Work with 300+ lenders for Commercial Real Estate Loans, SBA Loans, Business Loans and Lines of Credit.Provide Private Money Solutions, Construction, and Bridge Loans for Real Estate Investors, Builders, and Owners.Direct Lender with in-house loan processing, underwriting, doc drawing, and funding specializing in loans for the self-employed, investors, business owners, and professionals in the workplace.

Guided First-time home buyers and sophisticated investors through successful real estate acquisitions.Arranged financing for residential and commercial real estate properties.Worked with investors to provide fast acquisition and bridge loans for their investmentsOffered private money loans to investors, reverse mortgages to seniors, and commercial financing for business owners.

Help AAA members select the right type and amount of life insurance. Using a consultative sales approach sell life insurance and annuity products. Manage clients’ policies and consistently exceed monthly production goals.

Providing investment guidance and comprehensive financial planning to investors.Educating and empowering clients to utilize Fidelity.com tools and features. Assisting clients with financial transactions such as rollovers, new accounts, and wires.

Utilized firm’s resources to analyze and recommend stocks, bonds, and mutual funds. Advised small business owners’ elite on investments, retirement, and financial planning. Continued to grow practice with group retirement plans in 401K space as well as IRAs

Originating loans & recruiting/training new loan officers. Built up the Burbank team to as many as 16 loan officers.Managed funding pipeline of $5-10 million a month.Handled all the marketing and lead generation decisions.Wrote sales scripts and trained mortgage loan originators

Built up my book of business signing up mortgage brokersUsed various marketing techniques to drum up business from clientsIncreased sales volume from $3million a month to $14millionCalled on inactive brokers and got them to start funding loansBy actively working deals I had the highest pull-through ratio

Worked the phones and signed up corporate accountsHelped quite a bit in setting up this start-upManagement of corporate accounts Provided a lot of input into launching the serviceHelped in recruiting and training sales force

Worked the phones and signed up corporate accountsComputer sales (desktops, laptops, and components)Providing business customers with network consultation