Jeffrey DiLeo
Visalia
Summary
Dynamic Home Loan Originator with extensive experience at Wells Fargo Mortgage, excelling in loan structuring and credit evaluation. Proven track record of negotiating favorable terms, enhancing client satisfaction, and fostering strong relationships. Adept at managing pipelines and delivering exceptional customer service, ensuring seamless loan origination processes.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Home Loan Originator
Vero Mortgage
12.2018 - Current
- Conducted thorough borrower assessments to determine appropriate loan products based on individual needs and qualifications.
- Collaborated with internal teams to ensure seamless coordination during the entire loan origination process.
- Reviewed credit reports and financial statements to accurately assess risk factors before submitting loans for approval.
- Negotiated favorable terms and conditions for clients, ensuring the best possible mortgage options.
Home Loan Originator
Wells Fargo Mortgage
12.2014 - 12.2018
- Conducted thorough borrower assessments to determine appropriate loan products based on individual needs and qualifications.
- Collaborated with internal teams to ensure seamless coordination during the entire loan origination process.
- Worked closely with processors and underwriters to expedite the approval of loans while maintaining high-quality standards.
Merchandiser
Sequoia Beverage
06.2014 - 12.2014
- Removed damaged, out-of-code, not-in-set and discontinued items from displays.
- Updated pricing and signage to complete product displays and educate customers.
- Inspected merchandise for quality and arranged proper display location on floor.
- Managed inventory levels with regular monitoring, ordering, and stock replenishment for optimal product availability.
Sales Consultant
Merle Stone Chevrolet
07.2012 - 11.2013
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Provided sales and customer service assistance to walk-in traffic
- Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
Internet/Finance Manager
Will Tiesiera Ford
07.2008 - 07.2012
- Reviewed documentation and identified financial discrepancies where applicable.
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
Education
Associates - General Studies
College of The Sequoias
Visalia, CA05.2002
Skills
- Underwriting guidelines
- Loan structuring
- Goal oriented
- Document review
- Pipeline management
- Loan processing
- Marketing
- Referral generation
- Credit evaluation
- Team player
- Customer service-focused
- Friendly
- Relationship building and management
- Consumer lending
- Banking
- Client relations
- Documentation review
- Document analysis
- Credit
- Credit analysis
- Risk management assessments
- Financial counseling
- Financial services
- Loan origination
- Loans
- Sales expertise
- Portfolio management
- Mortgage lending
- Terms negotiation
- Financial advising
Certification
NMLS State license allowing me to originate home loans all throughout California.
Timeline
Home Loan Originator
Vero Mortgage
12.2018 - Current
Home Loan Originator
Wells Fargo Mortgage
12.2014 - 12.2018
Merchandiser
Sequoia Beverage
06.2014 - 12.2014
Sales Consultant
Merle Stone Chevrolet
07.2012 - 11.2013
Internet/Finance Manager
Will Tiesiera Ford
07.2008 - 07.2012
Associates - General Studies
College of The Sequoias
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