Maria Gulati
Wildomar, Ca 92595
**********@*****.***
Job Duties
Originate mortgages for purchase, refinance or new home construction
Solidify contacts with local realtors, contractors, financial advisors, and other referral sources and meet all potential borrowers, and inspect all properties for requested financing.
Review and analyze loan transaction packages for preliminary approval or denial in accordance with bank guidelines.
Provide high quality customer service; supervise and verify loan approval to close process maintaining permanent contact with processors, escrow officers, title officers, realtors, underwriters, account managers and account executives.
Personal Profile
2008 – Present, stay at home mom, ( 4 year and 5 mo old)
2006 – 2007, branch manager with TheEquityNetwork.com
Developed relationships with builders and real estate agents
Worked with Real estate agents and focused on purchase money loans primarily.
2005-2006 branch manager with QuoteMeARate.com
Received Top Broker award from Meritage Mtg Co for 4th quarter of 2005
2003 -2005, loan officer/office supervisor with World Wide Money Center
Received Top Broker award from Meritage Mtg Co for 2nd quarter of 2005
2001 - 2003 Personal banker/loan officer with San Diego County Credit Union
Elected in President club for sales performance achievement
Participated in B2B sales presentations
Completed training programs for consumer lending, loan officer, advance lending, accounting, underwriting and marketing with CUNA ( Credit Union National Associations)
2000 - 2001 Financial service representative with California Federal Bank ulterior associated with Citi Bank.
Participated in intensive cross selling training
Education:
Academy of Management in Turism in Romania
Real estate license
Health insurance license
Property and casulty license
Notary license ( not renewed)
Credit union staff and recognition program: Lending, Advanced lending, loan officer and accounting.