Account Executive

Sal Velazquez September **, ****

760-***-****

**************@*****.***

Thank you for your consideration ….

Objective

To help my team thrive and develop referral contacts with builders, realtors, and borrowers for the betterment of all. Collaborative team player skilled at working well under pressure and rewarded for quality submissions and able to operate professionally with little supervision. Consistently created extensive customer service and increased branch closing and helped the company excel in all areas. Professional Experience

Premier Financial / Loan Setup & Office Processor / October 2005 – June 2010 Prospect Mortgage / Mortgage Assistant / July 2010 – December 2012 Stearns Lending / Assistant to Branch Manager / January 2013 – November 2019 New American Funding / Mortgage Partner / December 2019 – November 2020 Cross Country Mortgage / Mortgage Team Lead / July 2021 – November 2021 Franklin Loan Center / Mortgage Loan Partner & Marketing Coordinator December 2021 – June 2022

Job Description

Assist with the closing of all mortgage loans from FHA, Conventional, VA, USDA and DPA. Collect all necessary documents and review for accuracy and compliance to ensure we meet the contractual closing date. Ensure the loan is moving forward smoothly and all milestones are meeting company expectations. Communicate with client at loan submission to answer any questions and to educate them on the loan process as well as the dos and don’ts. Data entry into the software i.e., Encompass / Point / Black Knight amongst others. Requested Escrow, appraisal, Insurance, title reports, termite, HOA docs, solar documentation, disclosures, employment, assets, and 3rd party verifications. Developed a keen understanding of all loan types to further my understanding and remain aware of new policy and procedures. Reviewed credit report with client to help them better understand to importance of the FICO effects. Ran DU / LP for automated approval. Managed our marketing department throughout.