Summary
Overview
Work History
Education
Skills
Timeline
Generic

Bria White El

Cleveland

Summary

I am grateful for your consideration for the applied position. Over the past two years, a tax business has been successfully managed and marketed, consistently earning stellar five-star reviews. Maintaining a positive image and ensuring customer satisfaction with tangible results are top priorities. The mission is to utilize expertise to empower clients and contribute to the achievement of the organization’s objectives. There is a readiness to commit to a mortgage company that shares high values and fosters an environment supporting hard work and innovation. Experience in the mortgage industry has provided a strong foundation in writing various loan products for purchases and refinances. Lasting relationships with realtors, investors, and satisfied clients have been built, demonstrating excellent interpersonal and communication skills. With a high level of motivation, organization, and networking abilities, there is confidence in meeting the demands of this role and excelling as a team member.

Overview

9
9
years of professional experience

Work History

Tax Preparation Expert

Express Tax Check
01.2022 - Current
  • Owner and expert responsible for submitting tax forms on behalf of clients to pay the appropriate amount and maximize the client's return
  • Interviewed clients about their income and expenses
  • Audited account details and acted as a liaison between clients and the IRS
  • Certified PTIN, and EFIN with the IRS
  • Created all unique forms for business to function according to the IRS guidelines
  • Organized and secured over 350 client files
  • Developed customized strategies with clients to minimize their tax liabilities while complying with applicable laws and regulations.

Expert Loan Officer

Freedom Mortgage
01.2021 - 01.2022
  • As an Executive Loan Officer, I acted as the face of Freedom Mortgage to our clients
  • I used my thorough understanding of and expertise in loan programs, guidelines, mortgage documents, and home buying process knowledge to guide clients through the mortgage process and help them achieve their goals
  • Wrote VA, USDA, FHA and conventional loan products to help clients get qualified for an easy underwriting process for an overall great experience
  • I kept a satisfied pipeline of over 150 clients and updated pre-approvals as necessary until they found their home
  • I kept long term relationships with realtors who our mutual clients had good experiences with.
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Maintained strict confidentiality of bank records and client information.

Loan Officer

Rocket Mortgage
01.2020 - 01.2021
  • Responsible for making 200-300 outbound calls per day
  • Delivered prepared questions and reading from scripts that describe our financial services
  • Overcame any objections from homeowners to obtain credit reports and any necessary information for loan applications
  • Input customer details on internal computer systems
  • Developed skills in refinance and purchase loans
  • Made over 100K in personal revenue in commissions
  • Served as a top team performer in compliance stats for recorded line requirements.

Sales Manager

Slimgenics
01.2016 - 01.2020
  • Responsible for all aspects of managing a single weight loss center
  • Successfully implementing the Slimgenics Weight Loss Program
  • Delivering information clearly and positively
  • Providing appropriate support, encouragement and motivation to clients at every opportunity
  • Executing sales drive initiatives
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies.

Education

High School Diploma -

St. Peter Chanel High School

Bachelor of Science - Business Economics

Cuyahoga Community College
Cleveland, Ohio
12.2019

Skills

  • MICROSOFT WORD
  • DATABASE MANAGEMENT
  • DOCUMENTATION REVIEW
  • OUTLOOK
  • CREDIT ANALYSIS
  • FINANCIAL COUNSELING
  • LOAN ORIGINATION
  • POSITIVE ENERGY
  • INTERPERSONAL ABILITIES
  • CLIENT CONFIDENTIALITY

Timeline

Tax Preparation Expert

Express Tax Check
01.2022 - Current

Expert Loan Officer

Freedom Mortgage
01.2021 - 01.2022

Loan Officer

Rocket Mortgage
01.2020 - 01.2021

Sales Manager

Slimgenics
01.2016 - 01.2020

High School Diploma -

St. Peter Chanel High School

Bachelor of Science - Business Economics

Cuyahoga Community College
Bria White El