Juan Arciniegas
Beaumont,AB
Summary
Dynamic Sr Mortgage Advisor with a proven track record at Nesto, with an annual funding of at least $35M. Expert in alternative lending and adaptable decision-making, I empower clients with tailored mortgage solutions while fostering strong relationships. My proactive problem-solving skills and commitment to superior customer service drive high loan approval rates and client satisfaction.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Sr Mortgage Advisor
Nesto
09.2022 - Current
- Currently Piloting the alternative lending channel for nesto Direct to Consumer, live for 4 months, funding just over $3M with another $2.5M in pipeline.
- Collaborated with underwriters to expedite the loan approval process, ensuring timely closings for clients.
- Educated clients on loan options and guidelines, empowering them to make informed decisions regarding their home financing needs.
- Maintained up-to-date knowledge of market trends, regulatory changes, and competitive offerings to provide accurate advice to borrowers.
- Developed tailored mortgage solutions for diverse clientele, resulting in a higher percentage of successful loan applications.
Sales Advisors - Team Lead
Nesto
02.2022 - 09.2022
- Managed and motivated employees to be productive and engaged in work.
- Maximized performance by monitoring daily activities and mentoring team members.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
Mortgage Advisor
Nesto
06.2021 - 02.2022
- Managed a diverse portfolio of clients, effectively addressing their individual needs and concerns during the mortgage application process.
- Achieved higher loan approval rates by carefully analyzing clients'' financial situations and offering tailored mortgage solutions.
- Negotiated favorable terms on behalf of clients with various lenders, securing optimal interest rates and loan conditions for their unique circumstances.
- Maintained a high level of industry knowledge by attending relevant conferences and workshops, ensuring accurate and up-to-date advice for clients.
Mortgage Agent
True North Mortgage
10.2016 - 05.2021
- Piloted the alternative lending program for 2 years, funding over $40M in the 2 years i ran it.
- Consistently met or exceeded sales targets through proactive client outreach and exceptional customer service.
- Provided thorough explanations of various mortgage products to clients, assisting them in selecting the best option for their needs.
- Maintained a high level of professionalism in all interactions, fostering trust and building long-term client relationships.
- Negotiated favorable mortgage terms with lenders, resulting in lower interest rates and fees for clients.
Education
Full Stack Developer Program - Web Development
Le Wagon
Montreal11-2021
High School Diploma -
St Mary's High School
Calgary06-2008
Skills
- Adaptable Decision-making
- Team leadership
- Superior customer service
- Proactive problem-solving
- Alternative Lending Expertise
Languages
Spanish
Native or Bilingual
Certification
Licensed Mortgage Agent in:
Ab, BC, SK, ON, NS
Timeline
Sr Mortgage Advisor
Nesto
09.2022 - Current
Sales Advisors - Team Lead
Nesto
02.2022 - 09.2022
Mortgage Advisor
Nesto
06.2021 - 02.2022
Mortgage Agent
True North Mortgage
10.2016 - 05.2021
Full Stack Developer Program - Web Development
Le Wagon
High School Diploma -
St Mary's High School
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