Andrew Chacon
Riverside,CA
Summary
Results-driven mortgage professional with five years of experience in retail mortgage lending, now pursuing a data analyst role to leverage industry knowledge and analytical skills. Skilled in guiding clients through complex mortgage decisions and tracking performance metrics to meet company goals. Known for effective teamwork, clear communication, and a commitment to data-driven decision-making. Ready to bring strong mortgage insights, problem-solving abilities, and a passion for data to a business intelligence and analytics team.
Overview
5
5
years of professional experience
Work History
Senior Mortgage Loan Officer
New American Funding
11.2019 - Current
- Analytical Client Consultation: Provided data-driven guidance to clients on mortgage options, using an in-depth understanding of financial metrics, mortgage rates, and client needs to facilitate informed borrowing decisions.
- Industry Expertise: Developed a strong command of mortgage processes and regulatory compliance, contributing to accurate and reliable client recommendations in a fast-paced environment.
- Performance Tracking: Regularly monitored personal performance metrics (e.g., loan origination, approval rates) to refine approaches and meet company goals, showcasing a results-oriented mindset.
- Customer Experience Optimization: Addressed client inquiries and resolved issues efficiently, providing a seamless experience that emphasized clarity and trustworthiness.
Education
Bachelor of Science - Computer Science, Concentration in Data Analysis
Southern New Hampshire University
Hooksett, NH12-2025
Skills
- SQL
- PowerBI/DAX
- Snowflake
- Data-Driven Decision Making
- Mortgage Industry Knowledge
- Problem Solving and Critical Thinking
- Team Collaboration and Clear Communication
Timeline
Senior Mortgage Loan Officer
New American Funding
11.2019 - Current
Bachelor of Science - Computer Science, Concentration in Data Analysis
Southern New Hampshire University
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