(555) 432-1000,
, , 100 Montgomery St. 10th Floor

A reliable bilingual individual willing to go the extra mile to ensure quality service to each and every customer. I am a dependable goal oriented professional committed to quality customer service and client retention. I adapt easily to change and have great problem solving skills in any situation that arises. I have experience with high volume sales, reviewing important documents and meeting specified deadlines. Connecting and working with new and familiar people on a daily basis is my passion.

  • Relationship selling
  • Negotiation Tactics
  • Client account management
  • Credit check knowledge
  • Certified Mortgage Loan Originator
  • Financial analysis
  • Desktop Underwriter expert
  • Fluent Spanish
  • Customer Service
  • Group Work
  • Able to meet deadlines
  • Sales Experience
  • Time Management
Education and Training
Xavier College Preparatory Phoenix, Arizona , Expected in 05/2013 High School Diploma : - GPA :
Arizona State University Tempe, Arizona , Expected in : Film Studies - GPA :
  • Mortgage Loan Officer NMLS
  • Google Digital Marketing and E-Commerce Certified
Consumers Credit Union - Mortgage Loan Officer
Waukegan, IL, 06/2022 - Current
  • Complied applications and paperwork and double-checked for accuracy.
  • Developed and maintained relationships with local real estate agents.
  • Approved loans that met specifications.
  • Submitted applications to credit analysts.
  • Informed customers of application deadlines, approvals and denials.
  • Gathered client debt, credit and income information to determine loan eligibility.
  • Helped clients fill out loan applications and find ideal loan options.
  • Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
Lennar - Physician Lender
Bend, OR, 01/2022 - 06/2022
  • Assisted newly graduated medical students & incoming residents purchase their first home utilizing a physician home loan after their match day.
  • Worked with tenured Physicians nationwide with the purchase or refinance of their home. Utilizing our doctor loan program.
  • Taking a consultative approach with each potential client to make sure they meet the criteria of our loan product.
  • Used specific Loan Software to obtain necessary documentation to meet loan criteria.
  • Worked closely with a real estate company that places Physicians with lenders that tailor to their specific doctor needs.
  • Ran credit, made sure Underwriting criteria was met, gave out loan pre-qualifications and approvals.
Svb Financial Group - Loan Officer
Columbus, OH, 04/2021 - 01/2022
  • Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
  • Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making
  • Submitted loan applications to underwriter for verification and recommendations.
  • Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
  • Built referral business by meeting with local financial planning, home builders and real estate professionals.
NFM Lending - Loan Officer Assistant
City, STATE, 12/2020 - 04/2021
  • Performed administrative tasks such as creating status reports on loans in progress, photocopying loan documents, printing daily mortgage rate sheets and answering phones.
  • Maintained up-to-date knowledge and compliance with internal policies and procedures and verified adherence to state and federal laws, rules and regulations affecting loan institutions.
  • Liaised between borrowers and realtors, title companies and loan company management.
  • Prepared complete packages to be sent to underwriting with a thorough understanding of each investor's stacking order and shipping.
  • Set and confirmed appointments with clients, realtors and business partners and initiated marketing contact with new leads and realtors.
  • Created, updated and maintained social media and website pages, maintained marketing databases and introduced computerized process to keep in regular contact with borrowers.
  • Examined and verified information in loan application and closing documents.
  • Organized, filed and maintained customer, department and regulatory loan records.
  • Worked with third-party vendors to address and clear loan closing requirements.
  • Scanned and uploaded loan and related documents into system.
  • Carried out pre-funding and funding functions.
  • Consistently maintained high customer satisfaction ratings.
  • Studied abroad in Germany for one year through Rotary Youth Exchange.
  • Current Alumni Rotarian in the State of Arizona.
  • Promoted from Loan Officer Assistant to Loan Officer within less than six months on the job.
English :
Native/ Bilingual
Negotiated :
Spanish :
Native/ Bilingual
Negotiated :

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School Attended

  • Xavier College Preparatory
  • Arizona State University

Job Titles Held:

  • Mortgage Loan Officer
  • Physician Lender
  • Loan Officer
  • Loan Officer Assistant


  • High School Diploma
  • Some College (No Degree)

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