Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
25
25
years of professional experience
Work History
Senior Mortgage Loan Officer
NBKC Bank
09.2019 - 02.2023
Developed, built and maintained strong relationships with customers, lenders and other third-party vendors to ensure future profitability while ensuring the clients very best interest remained top priority.
Explained very technical financial information to applicants in easy to understand language.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Senior Mortgage Loan Officer
A1 Mortgage Group, LLC
01.2013 - 09.2019
Maintained award winning levels of customer satisfaction by providing prompt and accurate loan status updates.
Assisted customers with completing loan applications and other paperwork.
Developed extensive network of referral partners to source new mortgage loan opportunities.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Maintained 75% and higher call to close ratio.
Director of Finance and Insurance
Aristocrat Motors
01.1998 - 12.2013
Monitored budget and revenue trends, compiled and generated weekly reports for GM, President and CFO.
Assisted with recruiting, interviewing, hiring as well as training new department employees.
Identified partnership opportunities and established favorable business connections.
Oversaw the finance department for 6 luxury automotive dealerships. Responsibility included, contractual agreements, negotiations with lenders, communication with automotive representatives, 3rd party aftermarket vendors, fellow co-workers, including Sales Management, President, Vice-President, CEO-CFO.
Generated financial and operational reports to assist management with business strategy.
Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
Managed day-to-day operations within 30-person finance department for luxury automotive dealerships.
Strengthened Finance and Sales operations by proactively managing and optimizing front and backend operations.
Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
Set clear departmental objectives and developed effective strategies to achieve targeted goals.