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Corporate Officer Mortgage Consultant

Location:
Phoenix, AZ
Posted:
February 27, 2023

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Resume:

Olivia Fierro

*** ****** **.

Phoenix, AZ *****

Phone 575-***-**** / advlvl@r.postjobfree.com

Education Diploma 1974, Las Cruces High School, Las Cruces, NM; Six weeks of teller training in Las Vegas, NV; Manager training

seminar for Mervyn’s.

Work Experience

03/08/2019- 5/07/2021

State Farm

Terrence Paylee Agent

4201 N 16th St, Ste 120

Phoenix, Arizona 85016

Marketing Manager

Manage office answer phones, receive and process payments, schedule appointments for agent and policy holders as needed. Intake all information for every policy we offer and follow up with policy holders in order to help them obtain what they need. Process claims, work on any issues, open checking /savings accounts, credit card lines, and originate auto loans for purchase or refinance. Work on all reports for accuracy and collect on accounts as needed. Ensured monthly and annual goals were met.

4/12-Present Edward Jones

1771 Telshor Ste. A

Las Cruces, NM 88011

Branch Office Administrator

Coordinate all aspects of the office. Answer phones, schedule appointments, open and close accounts, manage trusts, Ira's, trades, home mortgages, and life insurance policies and complete all processing. Manage accounts payables, balance and prepare daily bank deposits, order supplies, manage budgets, prepare and coordinate presentations, open houses, and benefits. Prepare all marketing such as flyers, emails, word power letters, etc.

11/11-4/12

Kool Smiles

1300 S El Paseo

Las Cruces, NM 88005

Customer Service Relations

Cold calling was a big part of my job, bringing in the clients and scheduling the appointments. Follow up to ensure they became a patient. Presentations on the services provided at a variety of places such as head start schools, public schools, girls & boys club, human resources, and Dr.'s offices. Partnered up with Walgreens, Wal-Mart, and orthodontists. Educated families of the community and surrounding areas on dental hygiene. Prepared weekly and quarterly reports, as well as prepared and held weekly staff

meetings. Monthly and weekly goals were not only met but also exceeded.

4/11-9/11

Tierra Del Sol Housing Corporation

880 Anthony Dr.

Anthony, NM 88021

Client Services Coordinator

Interviewed clients to determine program that best fits their needs, work with clients credit and debt to bring their scores up and get them Mortgage ready, credit counseling was provided by myself as well. I packaged 502 loans, prepared all construction packages, Affordable Housing Program (AHP) packages, MPF packages for Grants, help meeting to prepare the client for the new venture in buying their first home and help build their own home. Help clients select their lots and house plans.

10/09-07/10

Bank of the West

201 N Church St,

Las Cruces, NM 88001

Mortgage Banker

Mortgage lending, VA, FHA certified, credit pulling, Microsoft Windows, Outlook, XP, Word, Excel, consult with customer to assist with the appropriate loan to fit their needs, key applications for processing, follow up on application status, work with underwriting for approval, assist title company to close loans, cold calling

03/09-10/09

Citi Financial

2001 E Lohman Ave

Las Cruces, NM 88011

Mortgage Consultant

Interview customers for consumer, auto, and personal loans, originated loans, processed loan payments, pulled credit bureau reports, collections, balance cash drawer daily, assist customers with banking needs in office and on phone, multi-line phone system, knowledge of database and computer software, Microsoft Word, Excel, Outlook

03/07-03/09

Official Mortgage Team

3850 Foothills Rd Ste. 8

Las Cruces, NM 88011

Mortgage Consultant

Consult with clients for mortgage loans consisting of Prime, Sub-prime, M/H, and Construction. VA & FHA Certified. Assist customers to help them build and clean up their credit. Proficient in Microsoft Word, Excel, XP, Real Estate, and Lines of Credit,

Cold Call sales, Notary Public, Run Credit, and knowledge of all products and programs to best batch each individual client's needs.

03/06-12/06

Simple Mortgage

1206 E. Lohman Avenue

Las Cruces, NM 88001

Office Manager/Mortgage Consultant

Manage and direct office including all employees, Interview Clients for Mortgage loans consisting of Prime, Sub-prime, M/H, and Construction, VA & FHA Certified, Proficient in Microsoft Word, Excel, XP, Real Estate, Lines of Credit, Consult with customers to help them build and clean there credit, Interview potential employees and make all decisions as Personal, Run all staff meetings and enforce all rules and regulations per employee handbook, Managing, creating, and, running all campaigns, Cold calling sales, Notary Public, pulling credit, and knowledge of all products.

1991 – 2006

Bank of America

691 S. Telshor Blvd.

Las Cruces, NM 88011

Account Executive/Corporate Officer

Mortgage lending, VA and FHA Certified, Credit pulling, all duties performed on laptop computer, Microsoft Outlook, Windows XP, Microsoft Word, Excel, sell different loans that best fit each clients needs.

1991-2006 Bank of America

691 S Telshor Blvd

Las Cruces, NM 88011

Personal Banker IV/Corporate Officer Proficient in: Consumer Lending, Lines of Credit, Real Estate, Merchant Services, Sales and Set up, Notary Public, Cold Calling Sales, Run Operations and Sales Floor, Running Campaigns, Roll Playing and Scripting, Running Staff Meetings, Assume Duties of Branch Manager, Knowledge of ALL Products Balance Accounts, Run EPC Machines, Balance ATM’S

Special Training for Bank of America is as follows:

(FOCC)- Fundamentals of Consumer Credit, (R/E)- Real Estate Lending, Coaching and Recognition, Customer Services in Motion I and II. (CAO), Consumer Assistance Officer, Delegation, Employee Relations, Enhancing Small Business Relations, Floor Management, Giving and Receiving Constructive Criticism, Interviewing and Selection, Group Interview, Introduction to Business Banking, Building A Foundation of Trust, New Accounts, Running A Sales Campaign, Time Management.

1989-1991

Dona Ana Savings and Loan

227 Amador

Las Cruces, New Mexico Balancing on a daily basis, work with an on line system, close accounts, answer phones, pull copies of statements concerning all types of accounts, take in large deposits from commercial accounts, dealing with all types of loans, either paying or updating files, accepting change of addresses and check orders, dealing with customers at all times and serving them the best way possible.

1987-1989

Casa Mexican Tile

PO Box 87

Mesilla Park, NM 88005

Secretary/Bookkeeper

Duties included: Balancing of three different accounts, inputting information into computer, payroll, keeping an extensive eye on inventory, paying receivables, in charge of payables, helping with home shows, close contact with suppliers and contractors, and sales in lobby, other duties as assigned.

1986-1987

First National Bank

500 S. Main

Las Cruces, NM 88001

New Accounts Representative

Opening and closing savings and checking, setting up CD’s, IRA’s and money markets, inputting all paperwork into the computer, ordering checks, stamps and supplies for customers. Other duties as assigned.

1984-1985

Western Bank

201 N. Main

Las Cruces, NM 88001

Head Teller/Vault

Handled all incoming and outgoing money shipments from Federal Reserve, all deposits and monies for commercial accounts, balanced and took care of all other branches monies, was in charge when supervisor was absent, also did teller training and input transactions into the computer system.

1982-1983

Mervyn’s Department Stores

5500 East Broadway Blvd.

Tucson, AZ 85711

Office Manager

Supervised three departments with 16 employees, consisted of production handling 200 line switchboard, balance and handle all cash for entire store, handling shipments of monies incoming and outgoing, Screened applications for employment and interviewed, prepared hiring and firing paperwork, extensive handling of confidential paperwork.

Awards

TOP SELLER OF THE YEAR 1997

TOP SELLER 1ST QUARTER 1998

TOP SELLER 2ND QUARTER 1998

PLACED 4TH IN THE REGION FOR 1998

REGIONAL TOP PRODUCER 2004

Extra Proficiency Skills

Bilingualist- Spanish and English- read, write, and speak

Computer knowledge of NCR, IBM, CRT, XP, Microsoft word,

Electric typewriter

Ten Key

Switchboard-200 lines

Calculator

Copiers

ATM

Cash Advance Terminals

Microsoft Office Suite

Community Involvement

Las Cruces Home Builders Association

Southern New Mexico Mortgage Bankers Association

Hispanic Association of Las Cruces and Dona Ana County

References available upon request.



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