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Loan Specialist Customer Service, sales, data entry

Location:
San Diego, CA
Salary:
Open
Posted:
June 17, 2023

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Resume:

Deborah E Cockrell

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

Simi Valley, Ca. 93065

Mobile: 949-***-****

adxre0@r.postjobfree.com

Professional summary

I am service driven and resourceful professional with years of experience in real estate, property management, sales, data entry, marketing, leadership, management and customer service skills. I am looking to obtain a short or long term remote work position only.

Professional working experience

Laguna Coast Real Estate, Laguna Beach, CA.

Realtor, Property Management & Marketing

Jan. 2014- 2022

PennyMac, Moorpark, CA.

Regional Manager/ Business Development Officer

Jan.2014-Oct. 2014

Keller Williams Realty Exclusive Properties, Simi Valley, CA. Realtor

Nov.2009-Jan.2014

Synergy Financial group, Inc., Mission Viejo, CA.

Senior Lending specialist

Jan 2005-Nov.2009

Responsible for 1st and 2nd trust deed originations Wells Fargo Homes Mortgage, Ventura, CA Home Loan Specialist August 2003-Jan 2005

· Responsible for 1st and 2nd trust originations

Bank of American Mortgage, Laguna Niguel, CA Vice president Aug. 2000-Aug. 2003

· Responsible for 1st and 2nd trust deed originations and developing referral relationships

· With premier Bankers and Private Client service representatives

· Platinum club 2002,62.3M in findings, 133units, top 1% nationally

· Platinum club 2001,65.8M in findings, 165units, top 1% nationally

· 2003 funding through 6/03 $30M, 85% self sourced originations Private Mortgage banker III

Well Fargo Home Mortgage, Loan Beach CA Feb2000-Sep.2000

· Responsible for developing referral relationships with private Bank and Trust

· Department and originating self-source 1st and 2nd trust deeds

· Full underwriting and processing responsibilities. Bank of America

Sep. 1990-Feb.2000

Assistant Vice president/Account Executive, Torrance, CA (promoted to VP, Laguna)

· Responsible for residential real estate loan originations

· Chairman’s Club 1999,$30.8m in funding, Ranked 97th of 1540 nationally

· Sterling club 1998,$26.5m in funding

Assistant Vice president/Premier Banker, Torrance Ca. Managed portfolio of top 10% of bank clientele

Responsible for increasing business across all product/service lines, series 6 and 63 licenses 120% of combined quota

150% of quota for new revenue

Over 200% of quota for residential real estate loans Ranked 3rd on team of 23 Preferred Banking Officer, San Francisco, CA (promoted to AVP, PB, Torrance) Responsible for developing new business and expanding existing banking relationships specifically for mortgage, personal and business account, including lending. Gold club member both quarters

Top 15% in sales for Northern California District

Residential loan officer, Irvine, CA (promoted to PBO, San Francisco)

· Responsible for 1st & 2nd trust deed originations in Newport beach territory

· 150% of 1997 quota for unit and findings

· 134% of combined goals for 1996 with over $14m in funding

· Ranked No.1 in units and 2nd in funding in 1996, my first quarter in the position Home Loan Specialist, Hillsboro, or (promoted to Regional Loan Officer,Irvine)

· Full client service responsibilities for “loan by Phone” call center

· Average 6 loan originations per day

· Developed and implemented successful marketing strategies

· Assisted in developing and performing training modules for the staff· Assisted in developing and implementing of ground breaking pilot programs Financial services representative, Portland, or (Promoted to HLS, Hillsboro)

· Exceeded goals for six consecutive quarters

· Promoted to Home loan Specialist for outstanding performance Customer Sales representative, Consumer Loan center, Brea, CA (promoted to FSR)

· Consistently exceeded quarterly goals by a minimum of 12%

· Assisted in the training of new hires

.managed sales teams and personal assistants

Licensed Realtor, member California Association of realtors of NAR, DRE No 01743130 Series 6, 63 Investment License Now (expired), NMLS License to do mortgage. Broker studies and final exams complete which includes property management course. Moorpark College, Business and accounting course concentration, 2 yr. non degree Graduated Royal high school, Simi Valley, Ca.

Skills

· Exceptional leadership and customer-service skills

· Problems solving skills and Strong work ethic

· Ability to handle pressure and expectations.

· Strong interpersonal and leadership skills

· A friendly, passionate and confident communicator

· Excellent communication and people management skills

· Exceptionally organized with great ability to multi-task

-computer competency skills

Hobbies:

I love photography, painting, cooking, gardening, kayaking, hiking, horse back riding, paddle boarding, sailing and being by the ocean or in the mountains during my down time.



Contact this candidate