Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Cesar Lopez

Beaumont

Summary

Dedicated and results-driven sales professional with over 20 years of experience in mortgage, insurance, and personal loan sales. Proven ability to assess customer needs, provide tailored solutions, and deliver exceptional service in high-volume environments. Bilingual in Spanish, recognized for building strong relationships and achieving sales targets.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Mortgage Loan Officer

Amerisave Mortgage
Riverside
06.2023 - 10.2023
  • Met with applicants to obtain information for loan applications and answer questions about loan process.
  • Stayed abreast of lending regulations, industry trends and market rates.
  • Assessed financial means and desires of each client in order to set up appropriate mortgage packages.

Sales Agent

Tripoint Lending
Irvine
11.2022 - 07.2023
  • Managed day-to-day tasks, including answering incoming calls, and following up with customers.
  • Maintained an average daily talk time of six hours, demonstrating strong communication and customer service skills.
  • Provided customer support via incoming phone calls, assessing customer finances and offering suitable loan programs and debt settlement services.

Mortgage Loan Officer

Loandepot
Foothill Ranch
05.2021 - 05.2022
  • Responded to inbound calls from clients across various states, aiding in loan applications and qualification assessments.
  • Reviewed possible loan products and collected relevant loan documentation for underwriting processes.
  • Maintained an average daily talk time of six hours, demonstrating strong communication and customer service skills.

Insurance Agent

Senior Life Insurance Company
Thomasville
04.2018 - 04.2020
  • Sold insurance products to clients, conducted appointment setting via phone, and performed in-home presentations of insurance offerings.
  • Maintained accurate records of all insurance transactions using computer software systems.
  • Assessed customer risk levels and recommended appropriate coverage options.

Education

High School Diploma -

Tustin High School
Tustin
06-1996

Skills

  • Loan application processing
  • Regulatory compliance
  • Mortgage underwriting
  • Financial analysis
  • Credit assessment
  • Customer service
  • Income evaluation
  • Financial service solutions
  • Loan modifications
  • Loan management
  • Real estate knowledge
  • Loan structuring
  • Credit analysis

Languages

Spanish
Professional

Certification

  • California Mortgage License
  • Life Insurance License

Timeline

Mortgage Loan Officer

Amerisave Mortgage
06.2023 - 10.2023

Sales Agent

Tripoint Lending
11.2022 - 07.2023

Mortgage Loan Officer

Loandepot
05.2021 - 05.2022

Insurance Agent

Senior Life Insurance Company
04.2018 - 04.2020

High School Diploma -

Tustin High School

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Cesar Lopez