Brooke Welch: in Capistrano Beach, CA

• Client relationship management and sales to existing and potential borrowers • Origination of various loan products including conventional, VA, FHA and bond loans • Daily utilization of cold and warm lead calling to further production • Direct communication and relationship management with realtors and other production partners to drive business and close deals in six states • Utilization of CRM data and marketing to increase sales and client satisfaction

• Assisted in closing 16.6 units and over $3.98 million in volume per month on average • Skilled in calculating W2 income, rental income, and self-employed tax-based income • Direct communication with borrowers and processing teams to increase customer satisfaction • Multi-channel marketing outreach to previous and prospective clients

• Prepared monthly expense report summaries to flow into consolidated financial statements • Conducted financial analysis of quarterly data for insurance payer funds flow • Aided in constructing forecasting and budgeting reports for the prior and upcoming year • Shadowed under The Director of Finance and Marketing Managers