1. Monica Burgos
1311 Balcom Ave Bronx NY10461 mobile (646)571-7058 monica.burgos.v@gmail.com
CAREER
SUMMARY_________________________________________________________________________
Highly motivated professional seeking an opportunity that compliments my career goals.
Experienced in a financial and bankingbackground.
Possess excellent interpersonal,analytical,and organizational skills.
Excel at interfacingwith others at all levels to ensure goals areattained and service levels are
met.
BUSINESS
EXPERIENCE_____________________________________________________________________
Quontic Bank, Astoria, NY March 2016 - Present
Loan Officer
Responsible for acquiring a minimum of $700,000 per month in mortgage loan fundings.
Responsible for acquiring business outsideof the branch.
Issuance of pre approvals for prospectivehome buyers.
Attend open houses on the weekends to acquire new clientele.
Residential Home Funding, White Plains, NY July 2015 – March 2016
Mortgage Loan Originator
Responsible for establishingrelationships with realtors,attorneys,accountants and various other
centers of influence to acquire new business for thebank.
Clearly communicatethe pre approval and loan process to first time home buyers and other
prospectiveclients.
Use quantitativeanalyses todetermineclient eligibility for mortgage financing.
Gather all of the appropriatedocumentation to present the loan files for underwritingapproval.
Guide borrowers from beginningto end of the mortgage application process.
Effectively communicatewith all channels such as appraisal companies,bank attorneys,
accountants,processors,and underwriters toensurethe application is approved and the loan is
closed.
Webster Bank, White Plains, NY June 2015 – July 2015
Mortgage Loan Originator
Responsible for acquiring mortgageloans for NY region.
Establish relationships with centers ofinfluence and present Webster’s home lending products.
Attend open houses to meet prospectiveclients.
2. HSBC Bank, Bronx, NY Jan 2015 – June 2015
Relationship Banker
Responsible for acquiring $120,000 monthy in new banking relationships.
Responsible for acquiring a minimum of 10 new advance client checking and savings accounts
on a monthly basis.
Responsible for acquiring 2 mortgagefundings on a monthly basis.
Responsible for acquiring 4 investments /life insuranceapplications on a monthly basis.
Responsible for acquiring 5 credit card bookings per month.
HSBC Bank, NA, New Rochelle, NY November 2013 – January 2015
Premier Mortgage Consultant
Responsible for acquiring business for twobranches in the Bronx market.
Responsible for $1,000,000 in monthly production.
Managed a 25 loan pipeline.
Contact processors,underwriters and team leaders to ensure loans close on time.
Ulster Savings Bank, White Plains, NY March 2013- November 2013
Residential Mortgage Loan Originator
Manage pipeline of 25+ loans by contactingunderwriters and processors to expedite application
process.
Weekly presentations with brokers and realtors toestablish new business relationships.
Interview buyers at branch or at real estateoffices to begin loan application process.
Attend open houses to meet potential home buyers.
Citibank, N.A., Bronx, NY July 2006- March 2013
Personal Banker
Citi At Work All-Star:Attained 200% of checking account goals on a monthly basis by conducting
outside sales presentations.
Exceeded monthly hurdleby booking $250,000 in home equity lines, mortgage loan referrals,and
various other credit products.
Assisted mortgage specialist to schedule appointments,fax documents and fill out 1003 applications.
Assisted branch manager exceed branch goals by referringclients to business partners such as
business banker,financial advisor and home lending specialist.
EDUCATION
Bernard M. Baruch College, New York, NYFebruary 2002
Degree: Bachelor of Business Administration.
Professional Licenses: Series 6, Series 63, Life Accident and Health, NYS Notary License,
Mortgage Loan Originator License.