Anastasios Nicolatseas
Bartlett,IL
Summary
Adept at database and file management, I enhanced client satisfaction and operational efficiency at Wintrust Bank by streamlining loan processing and fostering strong client relationships. My expertise in property inspection and customer relations significantly contributed to business growth, with a notable increase in client retention and satisfaction.
Experienced with loan processing and client support in financial services. Utilizes strong organizational skills to manage and verify loan documents efficiently. Track record of effective communication and problem-solving to facilitate smooth loan approvals.
Professional in financial services sector with strong foundation in loan processing, customer relations, and administrative support. Proven ability to collaborate effectively with cross-functional teams and adapt to evolving needs to achieve optimal results. Skilled in managing documentation, conducting credit analysis, and ensuring compliance with regulatory standards. Known for reliability, strong organizational abilities, and keen eye for detail.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
39
39
years of professional experience
Work History
Loan Officer Assistant
Wintrust Bank
06.2007 - 08.2022
- Coordinated with loan officers to optimize the pre-approval process, resulting in a smoother overall experience for clients.
- Answered inquiries and provided superior customer service to clients.
- Communicated with customers daily to request information and complete paperwork.
- Reduced processing time by maintaining an organized system for tracking outstanding documents and followups.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Provided comprehensive administrative support to Loan Officers so they could focus on building relationships with clients and generating new business opportunities.
- Set up files using loan officer checklist and submitted on-time for processing.
- Managed customer relations, ensuring timely communication of loan status updates for increased client retention.
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
- Assembled important paperwork and disclosures for borrower.
- Developed strong rapport with real estate agents, cultivating valuable referral networks that led to increased business growth opportunities.
- Streamlined communication channels between clients, Loan Officers, and underwriters to ensure timely updates and efficient information sharing.
- Proactively addressed potential roadblocks in the loan process, resulting in faster resolution of issues and higher client satisfaction rates.
- Improved turnaround times for loan applications through effective prioritization and proactive problem-solving techniques.
- Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Ensured compliance with industry regulations by staying updated on changes and implementing appropriate procedures within the team.
- Assisted underwriters in determining loan eligibility for improved approval rates and client satisfaction.
- Monitored key dates to obtain information by deadlines.
- Facilitated prompt closing of loans by organizing necessary paperwork and collaborating effectively with title companies.
- Compiled and maintained accurate client records, adhering to regulatory compliance and privacy standards.
- Assisted in reducing application errors, carefully verifying applicant information against required documentation.
Loan Officer
Wells Fargo Advisors
03.2003 - 06.2007
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Examined customer loan applications for loan approvals and denials.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Advised clients on mortgage, education and personal loans.
- Conducted thorough credit analysis to minimize risk exposure for the financial institution.
Loan Officer
Draper and Kramer Mortgage Corp.
04.2000 - 03.2003
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
- Examined customer loan applications for loan approvals and denials.
Chief Staff Appraiser
Majestic Mortgage
04.1995 - 04.2000
- Established positive relationships with customers and other staff members.
- Responded sensitively and competently to service customers with diverse cultural backgrounds.
- Developed strong relationships with clients through consistent communication and attentive customer service, resulting in increased overall satisfaction.
- Trained new employees on company policies and procedures, contributing to a cohesive team atmosphere and improved overall performance.
- Conducted thorough market research to inform strategic planning sessions.
- Inspected new and existing properties and noted distinctive characteristics.
- Took photographs of interior and exterior of buildings to properly document features and conditions.
- Gathered information on nearby properties to compare and help make value determinations on properties.
- Completed appraisals on pre-set number of properties to meet weekly production goals.
- Researched land, property and market values to complete estimations.
- Stayed updated on market trends for local area and similar property types.
- Completed appraisals on residential properties, supporting property transactions or for legal purposes.
- Performed appraisals in line with federal requirements and USPAP guidelines.
- Remained current on local areas through actively researching and garnering understanding of community values.
- Mentored junior appraisers in developing their skills, contributing to a high-performing team environment.
- Collaborated with mortgage lenders to provide accurate appraisals for loan underwriting purposes.
Real Estate Appraiser
Alpha Appraisal Services
02.1984 - 04.1995
- Inspected new and existing properties and noted distinctive characteristics.
- Took photographs of interior and exterior of buildings to properly document features and conditions.
- Gathered information on nearby properties to compare and help make value determinations on properties.
- Completed appraisals on pre-set number of properties to meet weekly production goals.
- Performed appraisals in line with federal requirements and USPAP guidelines.
- Developed strong client relationships through clear communication, professionalism, and timely delivery of high-quality appraisal reports.
- Maintained up-to-date knowledge on federal and state regulations governing real estate appraisals to ensure compliance across all projects.
- Mentored junior appraisers to develop their skills through hands-on experience, sharing expert insights into best practices for effective property evaluations.
- Expanded business reach through successful marketing initiatives resulting in an increase in new client acquisitions for the firm.
Education
High School Diploma -
Addison Trail High School
Addison, IL06-1976
Skills
- File management
- Database management
- Strong teamwork
- Expertise in Word, Excell
- Relationship building and management
- Deadline management
- Client communication
- Customer relations skills
- Property inspection
Languages
Greek
Native or Bilingual
Timeline
Loan Officer Assistant
Wintrust Bank
06.2007 - 08.2022
Loan Officer
Wells Fargo Advisors
03.2003 - 06.2007
Loan Officer
Draper and Kramer Mortgage Corp.
04.2000 - 03.2003
Chief Staff Appraiser
Majestic Mortgage
04.1995 - 04.2000
Real Estate Appraiser
Alpha Appraisal Services
02.1984 - 04.1995
High School Diploma -
Addison Trail High School
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