Managed multiple tasks simultaneously while meeting tight deadlines in a fast-paced environment
Responded quickly and courteously to inquiries from both internal staff members and external stakeholders
Identified opportunities for improvement within existing processes and procedures related to loan origination
Ensured compliance with federal regulations by reviewing client information before submitting applications to lenders
Provided excellent customer service to clients seeking loan advice, demonstrating strong interpersonal and communication skills
Negotiated favorable loan terms with lenders on behalf of customers while maintaining an ethical approach to business practices
Analyzed credit histories, income statements, and other financial documents to assess risk levels for potential borrowers
Assisted customers in making informed decisions about their borrowing options, utilizing sound judgment and problem-solving abilities
Developed a deep understanding of loan products and services, utilizing extensive knowledge of the financial industry.
Loan Consultant
AUTOPAY
08.2024 - 02.2025
Evaluated client financial profiles to recommend tailored loan solutions.
Collaborated with underwriting teams to ensure accurate risk assessments and approvals.
Provided expert guidance on loan products, improving customer satisfaction and retention.
LOAN CONSULTANT
ILendingDirect
05.2020 - 08.2024
Managed multiple tasks simultaneously while meeting tight deadlines in a fast-paced environment
Responded quickly and courteously to inquiries from both internal staff members and external stakeholders
Identified opportunities for improvement within existing processes and procedures related to loan origination
Ensured compliance with federal regulations by reviewing client information before submitting applications to lenders
Provided excellent customer service to clients seeking loan advice, demonstrating strong interpersonal and communication skills
Negotiated favorable loan terms with lenders on behalf of customers while maintaining an ethical approach to business practices
Analyzed credit histories, income statements, and other financial documents to assess risk levels for potential borrowers
Assisted customers in making informed decisions about their borrowing options, utilizing sound judgment and problem-solving abilities
Developed a deep understanding of loan products and services, utilizing extensive knowledge of the financial industry.
RETENTION SPECIALIST
SPECTRUM
01.2019 - 03.2020
Worked with coworkers to complete tasks
Demonstrated ability to manage multiple tasks while remaining adaptable and flexible
Responded quickly to meet customer needs and resolve problems
Committed to delivering excellent customer service while working in a fast-paced environment
Participated in ongoing training to enhance own job skills and knowledge.
CONSULTANT
APRIA HEALTHCARE
07.2015 - 10.2017
Developed successful solutions tailored to clients' specific needs
Wrote and edited reports, proposals, and presentations for clients
Conducted data analysis to identify process improvements
Monitored KPIs and provided regular updates to senior management
Managed client accounts by providing timely updates on project progress and responding promptly to inquiries
Assisted clients with developing actionable plans based on key insights from market research findings
Created or maintained database of customer accounts.
MORTGAGE LOAN OFFICER
LEADERONE FINANCIAL
01.2008 - 02.2015
Reviewed financial documents including tax returns, bank statements, pay stubs and other applicable documents to verify accuracy of information provided by the borrower
Developed and maintained relationships with customers, real estate agents, title companies, appraisers and other industry professionals to ensure successful loan closings
Managed pipeline of loans from pre-qualification through closing while ensuring high levels of customer service were met throughout the entire process
Built relationships with real estate agents, businesses, and other referral sources
Provided detailed explanations of mortgage products available to potential borrowers in order to assist them in selecting an appropriate loan program
Coordinated timely submission of complete loan files to lenders for processing and approval
Analyzed customer credit reports to evaluate creditworthiness and risk factors associated with each loan application
Met with borrowers to educate on loan process and obtain information for loan applications
Utilized advanced knowledge of Fannie Mae and Freddie Mac guidelines to accurately assess borrower qualifications for loan programs
Conducted in-depth interviews with borrowers to determine financial goals and objectives, as well as their current income and assets for underwriting purposes.