MY EXPERIENCE

Roles & Responsibilities

MORTGAGE LOAN OFFICER

August 2021 - Present

Business development and marketing campaign increasing mortgage origination over 100% within Asian community.
Educated first-time home buyers as well as real estate investors on home buying strategy and mortgage process.
Attempted AAPI community outreach effort to ensure the community obtain authentic mortgage knowledge.
Delivered market expansion strategic business plan to promote MWF Inc. in AAPI community in CO and AZ.

October 2018 - May 2021

Hired Trained and coached staff to meet both customer service and financial goals.
Regularly exceed quarterly sales target by 33 to 50% with annual sales goal of $12.5MM.
Analyzed financial credit and underwrote to determine loan feasibility.
Developed relationship with 45+ small business owners, realtors, CPA and financial advisors.
Team of mortgage initiative business plan and drove mortgage volume up 65% year over year.
Supervised Asian Banking Center and directed internal communications, including community event and newsletters.

August 2017 - October 2017

Researched, documented and evaluated organization’s internal/external environment including its mission, products and competitors serving U.S.
Developed 5 Forces and PESTLE analysis to determine the attractiveness and competitiveness regarding the U.S market for expansion.
Led a team of 5 Master of Global Management candidates and distributed tasked amount team members.
Coordinated and communicated between team and clients as well as managing team meeting logistic.

November 2005 - October 2016

Collaborated with clients and to investigate the discrepancy of final product due to human errors and software incompatibilities and led to recurring business revenues increased by 20%.
Provided on going communication and customer service throughout seismic projects to develop and achieve solid relationships and client satisfaction.
Coordinated meeting, communication and scheduling between the project team, management team and client for large scale, multi-client Permian Basin project in Western Texas that generated $3MM in revenues.