Summary
Overview
Work History
Education
Skills
Certification
Languages
References
Timeline
Generic

Joseph Jones

Lake Elsinore

Summary

Dynamic Mortgage Loan Originator at The Mortgage Calculator LLC, adept at optimizing loan processes and enhancing client satisfaction. Proven track record in financial analysis and client relationship management, consistently exceeding expectations and fostering trust. Skilled in sales presentations, I thrive on engaging customers and driving results in competitive environments.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Mortgage Loan Originator

The Mortgage Calculator LLC
Miami
01.2025 - Current
  • Facilitated mortgage loan processes, ensuring compliance with industry regulations and enhancing client satisfaction.
  • Managed mortgage loan applications, optimizing approval timelines, and improving client experience.
  • Processed mortgage loans with precision, adhering to regulatory standards and boosting client trust.
  • Coordinated with lenders to ensure thetimely processing of all required paperwork.
  • Analyzed financial information provided by customers to determine eligibility for loans.

Outside Sales Representative

Spectrum
Lake Elsinore
03.2018 - 02.2019
  • Acquired new residential customers through strategic door-to-door engagement, enhancing customer base and driving sales growth.
  • Conducted comprehensive needs analyses and delivered tailored sales presentations, effectively aligning products and services with customer requirements.
  • Achieved and exceeded monthly sales quotas across high-speed data, mobile, landline phone, and video services, contributing to team success.

Education

High School Diploma -

Orange High School
Orange
06-2000

Some College (No Degree) -

Mt. San Jacinto College
Menifee, CA

Skills

  • Mortgage processing and regulatory compliance
  • Financial analysis and reporting
  • Sales presentations and pitches
  • Client relationship management
  • Customer engagement strategies
  • Lead prospecting
  • Sales closing
  • Reports generation
  • Product demonstrations
  • Networking
  • Customer Service-oriented
  • Problem-solving

Certification

  • 2022 - California - DFPI Mortgage Loan Originator License - NMLS: 1148691
  • 2022 - California - Property & Casualty Insurance License - 0M26016

Languages

English
Professional

References

References available upon request.

Timeline

Mortgage Loan Originator

The Mortgage Calculator LLC
01.2025 - Current

Outside Sales Representative

Spectrum
03.2018 - 02.2019

High School Diploma -

Orange High School

Some College (No Degree) -

Mt. San Jacinto College

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Joseph Jones