Adrian Heredia

Adrian Heredia

About

Detail

Mortgage Loan Broker
Texas, United States

Timeline

work
Job

Résumé

Jobs verified_user 0% verified
  • L
    Mortgage Broker
    Loan Lab
    Sep 2024 - Current (2 years 2 months)
  • C
    Loan Officer
    Cloud Financial Group LLC
    Apr 2024 - Aug 2024 (5 months)
  • E
    Licensed Mortgage Broker
    Expedient Mortgage
    Dec 2023 - Apr 2024 (5 months)
  • T
    Project Manager
    The Cool Arrow Company LLC
    Feb 2023 - Current (3 years 9 months)
    Successfully manage all aspects of projects, overseeing them from initiation to completion.
    Ensure adherence to strict construction timelines, consistently delivering projects on schedule.
    Effectively allocate and manage project budgets, consistently achieving cost-saving goals.
    Maintain comprehensive project documentation, including schedules, budgets, and progress reports.
    Maintain a high standard of quality control by communicating expectations and supervising subcontractors.
    Conduct regular inspections to ensure compliance with project specifications and industry standards.
    Demonstrate a strong ability to problem-solve and make critical decisions under pressure.
  • Orchard
    Senior Mortgage Loan Processor
    Orchard
    Mar 2021 - Nov 2022 (1 year 9 months)
    Facilitated seamless member and prospective member loan applications, finalized and funded consumer lending loans.
    Processed paperwork and collected necessary documents, ensuring thorough completion of title work.
    Proactively engaged members, recommending tailored products and services to meet individual needs.
    Completed 50 plus calls per day to obtain consumer information and answer questions about loan process.
  • Randolph Brooks Federal Credit Union
    Consumer Loan Specialist
    Randolph Brooks Federal Credit Union
    Sep 2020 - Feb 2021 (6 months)
    Fulfill member loan applications and inquiries, and finalize/fund various types of consumer lending loans. Provide enthusiastic, professional, quality, prompt and courteous service to members and others as appropriate. Discuss and recommend products and services to meet the needs of the member. Maintain current working knowledge of RBFCU policies and procedures and regulatory laws.
  • R
    Owner/Lead Designer
    Revamped stage Design
    Apr 2019 - Nov 2020 (1 year 8 months)
    Successfully managed all aspects of home staging operations, overseeing budgeting, scheduling, and project execution.
    Pioneered business growth through strategic advertising and realtor relationship building.
    Designed creative spaces, guaranteeing optimal use of space to enhance selling potential with homes averaging less than 7 days on market.
    Spearheaded the design of website layouts, templates, and branded aesthetics.
  • O
    Loan Officer Assistant
    Open Mortgage
    Jan 2019 - Mar 2019 (3 months)
    Ensured comprehensive loan package preparation, guaranteeing all supporting documents were received and reviewed accurately before submittal to underwriting.
    Collaborated closely with the Loan Officer and Loan Processor to seamlessly move the loan file to each stage.
    Generated new business by cold calling, co-hosting open houses, and building business relationships across the industry.
  • Randolph Brooks Federal Credit Union
    Member Services Specialist
    Randolph Brooks Federal Credit Union
    Jun 2018 - Feb 2019 (9 months)
    Provided dedicated assistance, expertly processing inquiries and transactions for identified members.
    Offered personalized banking product recommendations, tailored to individual member requirements.
    Exercised precision in managing cash and negotiable instruments, consistently producing accurate reports.
    Demonstrated versatility by learning internal systems and fulfilling related service role duties.
  • V
    Deposit Operations Processor
    Velocity Credit Union
    Aug 2016 - May 2018 (1 year 10 months)
    Conducted thorough reviews of mobile check deposits, meticulously evaluating their eligibility for acceptance, rejection, or placement on hold.
    Maintained daily records of all mobile deposit transactions, reversals, and adjustments, diligently documented in Excel reports.
    Delivered vital insights through meticulously crafted Excel reports, facilitating strategic decision-making and ensuring data-driven financial planning.
    Managed the daily processing of ATM deposits, ensuring accurate reconciliation of transaction totals with respective General Ledger (GL) accounts for each ATM machine.
    Demonstrated precision in monitoring ATM transactions to guarantee seamless machine functionality, promptly arranging cash orders, and c