships with real estate agents, financial professionals, and past clients to generate referral business and expand client base.• Present tailored mortgage proposals to clients based on specific loan scenarios and goals.• Utilize CRM to manage a pipeline of loans from pre-application to closing, ensuring all deadlines were met and providing regular updates to clients throughout the process.• Provide exceptional customer service through clear communication and prompt resolution of inquiries and issues- resulting in a 5-star satisfaction rating.

• Extensive knowledge of Conventional, Government, and Non-QM guidelines.• Participated in seminars to stay current on industry trends, regulations, and best practices.• Collaborated with processors and underwriters to resolve complex issues and expedite loan processing.

• Closed $20 + million as a broker in a phone-based sales environment.• Negotiated terms and conditions of loans with borrowers.• Proficient in Encompass, various CRMs, and lender portals.• Invited to two Rocket Mortgage recognition and training events- Rocket Accelerator and All Access.• Top Mortgage Broker- Rocket Mortgage (2020, 2021)

• Supported loan officers by preparing loan submission documents, clearing conditions, and ensuring timely and accurate loan closings.• Liaison between borrower, lender, real estate agents, and title company.• Managed pipeline of 40+ loans- closing on average 20 per month.• Created and implemented a processing training manual for new hires.• Trained and developed a team of 4 new processors, resulting in a promotion to loan officer.• Maintained pipeline report which was utilized by management to determine scaling of business.

• Brand Ambassador to the local community; leveraging personal network and nonprofit affiliates to increase Financial Center revenue by 20%. • Strong focus on developing center of influence partnerships through philanthropy and highly effective corporate social responsibility practices. • Community Engagement Director for the Miami Market; managing sponsorship budgets and working directly with organizations to efficiently and effectively execute market-wide events.• Represented the Miami Market as PurePoint Financial’s Annual Day of Giving Chair to identify LifeNet4Families as our chosen organization and coordinate all aspects of the company-wide volunteer day.• Created and implemented a systematic process for operational activities including daily new client and attrition reports and monthly procedures for maintaining key logs and emergency binder.• Developed company-wide training seminars empowering employees to showcase best practices and cross-train their individual skills.• Achieved individual Net Promoter Score of 100. • Instrumental in the recruitment, training, and development of a new employee who went on to win a “Moments That Matter” award.• Client Experience- Net Promoter Score of 100 (2018, 2019)• Transformation in Action- Process improvement implementation (2018)• Long Term Incentive- Based on overall individual performance (2018)

• Maintained overall success of the branch’s daily operations and efficiency, while managing existing client portfolios, growing book of business, and consistently exceeding monthly sales goals as a Relationship Banker and Small Business Specialist.• Performed operational tasks such as cash audits, branch schedules, and overrides in the role of Branch Manager. • Developed and trained new and existing bankers through observations, role plays, and 1 on 1 sessions.• Served as Collateral Champion to facilitate promotional and marketing updates, while ensuring all regulatory compliance requirements were being upheld.• Created a client focused environment of high morale and effective collaboration to increase overall branch Net Promoter Scores by 10%.

• Dedicated three months prior to branch opening on marketing campaign to build brand recognition and develop new client pipeline.• Managed full banking and lending relationships of business clients grossing annual revenue up to $5 million.• Identified and offered cross-sales business solutions based on lending, merchant, and payroll needs.• Partnered with Chase Private Client Banker to develop strategies for increasing wallet share and managing the portfolios of affluent business clients.

• Strong focus on new client acquisition and business development through cold calling, profiling, relationship building, and referrals.• Rooted understanding of all banking regulatory policies in operations, confidentiality, security, and privacy.• Assisted clients with opening and servicing of complex accounts such as trust, estate, power of attorney, escrow, representative payee, and veteran affairs fiduciary accounts.• Collaborated with line of business specialists to tailor needs-based solutions and uphold a “One Chase” approach. • Recruited for de novo branch opening team after three consecutive years as a top producing banker.• Successfully launched de novo branch, outperforming inaugural year sales goal by $7 million, and exceeded year- over-year growth.• South Florida Market Chair for Fort Lauderdale PRIDE 2018; managed all aspects of the event from obtaining company sponsorship, coordinating with event executives, recruiting vendor booth volunteers, and event set-up and tear-down.• Licenses: FINRA Series 6, Florida Department of Financial Services 2-14, and Notary Public of Florida.• Market-Wide Top 10 Banker- One of the top 10 in production for the Broward Market (2011, 2012, 2013, 2016)• Training MVP- Voted Most Valuable Participant by peers (2010, 2014)