
Senior Loan Processor & Closer with 10+ years experience focused on efficiency and achievement. A goal-oriented multi-tasker who excels as a team leader. Proven ability to build brand loyalty and provide outstanding customer service at all levels. Complete understanding of confidentiality in relation to account information and transactions. A strong focus on company’s improvement and progress.
Regarded as one of the company's most productive loan processors handling an average of 90 loan files monthly, closing an average of 50 with a 95% accuracy rate resulting in a 15% decrease in processing time and 10% increase in loan volume.
Sole processor entrusted in handling all intricate files. Such as borrowers with prior negative experience, expedited closings, complex files, and special referrals from company's executives resulting in 100% customer satisfaction.
Demonstrate agility, and willingness to adapt to different roles by providing support to other departments within the company by assisting in Loan Servicing and Consumer Lending.
Collaborated with underwriters and loan officers to resolve discrepancies and issues, resulting in a 20% increase in loan approvals and a 25% decrease in loan denials.
Implemented a new system within Encompass utilizing milestones resulting in a 25% increase in loan status visibility.
Achieved 30% reduction in communication errors and loan 25% suspension rate by implementing conversation log checklists resulting in loan processing efficiency and customer satisfaction.
Generated additional sales opportunities with upselling and cross-selling techniques.
Exceeded sales goals by an average 17% every quarter.
Executed outbound calling strategy to warm leads leading to close a rate of 26% which exceeded expectations by 50%.
Maintained knowledge of strategies and product offering leading to 225,000 upsell revenue.
Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
Excellent communication skills, with a focus on providing impeccable customer service, with great attention to detail, accuracy and confidentiality with sensitive information.
Thorough understanding of the loan application process and relevant rules and legal regulations with strong time management skills and ability to meet tight deadlines.
Applied rigorous analysis to optimize loan application workflows and assisted team in navigating complex regulatory environments.
Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.