Greg Martinez, MF.
SAN ANTONIO,TX
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Software Developer position. Ready to help team achieve company goals.
Overview
8
8
years of professional experience
1
1
Certification
1
1
Web Development Fundamentals Bootcamp
Work History
Mortgage Loan Officer
KBHS Home Loans
2022.03 - 2023.02
- Worked with underwriters to fix application problems and resolve issues.
- Managed over 75 loans in pipeline plus incoming client's using Salesforce
- Reviewed loan files and updated to match current standards.
- Explained different types of loans pertaining to client situations.
- Fielded customer complaints and provided solutions.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Mortgage Loan Officer
New American Funding
2021.03 - 2022.03
- Worked with underwriters to fix application problems and resolve issues.
- Reviewed loan files and updated to match current standards.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy to understand language.
- Managed pipeline of 50-60 borrower plus incoming files
- Explained different types of loans pertaining to client situations.
Senior Data Analyst
Accenture Federal Services
2019.02 - 2021.03
- Working with special formulas and other actions to produce reliable and consistent statistical reviews
- Validated incoming data to check accuracy and integrity of information while independently locating and correcting concerns
- Gathered, arranged and corrected research data to create representative graphs and charts highlighting results
- Proficient Deltek Systems ,Costpoint & SAP
- Proficient in Encompass and Bankerview
- Expertise in Microsoft Excel (VLookups, Pivot Tables)
- Analyzed and complete 40-50 Workday transactions, daily
- Identified, reviewed and evaluated data management metrics to recommend ways to strengthen data across enterprise.
- Assessed large datasets, drew valid inferences and prepared insights in narrative or visual forms.
Mortgage Loan Officer
Bank Of America Home Loans
2017.05 - 2019.02
- Analyze applicants' financial status, credit, and property evaluation to determine loan feasibility
- Executed Loan origination process, including ordering credit reports, appraisals, and title reports
- Perform 20-30 calls per day to set appointments and conduct business
- Service high-end clientele (Doctors, Lawyers, Business Owners)
- Conducting weekly team meetings
- Coaching and role playing with bankers in financial center
- Worked with underwriters to fix application problems and resolve issues
WISEMAN BLVD - CUSTOMER SERVICE SPECIALIST
THE HARTFORD INSURANCE
2015.10 - 2017.10
- Effectively managed high-volume of inbound and outbound customer calls
- Calculated premiums and established payment methods for sales for 70-90 clients, daily
- Reported policy changes and company conditions affecting customer satisfaction
- Managed high call volume with tact and professionalism
- Identified issues and took appropriate action to ensure speedy resolution
- Followed up with customers on unresolved issues
Mortgage Loan Officer
New American Funding
San Antonio
2023.03 - Current
- Excellent communication skills, both verbal and written.
- Developed and maintained courteous and effective working relationships.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Education
MBA - Finance
Texas A&M University - Corpus Christi
Corpus Christi, TX2018
BBA - Accounting
TEXAS A&M UNIVERSITY SAN ANTONIO - BACHELOR OF ACCOUNTING
San Antonio, TX2015
Associate of Arts - BUSINESS ADMINISTRATION
SAN ANTONIO COLLEGE - ASSOCIATES OF APPLIED SCIENCE
San Antonio, Texas2012
HIGH SCHOOL DIPLOMA -
Kennedy High School
San Antonio, Texas2010
Skills
- Risk management processes and analysis
- Sales and Marketing
- Proficient Deltek Systems ,Costpoint & SAP, Salesforce
- Proficient in Encompass and Bankerview
- Expertise in Microsoft Excel (VLookups, Pivot Tables)
- HTML and XML
- Application Development
- Website Updating
- Code Debugging
- Web Practices
- Improving Websites
- JavaScript
- Web Development Projects
- Troubleshooting
Certification
- Licensed Mortgage Loan Originator - NMLS#1635917
- Web Development Fundamentals Bootcamp Certification
- JavaScript Fundamentals, Data Structure and Algorithms Certificate (in progress)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Mortgage Loan Officer
New American Funding
2023.03 - Current
Mortgage Loan Officer
KBHS Home Loans
2022.03 - 2023.02
Mortgage Loan Officer
New American Funding
2021.03 - 2022.03
Senior Data Analyst
Accenture Federal Services
2019.02 - 2021.03
Mortgage Loan Officer
Bank Of America Home Loans
2017.05 - 2019.02
WISEMAN BLVD - CUSTOMER SERVICE SPECIALIST
THE HARTFORD INSURANCE
2015.10 - 2017.10
MBA - Finance
Texas A&M University - Corpus Christi
BBA - Accounting
TEXAS A&M UNIVERSITY SAN ANTONIO - BACHELOR OF ACCOUNTING
Associate of Arts - BUSINESS ADMINISTRATION
SAN ANTONIO COLLEGE - ASSOCIATES OF APPLIED SCIENCE
HIGH SCHOOL DIPLOMA -
Kennedy High School
- Licensed Mortgage Loan Originator - NMLS#1635917
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