Sylvia Montenegro
San Bernardino
Summary
My goal is to transition from Loan Advisor to a part-time position in customer service.
I love helping people. I am enthusiastic to learn and help contribute to the success of the company I work for. I am a reliable team player and not afraid of work. Offering excellent communication and good judgement. Organized and dependable candidate, Successful at managing multiple priorities with a positive attitude
Overview
10
10
years of professional experience
Work History
Loan Advisor
O1NE MORTGAGE
01.2023 - Current
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Proactively identified solutions for customers experiencing credit issues.
- Explained very technical financial information to applicants in easy to understand language.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
- Processed loan applications and monitored progress from start to finish.
- Developed and maintained relationships with customers, lenders and other third parties.
Loan Advisor
Finance Of America Mortgage/Formerly Pinnacle Mort
01.2013 - 01.2023
- Developed and maintained relationships with customers, lenders and other third parties.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Processed loan applications and monitored progress from start to finish.
- Assisted customers with completing loan applications and other paperwork.
Education
High School Diploma -
Sierra Vista High School
Baldwin Park, CA06.1972
Skills
- Excellent work ethic
- Good listening skills
- Critical thinking
- Cultural awareness
- Compliance Observance
- Customer Relations
Timeline
Loan Advisor
O1NE MORTGAGE
01.2023 - Current
Loan Advisor
Finance Of America Mortgage/Formerly Pinnacle Mort
01.2013 - 01.2023
High School Diploma -
Sierra Vista High School
Similar Profiles
Gilbert DuranGilbert Duran
Senior Loan Officer at O1ne MortgageSenior Loan Officer at O1ne Mortgage
Angel TorresAngel Torres
Mortgage Loan Officer at O1ne MortgageMortgage Loan Officer at O1ne Mortgage
Robert Del ToroRobert Del Toro
Loan Consultant at O1ne Mortgage IncLoan Consultant at O1ne Mortgage Inc
Evelyn RojasEvelyn Rojas
Caregivers at IHHSCaregivers at IHHS
Celeste PenaCeleste Pena
Warehouse Worker at AmazonWarehouse Worker at Amazon