Amy Loftus

• Developed strong relationships with real estate agents, fostering referrals and expanding business opportunities.
• Educated first-time homebuyers on the mortgage process, guiding them through each step from pre-approval to closing.
• Mentored mortgage consultants, sharing expertise in loan products, Encompass system, Sharepoint and AllRegs.
• Maintained compliance with industry regulations and company policies while originating loan applications.
• Assisted clients in improving credit scores, enabling access to better loan options and interest rates.
• Provided exceptional customer service throughout the entire mortgage process, resulting in repeat business and client referrals, with a satisfaction rating of 4.93.
• Coordinated with other departments, such as processing and closing teams, to streamline workflow and increase overall efficiency.
• Organized informational seminars on mortgages for both prospective buyers as well as real estate professionals which resulted in higher referral rates.
• Explained very technical financial information to applicants in easy to understand language.

Assisted in closing high volumes of mortgages by efficiently organizing documentation and coordinating with underwriters, closers, mortgage consultant and clients.

• Improved client satisfaction rates by providing exceptional customer service and promptly addressing concerns.
• Contributed to increasing overall loan production by consistently meeting monthly sales goals and targets.

• Assisted in developing training materials for new hires, enhancing the onboarding process and ensuring a strong foundation in mortgage processing best practices.
• Provided exceptional customer service by addressing borrower concerns promptly and professionally.
• Managed a high-volume pipeline of loans, prioritizing tasks for optimal efficiency while assigned 5 Mortgage Consultants simultaneously.
• Mentored junior processors, sharing knowledge and best practices to improve overall team performance.

• Oversaw daily operations of 12 processing staff, ensuring smooth workflow through training on all systems.
• Monitored workflow to improve employee time management and increase productivity.
• Maintained compliance with company policies, objectives, and communication goals.
• Evaluated employee performance and coached and trained to improve weak areas.