Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Quote
Timeline
BusinessAnalyst
Greg Martinez, MF.

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
03.2022 - 02.2023
  • 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
03.2021 - 03.2022
  • 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
02.2019 - 03.2021
  • 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
05.2017 - 02.2019
  • 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
10.2015 - 10.2017
  • 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
03.2023 - 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, TX
2018

BBA - Accounting

TEXAS A&M UNIVERSITY SAN ANTONIO - BACHELOR OF ACCOUNTING
San Antonio, TX
2015

Associate of Arts - BUSINESS ADMINISTRATION

SAN ANTONIO COLLEGE - ASSOCIATES OF APPLIED SCIENCE
San Antonio, Texas
2012

HIGH SCHOOL DIPLOMA -

Kennedy High School
San Antonio, Texas
2010

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
03.2023 - Current

Mortgage Loan Officer

KBHS Home Loans
03.2022 - 02.2023

Mortgage Loan Officer

New American Funding
03.2021 - 03.2022

Senior Data Analyst

Accenture Federal Services
02.2019 - 03.2021

Mortgage Loan Officer

Bank Of America Home Loans
05.2017 - 02.2019

WISEMAN BLVD - CUSTOMER SERVICE SPECIALIST

THE HARTFORD INSURANCE
10.2015 - 10.2017

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

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