Tracey Long
Atlanta,GA
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
20
20
years of professional experience
Work History
Senior Loan Officer
Barrett Financial, LLC
12.2023 - Current
- Evaluate creditworthiness of loan applicants by analyzing financial statements, credit reports, and other relevant documentation
- Oversee a portfolio of high-value loans, managing the entire loan origination process from application to closing
- Develop and maintain relationships with clients to assess financial needs and recommend appropriate loan products
- Explained very technical financial information to applicants in easy to understand language.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Branch Manager
American Financial Network
06.2023 - 12.2023
- Communicate with diverse group of clients, build rapport and long-term relationships, and achieving long term profitable growth.
- Track and manage sales data, customer accounts, and consultations using CRM
- Maintained high customer service standards in high-volume, fast-paced environments
Branch Manager
Homestar Financial Corporation
07.2011 - 06.2023
- Led a team of 15 employees to achieve and exceed monthly sales targets by 20%
- Conducted regular performance reviews and mentored staff to foster career development and promote employee engagement
- Collaborated with corporate headquarters to roll out new products and services, increasing branch revenue by 25%
Mortgage Loan Officer
First Georgia Banking Company
03.2009 - 07.2011
- Cultivated and maintained relationships with clients to understand their financial needs and provide tailored mortgage solutions
- Navigated complex mortgage processes, including underwriting and closing procedures, to ensure timely and successful loan approvals
- Consistently met or exceeded sales targets by actively prospecting for new clients and cross-selling additional financial products
Owner
Advanced Closers, Inc.
01.2008 - 03.2009
- Successfully launched and operated a small business specializing in mobile realestate closings, resulting in a consistent customer base and positive reviews.
- Established strategic partnerships with local vendors and participated in community events to increase brand awareness and drive customer engagement.
Area Manager
Bank of America
10.2004 - 03.2007
- Developed wholesale mortgage relationships.
- Responsible for Florida, Georgia and Colorado territories.
- Execute new business development strategies in key target areas.
- Managed a 40million mortgage portfolio.
- Responsible for hiring, developing, training all employees.
- Focused on underperforming branches to exceed annual growth goals.
- Reponsible for adhering to all federal guidelines surrounding compliance.
- Performed monthly audits to ensure all compliance checks were met.
Education
Bachelor of Science - Hotel And Resort Management
Georgia Southern University
Statesboro, GASkills
- Strong communication skills working with clients and leaders at all levels of organization
- The ability to breakdown complex ideas and processes to be easily understood
- Strong organizational skills, and highly self motivated
- Exceptional verbal and written communication skills, with strong background in client facing roles
- Able to work effectively in both independent and team environments, fostering strong professional relationships
Timeline
Senior Loan Officer
Barrett Financial, LLC
12.2023 - Current
Branch Manager
American Financial Network
06.2023 - 12.2023
Branch Manager
Homestar Financial Corporation
07.2011 - 06.2023
Mortgage Loan Officer
First Georgia Banking Company
03.2009 - 07.2011
Owner
Advanced Closers, Inc.
01.2008 - 03.2009
Area Manager
Bank of America
10.2004 - 03.2007
Bachelor of Science - Hotel And Resort Management
Georgia Southern University
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