Dalton Rosene
Newport Beach,CA
Summary
With over 8 years of experience in sales and account management, I specialize in mortgage lending and have built a successful track record as a real estate agent and licensed Loan Officer across multiple states. My extensive experience and proficiency in industry tools have helped me quickly rise to become one of the top producers in the field. In 2021, I ranked #94 nationally with United Wholesale Mortgage for loan volume. Currently, I serve as the President of NewCap Lending, where I lead business growth, drive lending success, and mentor others in the mortgage industry.
Overview
4
4
years of professional experience
1
1
Certification
Work History
President
NewCap Lending
05.2024 - Current
- Founded and built NewCap Lending from the ground up.
- Direct oversight of operations, compliance, marketing, and growth.
- Lead and mentor a team of licensed loan officers.
- Manage strategic relationships with lenders, investors, and partners.
Vice President
Oceans Capital Group
08.2023 - 04.2025
- Oversaw day-to-day operations and expanded origination teams across multiple states.
- Developed and executed sales strategies resulting in loan volume growth.
- Strengthened lender and broker partnerships.
Branch Manager
Home Mortgage Alliance Corp. (HMAC)
07.2022 - 04.2024
- Managed branch performance, recruiting, training, and compliance.
- Maintained strong personal production while mentoring new LOs.
Senior Mortgage Loan Officer
Certified Rate
01.2022 - 08.2022
- Originated residential mortgage loans in a high-volume environment.
- Focused on client-centered solutions and rapid pipeline management.
Senior Mortgage Loan Originator
Loyalty Funding, Inc.
01.2021 - 08.2022
- Top-producing loan originator with multi-state licensing.
- Ranked #94 in the nation for volume with UWM in 2021.
Education
High School -
Newport Harbor High School
Newport Beach01.2016
Skills
- Mortgage Lending & Loan Origination
- Multi-State Compliance & Licensing
- Sales Strategy & Pipeline Management
- Client Acquisition & Retention
- Real Estate Transactions
- Encompass
- Salesforce
- UWM Portal
- Team Building & Mentorship
- Business Development & Leadership
Certification
- Licensed Loan Officer (NMLS #2071280)
- Licensed MLO in 3 States with the goal of all states for 2026
Timeline
President
NewCap Lending
05.2024 - Current
Vice President
Oceans Capital Group
08.2023 - 04.2025
Branch Manager
Home Mortgage Alliance Corp. (HMAC)
07.2022 - 04.2024
Senior Mortgage Loan Officer
Certified Rate
01.2022 - 08.2022
Senior Mortgage Loan Originator
Loyalty Funding, Inc.
01.2021 - 08.2022
High School -
Newport Harbor High School
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