Summary
Overview
Work History
Education
Skills
Timeline
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Abbott Ben Cohen

Peoria,AZ

Summary

Professional with strong foundation in mortgage lending support, prepared to excel in this role. Skilled in loan documentation, client communication, and financial analysis. Known for collaborative approach and adaptability, ensuring reliable support in dynamic environments. Focused on delivering results and enhancing team efficiency.

Professional in mortgage lending with deep understanding of loan processes and client management. Adept at supporting loan officers by preparing documentation and communicating effectively with clients. Known for fostering team collaboration and adapting to dynamic work environments. Highly reliable and results-driven with skills in loan processing and customer service.

Overview

20
20
years of professional experience

Work History

Solar Specialist

G A Partners Arizona LLC
04.2020 - 06.2023
  • Enhanced customer satisfaction by providing timely and accurate solar installation estimates and design proposals.
  • Facilitated client understanding of available financing options for solar installations and assisted them in securing appropriate funding programs when applicable.
  • Managed multiple solar projects simultaneously, ensuring on-time completion and adherence to strict safety standards.
  • Maintained up-to-date knowledge of industry trends, advancements in technology, and relevant government policies to provide informed recommendations to customers.

Solar Advisor

Expert Energy Management LLC
02.2016 - 04.2020
  • Exceeded performance targets consistently by effectively managing time and prioritizing tasks accordingly.
  • Enhanced customer experience through regular communication and updates on project progress.
  • Guided clients through the available incentives, tax credits, grants, loans related to solar technologies which led them to make informed decisions.
  • Handled client concerns professionally, resolving issues quickly to maintain high levels of satisfaction.

Solar Specialist

Sun America LLC
01.2009 - 01.2016
  • Ensured a seamless transition from traditional power sources to renewable energy solutions for homeowners by guiding them through every step of the process.
  • Developed strong relationships with clients by addressing concerns, answering questions, and providing ongoing support for their solar systems.
  • Optimized system performance by conducting regular maintenance checks on installed systems and implementing necessary repairs or upgrades when needed.
  • Collaborated with cross-functional teams to streamline the installation process and improve overall project management efficiency.
  • Contributed to a positive team atmosphere by fostering open communication, collaborative problem-solving, and continuous learning among colleagues.

Senior Loan Officer

Ace Mortgage Funding LLC
12.2003 - 10.2008
  • Collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
  • Cultivated referral network with real estate agents, builders, and other professionals to generate new business leads.
  • Successfully managed high-volume pipeline of loans, consistently meeting or exceeding monthly sales targets.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Streamlined internal processes for increased productivity by implementing time-saving tools and best practices within the team.
  • Reviewed and edited loan agreements to promote efficiency and accuracy.

Education

Bachelor of Science - Molecular Biology

University of Arizona
Tucson, AZ
01-1992

Skills

  • Document review
  • Credit analysis
  • Loan processing
  • Loan origination
  • Documentation review
  • Loan closing
  • Regulatory compliance

Timeline

Solar Specialist

G A Partners Arizona LLC
04.2020 - 06.2023

Solar Advisor

Expert Energy Management LLC
02.2016 - 04.2020

Solar Specialist

Sun America LLC
01.2009 - 01.2016

Senior Loan Officer

Ace Mortgage Funding LLC
12.2003 - 10.2008

Bachelor of Science - Molecular Biology

University of Arizona

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