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Work Background
Peek Brothers ConstructionDirector of Finance
Sep. 2023Reno, Nevada, United States
Mortgage Professionals Group, Inc.Mortgage Broker
May. 2023 - Jan. 2024Reno, Nevada, United States
Greater Nevada MortgageMortgage Loan Officer
Feb. 2022 - May. 2023Sparks, Nevada, United States
Valeim EnterprisesOwner/Accountant
Jul. 2017 - Feb. 2022Reno, Nevada, United StatesResponsible for Managing an accounting book of business to include 7 companies – all accounting and bookkeeping tasks to include accounts receivable, accounts payable, weekly and bi-weekly payrolls, payroll taxes, new employee reporting, payroll EFTPS payments, quarterly tax filings for federal and state. Additional Duties Include: • Responsible for all other sales, vendor and expense reports as requested by the owner. • Provide suggestions on optimal business operations and money saving solutions to the owner.
• Manage Inventory, primarily in a restaurant and storefront setting, for accounting purposes.
Wells FargoPrivate Mortgage Banker
Aug. 2015 - Jul. 2017Reno, Nevada, United StatesResponsible for producing high quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources. Responsible for processing and underwriting loans. Strong sales and organizational skills are essential. Additional Duties Include: • Develop knowledge of company products, policies and procedures, and underwriting requirements.
• Understand real estate appraisals, title reports, and real estate transactions.
Inform prospective and existing customers of WFHM programs, rates, policies, underwriting requirements, and loan procedures.
• Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk.
• Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in.
• Develop and maintains a high degree of visibility for WFHM in the marketplace.
• Perform miscellaneous duties as needed and required.
Nevada State BankBranch Operations Manager
Sep. 2011 - Aug. 2015Las Vegas, Nevada, United States• Responsible for soliciting and bringing in mortgage business for the bank through previous contacts, relationships and referrals form real estate agents, builders, developers and branches.
• Interviews potential applicants to develop information concerning their needs, desires and other information - obtains and review pertinent financial and credit data.
• Responsible for assisting customers with information about loan types and interest rate options, locking interest rates as requested by the customer, preparing and sending initial disclosures to customers and submitting information to automated underwriting software.
• Responsible to communicate with the customer throughout the process and work with processors through closing.
• Keeps informed of trends and developments in the local real estate market, and changing rules and regulations pertaining to mortgages.
• Ensures compliance with regulatory guidelines in the performance of loan originator duties.
US BankBranch Manager
May. 2005 - Oct. 2010Coeur d'Alene, Idaho, United StatesResponsible for demonstrating and ensuring all branch employees provide excellent customer service in accordance with the U.S. Bank Service Advantage Core Values. The Branch Manager is involved primarily with the management and administration of the branch to ensure that budget goals are met and to ensure compliance with all banking laws and regulations. Additional Duties Include: • Regularly and customarily directs the work of the staff to effectively identify the financial needs of customers.
• Provides on-site leadership, motivation and direction for the branch staff • Expands the customer base and branch profitability; integrates products/services with customers' needs and actively participates in the community.
• Market and promote U.S. Bank products and services.
• Meet with and assess the needs of consumer and business customers regularly. Provide solutions and recommendations to address immediate and future needs.
• Ability to manage multiple tasks/projects and deadlines simultaneously.
• Ability to resolve complex problems with minimal guidance.
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