Determined credit risks by reviewing files in advance and comparing data against internal checklists and guidelines.
Verified integrity of applicants' information to minimize fraud.
Made careful determinations based on skilled analyses of submitted documentation covering credit histories, employment records and current financial status.
Submitted loan applications to underwriter for verification and recommendations.
Originated, reviewed, processed, closed and administered customer loan proposals.
Recommended loan approvals and denials based on customer loan application reviews.
Maintained strict confidentiality of bank records and client information.
Loan Officer
Fairway Independent Mortgage Corporation
05.2018 - 06.2022
Determined credit risks by reviewing files in advance and comparing data against internal checklists and guidelines.
Verified integrity of applicants' information to minimize fraud.
Made careful determinations based on skilled analyses of submitted documentation covering credit histories, employment records and current financial status.
Submitted loan applications to underwriter for verification and recommendations.
Originated, reviewed, processed, closed and administered customer loan proposals.
Recommended loan approvals and denials based on customer loan application reviews.
Maintained strict confidentiality of bank records and client information.
Licensed Insurance Agent
USAA
Phoenix, AZ
04.2012 - 05.2018
Provided coverage option information to assist clients in protecting assets.
Calculated quotes and educated potential clients on insurance options.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Controlled loss by assessing risk, conducting system analysis and recommending policy solutions.
Modeled exceptional customer service skills and appropriate diagnostic sales techniques to team members.
Timeline
Loan Officer
Wain Capital Mortgage
08.2022 - Current
Loan Officer
Fairway Independent Mortgage Corporation
05.2018 - 06.2022
Licensed Insurance Agent
USAA
04.2012 - 05.2018
Work Availability
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