Aaron Black
Westlake,TX
Summary
Results-driven loan officer with extensive experience in cultivating client relationships and delivering tailored financial solutions. Proven track record of consistently exceeding sales targets and enhancing customer satisfaction through personalized service. Core competencies include risk assessment, financial analysis, and strategic problem-solving. Committed to leveraging expertise to drive business growth and optimize client outcomes.
Overview
9
9
years of professional experience
Work History
Licensed Mortgage Professional
NewRez
Coppell, TX
04.2023 - 12.2024
- Analyzed financial data obtained from customers including income, assets and liabilities to determine loan feasibility.
- Evaluated existing customer accounts for refinancing opportunities or additional services offered by the company.
- Maintained up-to-date knowledge of various loan products and compliance regulations.
- Educated customers regarding actions and strategies for debt repayment.
- Identified valuable solutions for customers with credit problems.
- Located and suggested loan packages that met client needs and priorities.
- Provided guidance on various types of mortgages such as FHA loans, VA loans, conventional loans.
Purchase Mortgage Professional
Mr. Cooper
Irving, TX
10.2022 - 04.2023
- Provided guidance on loan terms and conditions, including interest rates, repayment plans, closing costs.
- Reviewed credit histories from applicants and determined feasibility of granting requested loans.
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Coordinated closings between buyers, sellers, title companies, insurers and other parties involved in the transaction.
- Monitored loan progress, ensuring timely processing and closing.
- Identified potential underwriting issues or discrepancies with documentation provided by applicants.
Branch Manager/Team Lead/Licensed Mortgage Professional
Mr. Cooper
Irving, TX
01.2016 - 11.2021
- Trained, coached, and mentored junior sales personnel to ensure success in their roles.
- Developed comprehensive training curriculum tailored for junior loan officers.
- Delivered targeted workshops to enhance senior loan officer performance.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Engaged with clients wishing to cancel and persuaded them to remain on board.
- Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
Education
High School Diploma -
Smithson Valley High School
Spring Branch05-2008
Skills
- Loan origination
- Refinancing options
- Document analysis
- Negotiation tactics
- Goal oriented
- Relationship selling
Timeline
Licensed Mortgage Professional
NewRez
04.2023 - 12.2024
Purchase Mortgage Professional
Mr. Cooper
10.2022 - 04.2023
Branch Manager/Team Lead/Licensed Mortgage Professional
Mr. Cooper
01.2016 - 11.2021
High School Diploma -
Smithson Valley High School
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