Results-driven Mortgage Loan Originator with 28 years of comprehensive experience in financial services, specializing in residential lending, client relationship management, and sales growth. Proven ability to guide clients through the loan process, analyze financial profiles, and deliver tailored lending solutions. Strong track record of exceeding production goals, building referral networks, and maintaining compliance with industry regulations.
Overview
2027
2027
years of professional experience
Work History
Licensed Mortgage Loan Originator
Supreme Lending
12.2025 - Current
Broker Owner/Licensed Mortgage Loan Originator
Integrity Home Lending
07.2023 - 12.2025
Generate new business through realtor partnerships, referrals, and networking
Originate residential mortgage loans and guide clients through full lending process
Maintain compliance with underwriting guidelines and lending regulations
Manage loan pipeline to ensure timely processing and closing
Mortgage Loan Originator
Motto Mortgage
12.2022 - 02.2023
Develop referral contacts through realtors, professionals and personal relationships
Maintain knowledge of available loan products, processing procedures and underwriting guidelines
Interview mortgage applicants, collect required documents for processing
Originate residential loan applications
Manage pipeline for all originated loans
Branch Manager/Assistant Vice President
Regions Bank, Texas Market, Georgia/ Carolinas Market
05.2019 - 12.2022
Responsible for maintaining engaged, operationally sound, and high performing team dedicated to improving financial wellness of customers
Oversee branch operations, directly manages associate performance, and provides guidance to ensure associates are helping customer reach their financial goals
Drive branch performance results through individual sales performance in addition to coaching and leadership
Ensures that branch team meets/exceeds branch sales, quality, and service goals while maintaining operationally efficient and compliant branch
Educates associates, customers, and surrounding community about best practices to achieve and maintain financial wellness
Conducts outside sales efforts to generate new business clients, while also maintaining and deepening existing consumer and business relationships
Partners with Line of Business Specialists who assist customers when more complex financial needs are uncovered
Branch Manager/Assistant Vice President
IBERIABANK
03.2015 - 08.2018
Represented bank at community events to establish strong ties and promote business
Business development of market area through proactive sales calls and networking to meet or exceed production goals such as growth of consumer and business loans, deposits, and fee income for retail managers
Involvement in local market/community through civic organizations or community groups
Maintain high level of product knowledge and organize well-prepared loan package for underwriting
Branch Manager/Vice President
JP Morgan Chase Bank NA
10.2002 - 03.2015
Oversee entire branch, ultimately responsible for branch's performance- both sales and operations
Successfully and consistently delivers exceptional customer experience
Directly coach and develop Personal Bankers to acquire and deepen customer relationships
Ability to effectively execute sales process in team environment
Maintained friendly and professional customer interactions
Assessed employee performance and developed improvement plans
Engaged employees in business processes with positive motivational techniques
Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations
Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set
Gathered and reviewed customer feedback to improve operations
Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches
Identified and capitalized on community business opportunities with effective networking
Developed prospects for new loans though weekly cold calling
Relationship Banker
JPMorgan Chase
Effectively acquired, retained and deepened customer relationships to achieve financial goals
Successfully managed banking relationships for assigned customers by understanding and anticipating their financial needs and expectations and delivered customized financial solutions
Proactively met with customers face to face and over phone to provide product and service recommendations
Partnered with specialist, such as Loan Officers, Business Bankers, and
Financial Advisors to ensure that customers get access to experts who can help them with specialized financial needs
Assisted customers in opening all types of deposit accounts as well as processing secured and unsecured loan products
Skills
Mortgage Loan Origination (NMLS)
High energy, positive attitude
Detail oriented and results driven
Loan Processing & Underwriting Coordination
Financial Analysis & Risk Assessment
Sales & Business Development
Customer Relationship Management
Team Leadership & Coaching
Negotiation & Closing Strategies
Market Research & Growth Strategy
Timeline
Licensed Mortgage Loan Originator
Supreme Lending
12.2025 - Current
Broker Owner/Licensed Mortgage Loan Originator
Integrity Home Lending
07.2023 - 12.2025
Mortgage Loan Originator
Motto Mortgage
12.2022 - 02.2023
Branch Manager/Assistant Vice President
Regions Bank, Texas Market, Georgia/ Carolinas Market