Certified Mobile Notary Service

Full Name

• Monica Traynor

About Me

• I have been in the financial industry for over 30 years. I have been an investment advisor and a mortgage loan officer helping clients with their financial needs. I am well aware of legal documents, especially when it comes to investments, insurance and mortgage lending documents.

Telephone Number

• 6235219633

Available Hours

• Anytime

City and State

• Phoenix, AZ

Your Zip code

• 85083

E-mail Address

• aznotarytrayn@gmail.com

Commission Number

• 651732

Commission Expiration

• 6-7-2027

Resume

• Monica Traynor
  Mobile: 623.521.9633
  Email: aznotarytrayn@gmail.com
  Phoenix, Arizona 85083
  Profile
  A results-driven, engaging, and exceedingly effective sales, customer service leader with a proven record of achievement in call center operations, management, mentoring, training, financial and insurance service across a wide variety of financial industries. Responsive, adaptive to change, dynamic and driven by challenge, opportunity, and the ability to make a measurable difference within the company to ultimately enhance relationships and revenue.
  Key Strengths
  Leadership – Inspirational leader committed to unleashing potential in others. Sets an example of hard work and dedication to inspire and motivate diverse individuals creating one true sense of team. Relationship-driven, authentic, transparent leader with a shared sense of commitment to excellence.
  Results/sales driven – Successful at establishing both individual and team goals that lead to consistently exceeding agreed-upon measurements and advancing company causes. Recognizes importance of casting high-level team vision as well as concurrently demonstrating knowledge of consumer-level initiatives.
  Attention to detail – Exceptional attention to detail to ensure accuracy with applications and policies within industry guidelines, rules and regulations. Detail oriented with inherent ability to understand the task at hand as well as the bigger picture, including its effect on the development of new employees.
  Loyalty – Invested most of my career to learning and growing within one organization, with unwavering professional commitment not only to the advancement of the organization as a whole but also to its individuals within my scope of influence.
  Professional Experience
  Guaranteed Rate Affinity
  Vice President, Mortgage Lending February 2022 – present
  Cultivate relationships with real estate agents to create partnerships. Evaluate loan applications and documentation by confirming credit worthiness. Improves loan applications and documentation by informing applicants of additional requirements. Reject loans by explaining deficiencies to applicants. Coordinate and lead continuous education.

  State of Arizona Department of State
  Mobile Notary July 2023 – present
  Witness the signing of official documents and verify the identity of the signees. They administer oaths and affirmations, maintain notary journals, and handle various legal documents such as contracts, affidavits, and loan documents. Commission #651732

  Amerifirst Financial
  Loan Officer October 2019-February 2022
  Responsible for originating loans. Extensive knowledge of Conventional, FHA, VA, Asset depletion, Bank statement and DPA programs.

  WestUSA Realty – The Recon Group
  Arizona Real Estate Agent March 2019- October. 2019
  Assist clients in buying new or pre-owned homes or selling current homes, Work closely with lending agencies, title agencies, home inspection companies, insurance companies. Proficient with transaction desk.
  USAA – Phoenix, AZ
  Manager, Mortgage Lending September 2014 – October 2018
  Responsible for directly leading a team focused on originating mortgages in the attainment of business goals and objectives. Partnered with employees and teams throughout the mortgage process to achieve a shared member service vision. Proactively identified improvements to products, processes, and the delivery of service. Responsible for oversight and managing program priorities, budget, and continuous planning cycle activities. Planned, directed, led and managed resources in optimizing cross-business integration of program plans and supporting business processes to meet member needs as defined in the program and/or project requirements. Organized and directed the execution of operational and strategic business plans:
  Consistently managed high-performing team with overall results that exceed or far exceed expectations in a majority of metric categories.
  Worked with team daily to improve customer service on calls.
  Coached/trained team how to identify additional financial service needs to benefit both the consumer and the business profitability.
  De-escalated difficult customer conversations

  Manager, Auto and Home Insurance Products May 2006 – May 2014
  Responsible for leading a team of inbound and outbound representatives in daily coaching, mentoring and performance improvement. Administered daily operations of outbound campaigns for seven bank and insurance teams. Managed a team that outperformed monthly goals and department performance on a regular basis leading to a personal evaluation of an Exceeding Expectations and a Far Exceeding overall Performance Evaluation rating. Continually created a “World Class” environment as evident by Gallup’s yearly employee engagement survey (2010 score of 4.97/5.0; 2011 score of 4.94/5.0). Licensed to sell all personal lines of insurance (Auto, Home, Life and Health) Knowledge of: CMS Supervisor; Hyperion Solutions; CC Pulse; TotalView.
  Instructor, Investment, Banking and Life insurance curriculum, Integrity Selling, Enterprise New Employee Orientation and motivational classes.
  Aug 1999 – May 2006
  Responsible for teaching 12-15 employees in a classroom setting curriculum related to the area in which they were hired. Curriculum included both sales and service instruction as well as specific line of business system instruction. Conducted motivational workshops for entire investment company, to include executive management, to improve morale and employee engagement at all levels
  USAA – San Antonio, TX
  Investment Sales and Service Coach and representative June 1993 – Aug 1999
  Hired to manage investment portfolios to include mutual funds, individual stocks and life insurance and annuity products. Earned Series 6 & 63 Investment Licenses within first month of employment; earned Series 7 in 1996; earned Series 24 in1996. Serviced/maintained customer’s investment portfolios; conducted daily market trades in customer’s portfolios; provided investment advice on types of investments.
  Education
  MBA: University of The Incarnate Word – San Antonio, TX, 1996-1999
  Bachelor of Business Administration – Finance, Texas State University, San Marcos, TX, 1989-1993
  License/Designations/Affiliations
  Certified Mortgage Advisor (CMA) – 2022
  Licensed Loan Officer AZ, TX, CA, GA, FL NMLS 1238876
  Sandra Day O’Connor Spirit line, Board Member – Treasurer

Education

• Bachelor of Finance, Southwest Texas State University
  MBA, University of the incarnate Word

Counties or Cities/Zip codes

• Maricopa

Gender

• Female