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Realtor, Assistant Real Estate

San Diego, California, United States
November 06, 2018

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CALBRE # ********

Cell 619-***-****

Professional Summary

A determined effective negotiator who works with others respectfully to complete and help meet multiple business objectives. A caring leader who is client satisfaction driven and often recognized for delivering upon deadlines. A team player & independent achiever whose “Can Do” attitude & professional pleasant demeanor, will supersede your expectations.


Microsoft Office Suites Calyx Point/Encompass Journalism Writer/Editor Cold Calling Bilingual – Spanish Zip forms/ MLS Sandicor Fraud Guard/MERS Marketing Accounting Credit/FICO Management Title Reports/Escrow AUS DU/LP

Work History

Realtor 09/2017 to Present

Home Smart Realty West – San Diego, CA

Sell or list residential and commercial property under the supervision of employing broker

Show homes to prospective buyers.

Hold Open Houses to acquire new leads and exhibit the homes features

Assistant to Loan Officers 08/2016 to 03/2017

American Pacific Mortgage Corp dba Military Home Loans – San Diego, CA

Assessed a loan file for income qualification and VA approval per investor guidelines

Performed price and cost breakdowns in order to determine an accurate pre-approval loan amount

Pre-underwrite multiple files on a daily, based on income, debt to income ratios, and assets

Write closed client success stories for marketing brochures and company newsletter

Commercial Real Estate Administrative Assistant 02/2016 to 08/2016 Midtown National Group – San Diego, CA

Assist operations with legal filings, recorded documents, and file management

Ensure all documents are uploaded and available for investors to view (Due diligence)

Actively communicate with tenants and address issues with property management

Manage 150+ business entities across 35 states

Assistant to Loan Officer Jamie Hughes 06/2012 to 03/2014 Bay Equity Home Loans – San Diego, CA broker change WJ Bradley Mortgage Capital LLC – San Diego, CA

Submit loan applications to underwriting department for verification and recommendations

Calculated income by reviewing pay stubs, W-2's, tax and/or corporate returns

Created detailed expense reports and requests for capital expenditures

Answered and managed incoming and outgoing calls while recording accurate messages

Managed a paperless filing of personal and professional documentation in company drive

Created single property websites and brochures for co-branded agents

Created “We’ve Moved” broadcasts via Agent Marketing software

Financial Literacy Instructor 10/2010 to 06/2014

Mind Treasures a Non- profit Organization – San Diego, CA

Inspired entrepreneurial and philanthropic thinking via financial literacy

Taught how patience and moderation tie into “Spend/Save/Share” theory of financial discipline

Introduced students to banking principles and taught simple and compound interest

Graduated 700 students from South Porter Elementary school per course curriculum

Loan Consultant/ Realtor's Assistant 06/2007 to 12/2009

House Key Financial Services – Rancho Cucamonga, CA

Performed confidential administrative support duties for Realtor/Loan Officers

Self-generated reverse-mortgage, purchase and refinance home loans

Processed lender loan modification and rate reduction services

Prepared presentation materials and documentation for agent workshops and trainings

Performed custom property searches on Sandicor MLS, created listings, and generated CAR forms

Executed property inspections and assisted with the management and marketing of rental units

Bi-lingual Home Loan Consultant 01/2007 to 06/2007

Jett Financial Services, Inc. – San Diego, CA

Responded to inquiry leads regarding home mortgage and debt consolidation services

Pulled comps, analyzed borrower credit reports, calculated income and established payment priorities

Priced and pitched loan proposals, opened Title and Escrow, ordered appraisals and scheduled notaries


UCSD School of Extended Studies Financial & Managerial Accounting Patrick Henry High school Alumni/Graduate

Certifications & License

Clare Institute Real Estate Finance & Practice Certification Real Estate Trainers (RET)

Real Estate Principles Certification

State of California Real Estate License BRE # 02041986

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