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
Atlanta, GA
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
Atlanta, Ga
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
Developed wholesale mortgage relationships in Georgia and Colorado
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