Erick Guerrero
Oceanside
Summary
Driven and detail-oriented aspiring Loan Officer with strong communication skills and a passion for helping clients achieve their financial goals. Quick to learn, client-focused, and committed to providing excellent service while growing within the lending industry.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Customer Lending Representative
Loandepot
04.2023 - 10.2024
- Respond to inbound inquiries and make outbound calls to potential customers interested in mortgage or personal loan products.
- Educate clients on available loan products, interest rates, and application steps.
- Pre-qualify borrowers by gathering necessary financial and personal information.
- Accurately input and manage data within loanDepot’s CRM and lending platforms.
- Collaborate with licensed loan officers to transition qualified leads and support the loan processing pipeline.
- Maintain compliance with federal and state lending regulations, as well as loanDepot policies.
- Meet or exceed daily performance metrics and KPIs, including call volume, conversion rates, and customer satisfaction scores.
- Provide a positive customer experience through professionalism, empathy, and clear communication.
Sales and Service Manager
24 Hour Fitness
09.2022 - 04.2023
- Controlled resources and utilized assets to achieve qualitative and quantitative targets.
- Addressed potential cancellations and offered catered solutions to retain accounts.
- Followed through with client requests to resolve problems.
- Assumed ownership over team productivity and managed work flow to meet or exceed quality service goals.
- Hit on average 50-100 calls dials each day
- Consecutively hit top 10 in sales revenue out of all Sales Managers in my region of 42 clubs
- Helped over 1,000 members change their lives by joining a gym and working with a trainer
Sales and Service Expert
24 Hour Fitness
12.2021 - 09.2022
- Kept senior managers informed about sales activities, current inventory and other metrics via timely reports.
- Processed orders, service requests and applied information to customers.
- Offered knowledgeable insight into available products and services as well as competitor activities to help consumers make informed decisions.
- Developed technical and mechanical proficiency to assist customers and field staff with service issues.
- Maintained 80% conversion rate on new contacts by using persuasive communication skills.
- Consecutively hit top 5 sales and service experts in the whole region during my role
New Business Coordinator
Ecapital
01.2018 - 01.2020
- Completed 295 calls daily with business owners in order to generate interest by articulating our services
- Efficiently transferred 10-20 qualified prospects daily to consultants ina professional manner to solidify deals
- As a top performer, hit on average 130% of monthly quota
Education
No Degree - Police Academy
Palomar College
San Marcos, CA12.2020
Skills
- Sales Goal Achievement
- Closing
- Prospecting
- Leadership Sales Training
- Managing pipeline
Certification
SAFE Mortgage Loan Originator Exam – Passed
NMLS – Nationwide Multistate Licensing System
Completed: April 2025
Languages
English
Spanish
Timeline
Customer Lending Representative
Loandepot
04.2023 - 10.2024
Sales and Service Manager
24 Hour Fitness
09.2022 - 04.2023
Sales and Service Expert
24 Hour Fitness
12.2021 - 09.2022
New Business Coordinator
Ecapital
01.2018 - 01.2020
No Degree - Police Academy
Palomar College
Similar Profiles
Steven VenoSteven Veno
Senior Loan Officer at LoanDepotSenior Loan Officer at LoanDepot
Steve TothSteve Toth
Senior Licensed Loan Officer at LoanDepotSenior Licensed Loan Officer at LoanDepot
DENNIS FERIOZZIDENNIS FERIOZZI
Loan Consultant and Branch Production Assistant at LoanDepotLoan Consultant and Branch Production Assistant at LoanDepot