Amy Hartley
Oxford,MS
Summary
Adept Mortgage Loan Officer and Realtor with a proven track record at Cadence Bank and Coldwell Banker, specializing in relationship selling and residential mortgage lending regulations. Achieved high customer satisfaction through effective communication and goal-oriented strategies, enhancing client retention and streamlining loan approval processes. Skilled in navigating complex transactions, demonstrating a strong blend of analytical and interpersonal abilities.
Overview
22
22
years of professional experience
Work History
Mortgage Loan Officer
Cadence Bank
11.2014 - Current
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
Mortgage Loan Officer
Regions Bank
08.2012 - 10.2014
- 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.
- Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Realtor
Coldwell Banker
04.2003 - 11.2010
- Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
- Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
- Developed strong knowledge of local market conditions, allowing for accurate pricing strategies and targeted marketing efforts.
- Enhanced client satisfaction with diligent follow-up after closing, ensuring a positive experience overall.
- Streamlined contract negotiations by meticulously reviewing documents and communicating clearly with all involved parties.
- Delivered exceptional customer service by addressing client concerns promptly and professionally throughout the entire transaction process.
Education
BBA - Banking And Finance; Marketing; Real Estate
University of Mississippi
University, MS05-2001
Skills
- Goal oriented
- Relationship selling
- Loan origination
- Residential mortgage lending regulations
Affiliations
- University of Mississippi Alumni Association
Timeline
Mortgage Loan Officer
Cadence Bank
11.2014 - Current
Mortgage Loan Officer
Regions Bank
08.2012 - 10.2014
Realtor
Coldwell Banker
04.2003 - 11.2010
BBA - Banking And Finance; Marketing; Real Estate
University of Mississippi
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