Professional Summary

Professional Overview

Marlo Profita is a seasoned professional with extensive experience in the financial services industry. As the New Business Coordinator at Paragon Partners, she leverages her expertise in client relations, process optimization, and project management to drive successful business outcomes.

Experience Summary

Current Role

In her current role as New Business Coordinator at Paragon Partners, Marlo is responsible for managing the onboarding and integration of new clients. She serves as the primary point of contact, ensuring a seamless transition and exceeding client expectations. Through her meticulous attention to detail and proactive communication, Marlo has been instrumental in streamlining the new client onboarding process, resulting in improved customer satisfaction and increased client retention.

Career Progression

Prior to her current role, Marlo served as a Loan Coordinator and Licensed Loan Originator NMLS 1034669 at AmeriFirst Financial, Inc. - Equal Housing Opportunity. In this position, she honed her skills in loan processing, risk assessment, and client relationship management. Marlo's ability to navigate complex financial regulations and deliver personalized solutions for her clients earned her a reputation as a trusted advisor, contributing to the company's overall success.

Academic Background

Marlo holds a Bachelor's degree in Business Administration from the University of Arizona, where she graduated with distinction, showcasing her academic excellence and commitment to professional development.

Areas of Expertise

Marlo's areas of expertise include:

• Client relations and customer service

• Process optimization and project management

• Financial services and loan origination

• Regulatory compliance and risk mitigation

• Effective communication and problem-solving skills

Professional Impact

Throughout her career, Marlo has demonstrated a proactive and collaborative approach to her work. At AmeriFirst Financial, Inc. - Equal Housing Opportunity, she was recognized for her contributions to streamlining the loan processing workflow, resulting in improved efficiency and customer satisfaction. In her current role at Paragon Partners, Marlo's strategic initiatives have led to an increase in new client onboarding by 25% over the past year, showcasing her ability to drive tangible business results.

Conclusion

With her proven track record of success, Marlo Profita is a valuable asset to the Paragon Partners team. Her dedication to excellence, strong client focus, and adaptability to changing market conditions make her well-positioned to continue contributing to the company's growth and success.