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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx

Experienced administrative and operations professional with strong experience within high-stress environments with a keen ability to lead others and increase organizational productivity. Experienced in overseeing all lending related functions, reviewing financial information, recommending products to clients, and ensuring organizational compliance with lending laws. Equipped with a significant level of communication and interpersonal abilities in addition to a strong background in effectively managing high-level projects.

Key Achievements


         Project Management

         Loan Funding

         Federal Loan Regulations

         Vendor Management

         Team Leadership

         Strategy Development

         Finance Industry

         Verifying Loan Data

         Origination Guidelines

         Policy Development

         Complex Problem Solving

         Debt to Income Analysis


Professional Experience

MUFG Union Bank, San Diego, CA July 2013-Present

Wholesale Loan Processor

  Directly manage a variety of administrative and operational functions within a fast-paced environment with a focus on providing clients with superior support in high-stress environments

  Oversee up to 45 loans simultaneously, foster positive relationships with both Brokers and Account Executives, and maintain all documentation related to new/existing loans

  Utilize analytical abilities in order to review financial and lending documentation, prepare loans within the system, and assist in the loan closing process


Paramount Equity Mortgage, San Diego, CA June 2012-June 2013

Branch Operations Specialist III

  Successfully managed all lending functions within a fast-paced branch with a record of closing approximately 10 loans per month (FHA, Streamline, and Conventional)

  Reviewed loan applications and client financial information in order to determine creditworthiness while simultaneously managing documentations and working effectively with third-parties


Nations Direct Mortgage LLC, Irvine, CA May 2011-June 2012

Senior Account Manager, San Diego County

  Utilized superior communication and interpersonal abilities in order to facilitate all sales and business development functions which included managing a team of 8 Account Executives

  Built and managed a pipeline which represented over $30 million in volume along with successfully exceeded all individual and team sales goals

  Created in-depth daily, weekly, and monthly sales reports which were used to ensure that all clients were moving efficiently through the sales cycle


PMC Bankcorp, San Diego, CA April 2009-May 2011

Senior Account Manager/Office Manager

  Handled a variety of logistical functions which included leading the opening of a San Diego branch in addition to growing a sales pipeline to over $55 million and 200 units per month

  Supervised a team of Account Executives which required providing individualized feedback in addition to ensuring consistent levels of quality and compliance


Deutsche Bank/MortgageIT, Woodland Hills, CA February 2005-October 2008

Account Executive

  Coordinated all daily management functions for several key accounts while successfully maintaining a record of 74% pull through of applications to funding which accounted for $10 million in revenue per month

  Designed and implemented unique marketing/sales strategies, worked closely with vendors, and created print flyers focused on increasing clients within the local community

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