Organized Loan Officer bringing exceptional administrative and problem-solving skills focused on efficiently fulfilling loan requirements. Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets, with expertise in marketing, network, and business development efforts.
Overview
6
6
years of professional experience
Work History
Originating Loan Officer Assistant
Guild Mortgage Company, LLC
08.2022 - Current
Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
Developed strong relationships with customers through high levels of customer service.
Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork..
Loan Officer Assistant
Intercoastal Mortgage, LLC
05.2021 - 08.2022
Surpass monthly sales goals, produced $40 million in closed loans for 2021 and $30 million in 2022,\
Keen attention to detail by ensuring document accuracy and assisting with getting loans approved, analyze and evaluate potential clients’ financial situation to determine best loan program,
Assist in marketing and community relation efforts, planning events and social media
Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
Worked with Loan Officer to create application profile in system and review key information at various stages within process.
Assistant Manager
Enterprise Holdings
09.2018 - 05.2021
Develop relationships, market to corporate accounts, develop and grow over 40% over prior year, managing over $3 million in assets
Supervised day-to-day operations to meet performance, quality and service expectations.
Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Mentored team members to enhance professional development and accountability in workplace.
Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
Assistant General
Manager
Burlington Royals
09.2017 - 09.2018
Utilize marketing strategies, plan theme nights, drive revenue by increasing ticket sales, manage employees, nightly accounting and payroll, increase fan attendance by over 20% which lead to a revenue increase of over 15%
Handled cash accurately and prepared deposits.
Motivated, trained, and disciplined employees to maximize performance.
Resolved problems promptly to elevate customer approval.
Oversaw inventory by ordering precise quantities of stock and executing corrective actions to drive profitability.
Education
Bachelor of Science - Business Administration
University of Mary Washington
Fredericksburg
05.2016
Skills
Strategic Financial Planning
Certified Residential Mortgage Specialist
Networking and Partnership Development
Sales Pipeline Maintenance
Excellent Time Management
Customer Relationship Management
MS Office Expertise
Social Media Digital Marketing
Event Planning
Additional Information
AWARDS
, Best of Roanoke 2022 - Best
Mortgage Lender
Best of Roanoke 2022 - Best
of Roanoke - Best Locally
Based Mortgage Company
2021 Best of Roanoke - Best
Mortgage Lender
Multiple Diamond Club
Award Winner
Multiple Monthly MVP
Awards
2017 Appalachian League
Community Service Award
Winner