Evelia Preciado
Orange
Summary
Resourceful professional in financial services, known for high productivity and efficient task completion. Specialized in risk assessment, regulatory compliance, and customer service. Excel using communication, problem-solving, and adaptability skills to achieve goals and meet client needs. Seasoned loan officer with robust background in mortgage and commercial lending. Skilled in evaluating financial information, assessing risk, and making informed loan approval decisions. Strengths include effective communication with clients to understand needs and providing tailored financial solutions. Demonstrated ability to improve loan processes resulting in increased customer satisfaction and efficiency gains.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Assistant Interior Decorator
Cashmere & Co.
Newport Beach
02.2024 - 04.2025
- Developed interior design concepts and prepared interior systems and finishes.
- Coordinated movers and assistant stylists to complete project installations and styling.
Loan Sales Executive
iFinance Mortgage Inc,
Irvine
05.2019 - 02.2024
- Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
- Identified valuable solutions for customers with credit problems.
- Established strong relationships with customers through regular follow-up communications.
- Evaluated and approved loan applications based on established criteria.
- Developed and implemented strategies for improving customer service satisfaction levels.
Loan Set-Up
Gotmortgage Inc.
Fountain Valley
06.2016 - 12.2019
- Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
- Improved loan applications and documentation by informing applicant of additional requirements.
- Monitored loan status and communicated updates with customers.
- Monitored progress of loans in processing stage until they are closed successfully.
Tax Accountant Assistant
Gati Group Inc.
Fullerton
04.2013 - 05.2015
- Assisted in preparing and filing federal, state, and local tax returns for clients.
- Managed daily bookkeeping tasks, including journal entries and ledger maintenance.
- Supported accounts payable and accounts receivable functions.
- Recorded debit, credit and account transactions in computer spreadsheets and databases.
- Prepared and processed payroll.
Education
Associate of Science - Business Administration
Fullerton College
Fullerton05-2013
Bachelor of Science - Business Administration And Management
California State University, Fullerton
Fullerton, CASkills
- Financial analysis
- Customer relationship management
- Loan compliance
- Documentation management
- Sales strategy
- Risk assessment
- Communication skills
- Problem solving
- Negotiation skills
- Team collaboration
- Customer service
- Time management
- Credit assessment
Certification
- Real Estate Licnese
- Currently Getting NMLS License
Languages
Spanish
Professional
Timeline
Assistant Interior Decorator
Cashmere & Co.
02.2024 - 04.2025
Loan Sales Executive
iFinance Mortgage Inc,
05.2019 - 02.2024
Loan Set-Up
Gotmortgage Inc.
06.2016 - 12.2019
Tax Accountant Assistant
Gati Group Inc.
04.2013 - 05.2015
Associate of Science - Business Administration
Fullerton College
Bachelor of Science - Business Administration And Management
California State University, Fullerton
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