Assisting borrowers in getting connected with the best lender + getting the best interest rate possible. To deliver same day pre-approval letters and to connect our clients with real estate agents in their local area who are consistently in the top 10% in closed volume.

• Assisting potential new & existing Tesla customers with their Tesla purchase decisions.Communicated with customers through phone calls, text messages, & emails. Answering their questionsregarding the different Tesla models...The different trims within those models. Advised on any federal &state EV tax credits the customers can qualify for and how to apply them. Assisting customers with theordering process and then how the delivery process works to receive their new Tesla vehicle.• Assisted as needed in the Tesla showroom...Transported vehicles from off-site to the showroom. Assisted with the preparation of the vehicles for delivery. Assisted customers with the delivery process of their new Tesla vehicle and occasionally the trade-in process of the customer’s existing vehicle. Answered any & all questions regarding how a Tesla vehicle operates, how to charge, and any other questions the customers had to ensure the best experience possible.

• Assist existing SoFi members + non-SoFi members with their mortgage needs through email/phone/text messages...New home purchases, cash-out refinances, & Home Equity Lines of Credit (HELOC’s)• Cross-Promote SoFi’s other products including student loans, personal loans, checking & savings accounts• Supervized team of 7 MLO’s...Coordinated bi-weekly team meetings to ensure monthly quotas were being met...Conducted bi-weekly one-on-one coaching sessions with every member of my team...Mentored & trained new MLO’s to develop their skills and ensure their successful performance...Developed and implemented new strategies to increase team productivity and borrowers’ satisfaction• CRM: Zendesk - Loan Origination Software: Encompass

• Received incoming phone calls and completed mortgage applications. Found solutions & pathways forborrowers looking for either purchases or refinances. Conventional, Jumbo, FHA, & VA loans. While theirloan was in processing, Strived to reach out to inform the borrower of the status of their loan & answer any questions/concerns they might have through email, phone call, and/or text message. Held weeklymeetings with my processing team (POD) to ensure we were on top of all of the loans in our pipeline.• Consistently top 25% performer in the entire division for loans sent to processing (STP’s) & funded loans.• Loan Origination Software: Encompass

• All of the above day-to-day operations & loan programs as described above, but explained the benefits of choosing an actual online FDIC insured bank when choosing a mortgage lender versus our competitors.During the mortgage boom of 2020, I encouraged to analyze competitors’ loan estimates & uncover tothem all of the additional fees they were not aware of and built trust & rapport. Received countlessreferrals for my transparency & willingness to spend the time necessary to educate my customers.• For the entire year of 2020, I ranked the #2 loan officer for all of Axos Bank for total funded loansaveraging 30-40 funded loans per month (Two months over 50) + averaging over $350,000 per loan.•CRM - SalesForce

• Focused on new business acquisition…To create an online presence and give them viewership on our website with paid premium positions + a PPC campaign with Google & Yahoo…Self-Generated leads by prospecting existing businesses in selected verticals and geographies. Verticals included movers, florists, limo services, etc. Averaged 80-100 outbound cold calls per day, as well as, answering returning inbound phone calls + emails. Researched new startup business throughout the entire country…Worked with brand new small local businesses all the way up to C-Level Executives…Identified, qualified, and secured business opportunities; coordinated business generation activities; developed customized targeted sales strategies…Created informative presentations; presented and delivered information to potential clients at client either over the phone or in person.• Consistent top 5% in entire company nationwide in monthly, quarterly, and yearly new business accounts + new business volume.