Fort Worth, Texas, United StatesMulti-million-dollar loan originator with a focus on building and maintaining relationships with agents, brokers, and consumers seeking mortgage services.
Reviewed mortgage applications and financial documentation, including credit reports, bank statements, and tax returns.
Collaborated with processing and underwriting teams to ensure timely and accurate loan submissions and resolutions.
Cons...
Dallas/Fort Worth AreaEstablished and managed a project management company specializing in virtual assistant services and operational support for the solar industry.
Directed all aspects of business operations, including client acquisition, service delivery, and team management.
Provided tailored project management solutions to solar companies, improving operational efficiency and streamlining workflows.
Oversaw r...
Oversaw finance and accounting functions, including lender credit approval, contract reviews, loan processing, and financial statement preparation for a company generating $50M+ annually.
Handled compliance, insurance, and lender audits while developing relationships with key financial partners to secure competitive rates and dealer fees.
Supported a sales division of 75+ representatives, ens...