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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.
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.

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monica burgos resume

  • 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.