Manager Customer Service
Resume:
RESUME OF: Margarita Beltran
**** ******** **. *******, ** 32835
Cell 407-***-****/ Tel. 407-***-****
Mail *********@*****.***
Objective: Professional Bilingual Female with 7 year in the Financial and Mortgage Industry, interesting in your Mortgage
Loan Officer Position.
EXPERIENCE:
POSITION: Mortgage Researcher
Wells Fargo Mortgage Lake Emma. Lake Mary Fl 10/17/2012 05/11/13
DUTIES:
Analyzing claim form 2009 & 2010 customer foreclosure process
•
Checking mortgage processed documents, for accuracy
•
Submitting mortgage documentation to the OCC
•
Searching invoices involve in foreclosure
•
Working 10 to 20 cases per day.
•
POSITION: Loan Officer
Main Street Finance, Orange Ave. Orlando, Florida 32801 06/15/10 09/30/12
DUTIES
:
Originating mortgage loans in an assigned territory.
•
Inputting loan information in to calyx point application.
•
Evaluating credit and analyzing client finance
•
Counsels customers, takes applications, conducts preliminary underwriting reviews, and submits loan
•
applications to processing and underwriting for approval.
Following up to ensure that documents required for processing, underwriting, and closing are secured in a
•
timely manner from appropriate sources.
Responsible for proactively soliciting business and conducting sales related activities, frequently outside of our
•
locations, in order to meet specific loan volume origination goals.
Following FHA, Conventional, Reverse Mortgage, Respa, Harp regulations and guidelines
•
Pipe line of $2M.
•
OSITION Loan Officer / Assist. Processor
P :
Nationwide Mortgage & Ass., 300 S. Jackson St. suite 520, Denver, CO 80246 7/1/08 11/15/09
Page 2
Resume of: Margarita Beltran
DUTIES:
Originating mortgage loans in an assigned territory.
•
Inputting loan information in to calyx point application.
•
Counsels customers, takes applications, conducts preliminary underwriting reviews, and submits loan
•
applications to processing and underwriting for approval.
Following up to ensure that documents required for processing, underwriting, and closing are secured in a
•
timely manner from appropriate sources.
Verifying documents such as employment, taxes, insurance, bank, rental, and mortgage and putting loan
•
package together to be submitted to the underwriter.
Pipe line of $3.5M
•
DUTIES 600 Apartments Units Complex 10/01/2006 – 06/01/2008
• Greet prospects and qualify by covering all criteria (ask questions; utilize completed guest cards, etc.).
• Immediately record all telephone and in-person visits on appropriate reports.Files own guest cards and
maintain according to established procedures.Inspect models and available “market ready”, communicate
• related service needs to Property Manager.
Page 3
Resume of: Margarita Beltran
• Demonstrate community and apartment/model and apply product knowledge to clients needs by
communicating the features and benefits; close the sale.
• Have prospect complete application and secure deposit in accordance with the company procedures and Fair
Housing requirements.
• Update availability report, process applications for approvals. (i.e., credit check, rental history, etc.) Submit
processed applications to the Community Manager for approval. Follow up with applicant regarding status.
• Ensure apartment is ready for resident to move-in on agreed date.
• Immediately follow-up on prospects that did not close and attempt to close sale again. If unable to help
prospect, refer them to sister communities to meet prospect’s needs.
• Secure new resident’s signature(s) on appropriate paperwork prior to move-in. Orient new residents to
community.
• Assist in monitoring renewals. Distribute and follow-up on renewal notices.
• Monitor advertising effectiveness. Gather information about market competition in the area and file.
• Represent the company in a professional manner at all the times.
Administrative
• Accept rental payments and give immediately to Assistant Community Manager.
• Type lease and complete appropriate paperwork and input information on Yardi System accurately and on a
timely basis. Review with the Community Manager prior to obtaining signatures.
• Maintain current resident files.
• Maintain and record daily inspections for the community.
• Distribute all company or community-issued notices.
• Maintain accurate monthly commission records on leases and renewals for bonus purposes.
• Assist management team with other various tasks as required.
• Consistently implement policies of the community.
Resident Retention
• Receive all telephone calls and in-person visits. Listen to resident requests, concerns and comments.
• Quickly complete maintenance Service Request and inform the maintenance team. Answer questions for
residents about community, repairs, rent, rules, etc. Follow up on a timely basis if unable to respond to
residents on all matters.
• Ensure all maintenance repairs are handled satisfactorily by contacting residents with completed Service
Requests on a weekly basis.
• Maintain open communication with Property Manager and Maintenance Supervisor.
• Contribute to cleanliness and curb appeal of the community on continuing basis.
• Assist in planning resident functions. Attend functions and participate as host for any functions as directed by
the Community Manager.
Page 4
Resume of: Margarita Beltran
EDUCATION:
Ifrec Real Estate School
Ifrec Mortgage Loan School, Orlando, Fl
Universal Mortgage School Online Classes
EDP College, San Juan, P.R. Assoc. Degree Computer Science
World University, Bayamon, PR Business Administration & Accounting
SKILLS
Fax, filling, scanning, copier, PC proficiency, MS excel, MS word, MS outlook, transcribing, quick book, excel, word, internet, electronic
filling, calyx point, encompass, Optimal Blue, Byte Pro, bilingual, typing, ten key, act. Bilingual
REFERENCES: Upon request
Contact this candidate