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Click here or scroll down to respond to this candidate Candidate's Name
Loudoun County, VA
EMAIL AVAILABLE
PHONE NUMBER AVAILABLE
To Whom It May Concern:
A resume can only illustrate experience, yet it often lacks the personal touch and enthusiasm that
truly defines a candidate. I believe that my passion for this industry sets me apart and would make
me a valuable addition to your team. I hope you will consider me as a candidate to interview based
on the below.
With a career steeped in mortgage lending and insurance with a passion for delivering
exceptional client experiences, I am confident in my ability to contribute effectively to your
team and exceed company goals.
Throughout my professional journey, I have honed my skills in meeting organizational
objectives, managing priorities in fast-paced environments, and fostering positive
relationships with clients and colleagues. My ability to adapt to various personality types
and work seamlessly both independently and in team settings has consistently resulted in
successful outcomes and client satisfaction.
I am eager to bring my expertise in products and knowledge to contribute to your team's
success.
I would welcome the opportunity to further discuss how my background, skills, and enthusiasm
align with your company s needs. Thank you for considering my application. I look forward to the
possibility of contributing to your team.
Respectfully,
Candidate's Name
Candidate's Name
Loudoun County, VA
EMAIL AVAILABLE
PHONE NUMBER AVAILABLE
EDUCATION
GEORGE MASON UNIVERSITY Fairfax, VA 1998 2004
Bachelor of Arts, Communications Concentration in Public Relations
Coursework:
Marketing: Principals of Marketing, Consumer Behavior, Marketing Management, Internet Marketing
Communications: Interpersonal Communications, Business & Professional Communications, Rhetorical Analysis, Organizational
Communications, Mass media & Society
PROFESSIONAL EXPERIENCE
Licensed Insurance Agent (P&C & Life & Annuities / Active License)
Prestige Insurance Services, Inc 2023 - 2024
Specialize in Trucking policies
Gather information and complete detailed Questionnaires for Commercial Business, Commercial General Liability,
Trucking, Professional Liability, and Property and Casualty prospects
Quote prospects across the board with carriers offered - Erie, Progressive, National General, AIC, including brokers
such as McNair, Dynamic, Cover Whale, Commonwealth Underwriters, etc.
Create and present proposals to prospects
Bind policies, send confirmation docs, along with Welcome emails, thank you cards, schedule follow ups for
cross-selling opportunities
Initiate and complete current clients annual policy review, also for cross-selling or upselling opportunities for
retention
Maintain a detailed spreadsheet keeping track of all prospects, including a separate section for Life insurance
prospects (including potential savings for those with multiple P&C personal lines
Quote term life prospects and present comparable options
Set up medical exams, follow up, and represent final quote, then bind
Licensed Insurance Agent (P&C & Life & Annuities / Active License)
Allstate Insurance Agency Claudia Cornejo 2022 2023
Prepare Proposals for Personal Lines, including Home, Auto, Specialty Auto, Umbrella, Boat
Prepare Proposals for Life insurance policies, mostly term
Service existing clients with endorsements, as well as cross sell
Loan Partner II
Annie Mac Home Loans 2021 - 2022
Right hand for high producing Loan Officer/Sales Manager (90% Purchase volume)
Manage pipeline between $6M - $10M (only one Loan Officer), with add on Loan Officer s as volume increased
Build relationship with clients beginning at the application phase, transitioning to processing, and working with Loan
Processor to ensure all conditions are not only received in a timely manner
Weekly pipeline calls with Loan Processors to review each loan file
Review Underwriting Conditional Approvals and confirm conditions requested line up with any updated guidelines
Keep Buyers Agent updated on status/process and updating Listing Agent as told
TBD Pre-Approvals: review 1003, collect core documents, complete income calculations and submit to Underwriting
directly (skipping processing since not a live loan). Loan returns with a TBD Approval and Underwriting team would
then accept a 15-day Closing since a bulk of conditions are collected prior to locking loan.
Order WVOE upfront and appraisal
Coordinating Closing Gift Basket drop off with Title Company
Managing and submitting Loan Officers expense report for reimbursement (marketing and client gifts)
Loan Officer Assistant
Caliber Home Loans Fairfax, VA 2019 2021
Target the Hispanic community by coordinating Realtor meetings with Loan Officer to present products offered and
benefits
Work with group of Realtors with high volume purchases and maintain a high refinance pipeline with current book of
business
Complete 1003 with borrowers in person or over the telephone, collect core documents, review and upload to portal
Order WVOE upfront, as needed
Maintain Realtors and borrowers updated throughout process
Work as processor s right hand in collecting conditions when volume is high (previous experience on operations side)
Income calculations to confirm prequalification
Licensed Commercial Assistant Account Manager (P&C License)
SAHOURI. Insurance & Financial Mclean, VA 2018 2019
Develop relationships with current clients for retention
Service current book of business by conducting insurance reviews, up-selling, cross-selling
Quote new business: Builder s Risk, Restaurants, HOA/Condo Associations, Small Business , General Commercial
Create Exposure Workbooks
Work with Underwriters to negotiate pricing for client
Renewal templates for current clients
Candidate's Name
Loudoun County, VA
EMAIL AVAILABLE
PHONE NUMBER AVAILABLE
Loan Officer Assistant
Flagstar Bank Reston, VA 2018 2018
Sales support to seven Loan Officers
Review 1003 applications, collect core documents, review for accuracy and update application as needed
Work hand-in-hand with Loan Processor to move file toward final approval and meeting both closing deadline and
lock expiration
Manage marketing material and assist with different marketing strategies to gain new and/or repeat business
Mortgage Sales Assistant
Capital One Bank Tysons Corner, VA 2014 2018
Sales support to three + Loan Officers with volume of $10M average
Review core documents received, upload to portal and ensure file is complete prior to submission
Submitting loan file to Operations department
Take ownership of file and develop relationship with Loan Processors and Underwriters to work as a team toward
same goal
Point of contact for borrowers to keep updated on process and request any pending items needed for final approval
Mortgage Banking Assistant
JPMorgan Chase Bank Falls Church, VA 2013 2014
Sales support for two Loan Officers (average of $2.5M+ monthly volume each)
Review 1003 for accuracy, prepare and submit loans for Quality Review
Work hand-in-hand with Processors and Underwriters
Maintained Quality Review first time PASS and customer satisfaction scores well above average
Sr. Loan Processor
JPMorgan Chase Bank Falls Church, VA 2011 - 2013
Conduct Welcome calls, Status Calls and Closing Calls
Communicate to borrowers their loan approval status and request outstanding conditions
Maintained a pipeline of 40+ Full Documentation loans
Work with Loan Officers and Underwriters to meet guidelines and request exceptions with applicable
Prepare and submit loans to Underwriting, Audit and Closing department to meet deadlines
Floor Manager / Host Manager
Sequoia Washington, D.C. 2011 - 2014
Prepare Host schedule
Ensure exceptional guest experience
Provide immediate attention to any challenges and/or customer complaints
Work as a team with staff to make sure the shift runs smoothly
Realtor / Assistant to Broker
Marathon Real Estate Springfield, VA 2006 2008
Prospect
Contact Leads and determine their needs
Show Properties
Follow up with Clients
List Properties
Submit short-sale Packages
Prepare Sales Contracts and Listing Agreement
Office Manager / Loan Processor
1st American Mortgage, Inc. / 1st Fidelity Financial, LLC Fairfax, VA 2003 2005
Support Loan Officers with marketing strategies
Quickbook company expenses
Initial new hire paperwork and submit payroll
Organize/coordinate meetings with Account Executives
Follow up with Real Estate Agents and clients
Structure loan, obtain third party verifications, request conditions from borrowers, prepare file for the closing
department once final approval issued
SKILLS **Fluent in Spanish**
Microsoft Office, Calyx Point, Microsoft Agent Gateway, Siebel Platform, Data Ease, Chefmod, Timetrax, CLOSR, Zippy, Empower,
LoanTrac, Salesforce, Encompass, EPIC, Advisor Pro, Agent Gateway, Applied EPIC
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