Broker Desk Manager

Posted on: 2006-10-09

April 2006 - Present Lexington Lending Santa Ana, CA Broker Desk Manager Receive and process wholesale broker applications; Receive and route all incoming calls for account executives, managers and funders; Verify information; Research broker history with Department of Real Estate; Enter broker information into Datatracs software for loan submissions; Provide documentation such as credit requests for account executives and loan officers; Assist managers in training of account executives; Prepare training packets and wholesale guideline books; Train account executives on the use and process of the company’s Intranet; Assisted all management with required clerical assignments. August 2005 - April 2006 Precision Lending Group Santa Ana, CA Administrative Assistant, Receptionist Coordinated meetings with Investors, Wholesale Executives and applicant Interviews; Answered and routed all incoming calls to appropriate personnel; Data entry; File stacking; Assist in ordering of Title and Escrow; Set up of all new employees with information packets of company policies; Order office supplies; Mail distribution; Dealt with all credit report accounts errors; Assisted management, underwriters, processors and loan officers with all aspects of the lending process to promote team work. July 2003 - August 2005 Innotrac Pueblo, CO Customer Service Representative Received 100 plus calls a day; Provided sales support, customer service and trouble shooting; Maintain several catalog accounts at the same time; Increased sales through product knowledge and ability to up-sell customer; provide excellent customer service; Averaged a 96% on all calls therefore receiving an award for the Quality Assurance Audit; Preformed additional tasks for managers as requested to help with call center overload; Was temporarily promoted to team lead position during holiday season to assist managers with call orders and returns; Company accounts worked with; Martha Stewart, Porsche Design, Coca Cola, Viva Terra, Smith and Hawken and Back to Basics Toys. March 2000 - December 2002 The Gap Inc. Costa Mesa, CA Sales, Cashier, Stock Clerk As part of Gaps team I preformed several tasks within the company such as; inventory, sales, cashier, stock clerk, merchandising, and store marketing. Maintained a continued knowledge of store, products, clothing and accessories; Provided great customer service with integrity, respect, and a genuine concern for customers needs.