Real Estate and NMLS Licensed Mortgage Loan Originator for the past 9 years. Self-starter with a positive, can-do attitude who is driven to learn, improve and succeed. Previously employed by Bank of the West as a Financial Services Officer and Branch Manager. Knowledge of finance, regulatory requirements and general bank operations. Superior customer service and team building skills. Seasoned at cultivating partnerships and building lasting relationships across various business sectors. Experience in marketing, outside sales and advertising. Self-motivated, dependable and honest. Started in the banking industry in 1978 working my way up from Teller, New Accounts, Financial Services Officer to Branch Manager.
Originated hundreds of loans through professional networking, marketing and past client referrals during the biggest economic downturn since the great depression.
Recipient of numerous sales awards throughout my sales/banking career.
Supervised up to 8 employees in a Bank branch setting while meeting/exceeding all corporate goals.
Currently setting up a Satellite office in Sonoma County while continuing to produce mortgage loans.
Involvement in Network Groups for continued business referrals
Past American Cancer Society Relay for Life Co-Chair (2 years)
I was invited to join this mortgage bank based on the Realtor relationships that I had forged over the years. With the changes to the mortgage industry, the mortgage banking sector was able to process and deliver loans faster than the broker/correspondent channel could at the time and I felt that I would have more back office support. I am the only Loan Officer in Sonoma County for this company. I cover all of the Sonoma County Better Homes and Gardens Real Estate offices. I have taken the Land Home Financial brand from non-existent in this region to being a trusted mortgage lender. I am currently setting up a satellite office in Sonoma County. Once this is complete, my plan is to return to banking.
Mortgage Loan Broker Originator.
Mortgage Loan Broker Originator. This is a different Broker than Golden Gate Financial. (Business closed in Mar. 2010)
Mortgage Loan Broker Originator. (Petaluma office closed in Jan. 2009)
Mortgage Loan Broker Originator. Business closed in 2008.
Mortgage Loan Broker Originator. Left this company because Home Loan Experts offered a better training program and I was newly licensed. Investor's Trust ended up closing their doors in 2008.
Worked for the North Bay region. Started as Financial Services Officer for Park Place office in Vallejo, was transferred to Larkspur office as Financial Services Officer, promoted to the Novato office as Branch Manager, transferred to Sonoma as Branch Manager. Left due to health issues which are no longer a concern.
I am also licensed with the NMLS (not just registered). I have taken numerous courses since 2010 to renew this license annually.
Coursework in Business Studies between 1978 and 1984 while working at Bank of Marin / Westamerica Bank.
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