Simon Herrera
About Simon Herrera
Simon Herrera is an experienced Account Executive and Loan Officer currently working at UpEquity in the Dallas-Fort Worth Metroplex. He has a background in mortgage lending and has been involved in various roles within the finance and boxing sectors for over two decades.
Work at UpEquity
Simon Herrera serves as an Account Executive and Loan Officer at UpEquity, a role he has held since 2022. He operates within the Dallas-Fort Worth Metroplex, where he focuses on providing clients with mortgage solutions. His responsibilities include assessing client needs, offering tailored loan options, and guiding clients through the mortgage process. His experience in the mortgage industry enhances his ability to assist clients effectively.
Current Role at Sigma Mergers & Acquisitions
Since 2022, Simon Herrera has worked as a Business Advisor at Sigma Mergers & Acquisitions in Addison, Texas. In this position, he provides expert advice on mergers and acquisitions, leveraging his extensive knowledge of the financial sector. His role involves analyzing market trends and assisting clients in making informed decisions regarding business transactions.
Previous Experience at Movement Mortgage
Simon Herrera previously worked at Movement Mortgage as a Mortgage Loan Originator from 2021 to 2022. His tenure lasted five months, during which he focused on facilitating mortgage loans for clients. Prior to this role, he served as a Mortgage Loan Officer at Movement Mortgage, LLC from 2014 to 2016 for two years in the Greater Los Angeles Area. His experience in these roles contributed to his expertise in the mortgage industry.
Education and Expertise
Simon Herrera studied at Henry Ford College, where he focused on Business, Management, Marketing, and Related Support Services. This educational background provides him with a solid foundation in business principles, which he applies in his current roles. Additionally, he advocates for the Quantum Leap Advantage (QLA) methodology, showcasing his commitment to professional development and effective business strategies.
Long-term Involvement with USA Boxing
Simon Herrera has been involved with USA Boxing, Inc. as a Boxing Instructor since 1999. Over the course of 25 years, he has contributed to the development of boxing skills in various participants. His long-standing commitment to the sport reflects his dedication to mentoring and training individuals in boxing techniques.