Jaime Escalicas
Sacramento
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
11
11
years of professional experience
Work History
Consumer Direct Sales Assistant
Reverse Mortgage Funding, LLC.
11.2015 - 12.2022
- I managed and maintained proper documentation handling, data entry, and record maintenance. Safeguarding sensitive and confidential information for all our customers and over 50+ licensed loan officers.
- I boosted customer satisfaction by promptly addressing inquiries and resolving issues professionally. I always met and completed my daily, weekly, and monthly goals.
- I increased efficiency by implementing new processes and providing administrative support to our sales team, my production support team, and my management team.
- I helped new hires and worked closely with them. I answered all their questions, submitted required paperwork, set up accounts, and more. I can handle and manage multiple onboarding projects simultaneously and ensure timely completion.
- I reduced response time to internal and external inquiries, establishing structured system for tracking and managing emails. I tracked and maintained multiple reports.
- I handled multiple priorities and tasks to meet company goals and I always have a prompt, polite, and positive attitude.
- I developed rapport with customers and my team members through my listening skills and I delivered exceptional customer service by addressing concerns and providing accurate information.
Licensing Coordinator
Liberty Reverse Mortgage
01.2012 - 11.2015
- I maintained accurate records of all licensing transactions for over 150 loan officers.
- I assisted in the development of strategic plans for licensing programs and continuing education that aligns with the overall business objective.
- I reduced turnaround time for license approvals by closely collaborating with internal teams and external partners such as NMLS and state regulators.
- I streamlined the licensing process for all our new and existing licensed loan officers and made sure all state requirements were up to date.
- I ensured compliance with industry regulations by meticulously reviewing license applications and documentation.
- I performed routine data entry, while multitasking and assisting other departments when help is needed.
- I processed payments for fines and fees for state and federal licensing. Each state has different pricing and I always meet the designated deadlines each year.
- I stayed up to date on state specific laws and licensing requirements to complete accurate and efficient reviews.
- I updated operational records by using multiple computer programs.
- I worked closely with customers and loan officers to determine eligibility and verify accuracy and integrity of application data. I submitted letters of explanation to the states when needed to help our customers and loan officers.
Education
Medical Assitant - Medical Assistant
High-Tech Institute
Sacramento12.2005
Skills
- Customer Service
- System onboarding
- Goal oriented
- Teamwork and collaboration
- Excellent communication
- Multitasking Abilities
- Dependable and responsible
- Fast learner
- Attention to detail
- Support services
- Self-driven and motivated
- Computer skills
Timeline
Consumer Direct Sales Assistant
Reverse Mortgage Funding, LLC.
11.2015 - 12.2022
Licensing Coordinator
Liberty Reverse Mortgage
01.2012 - 11.2015
Medical Assitant - Medical Assistant
High-Tech Institute
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