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Loan Assistant

Escondido, CA
May 26, 2020

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ZOVIO (Formerly Bridgepoint Education), 10/2012 – 08/2019

Awarded MVP Student Inquiry Coordinator twice and set 3 department records for most warm transfers in a week, in a month, and highest warm transfer efficiency overall (86%).

·Maximize enrollment opportunities by prequalifying prospective students through 300+ inbound calls and outbound calls each day

·Increase student population by 7% by identifying specific program and facilitating next steps to achieve student goals

·Provide exceptional communication skills to listen to and address and resolve any concerns and cultivate a positive relationship

·Strategic plan to retain students and also have marketing plan; increasing student retention by 9% over company average

·Ensures documentation is accurate and accounted for and properly completed and signed by students


Ashford University, 02/2010 – 10/2012

·Created and maintained effective relationships with prospective students to ensure qualified students are enrolled and set up for success at Ashford University

·Implemented schedules and conducted admissions interviews

·Managing risk by adhering to all policies and guidelines with

·Understand, accepts and recognizes compliance requirements

·Clearly, promptly, and effectively communicate with students and maintain phone logs for review

·Maintain and update pipeline reports

·Completes inputting all student information into application

Professional Skills

PC and Mac Literate

Microsoft Office 10: Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft Power-point

Talisma Digital Customer Engagement Software

Avaya Phone Software

Leadership, Mortgage experience, Mortgage software experience, Database Management, Conflict Resolution, FNMA, FHLMC, FHA and VA Knowledge, Analytical Detail-oriented and strategic planner, Communication and Interpersonal skills



Highly motivated Mortgage/Real Estate professional with 15+ years professional experience. Eager to join your company to help in utilizing top-tier Mortgage industry and interpersonal and communication skills. Proven to be both goal and results-oriented by setting multiple company records, including earning the privilege of being a member of the Presidential Club. Armed with phenomenal Mortgage, Title and Escrow knowledge, excellent computer skills, and critical and problem-solving abilities. Adept to analyze loan documents to ensure they’re accurate, qualify buyers, and analyze and review credit, appraisals and title and escrow and able to work as a teammate and in a fast-paced environment.

Personal Skills

Customer Communication

Administrative Skills


Detail-Oriented & Analytical

Collaboratively Teamwork

Interpersonal Relationships






American Funding, 04/2009 – 02/2010

·Responsible for originating and overseeing loans from inception to closing in accordance with investor guidelines

·Executed administrative duties, handled all customer questions,

Coordinated loan process with Escrow and Title other brokers

·Adept on all Conventional, FHA and VA loans types

·Communicates with borrowers about credit, loan terms and pricing of loan and verifies and reviews all loan documents

·Maintain updated knowledge of all products and underwriting


Wells Fargo, 06/2008 – 04/2009

·Successfully managed a pipeline of over $1,000,000+/monthly

·Collaborates with processor to collect conditions, submit to underwriting and submit file to the closing department to ensure smooth transition for funding

·Completed FHA, VA and Conventional training and proficient in guidelines including community programs

·Analyzed income, assets and credit, and appraisals to ensure meets guidelines.

·Ensures loan packages are complete before loan closing and relevant parties have received all documents necessary to close


UAMC (Lennar Homes), 07/2007 – 01/2008

·Achieved a pipeline of over $1,000,000+ on a monthly basis

·Originated both builder and outside business to maximize optimum production and income

·Responsible for ordering appraisals, ensuring accuracy of documentation, signed documents, escrow and title papers

·Conduct administrative mailing, scheduling, and other clerical duties

·Conducting Loan Applications with borrowers, collect and analyze documents, submit to underwriting and closing to ensure funding


DHI Mortgage (DR Horton Homes), 04/2001 – 07/2007

·Recognized as top producer; member of Presidential Club

·Generated 30-50 loans monthly with attention to every detail

·Managed a pipeline of over $1,000,000+ on a monthly basis

·Responsible for originating and overseeing loans from inception to closing in accordance with investor guidelines

·Achieved a positive customer service score of over 97%

·Calculate income and analyze income, credit, title, escrow and appraisals and contracts


739 Mockingbird Circle

Escondido, CA 92025

Professional Development

— Certificates

Real Estate License

DRE LIC #01846530

Mortgage License

NMLS LIC #354472

— Awards

President’s Club at DHI Mortgage

Member of Cambridge’s Who’s Who

— Education

Studied at North Dakota State University


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