Andy Assaf
Rancho Santa Margarita,CA
Summary
Driven Loan Officer in mortgage and home lending product sales. Demonstrating exceptional service throughout the sales process. Expertise includes reviewing and validating personal, employment, and financial histories for each applicant. Focus on efficiently fulfilling loan requirements. Knowledgeable about checklists and disclosures. Explains different types of loans pertaining to client situations. A skilled negotiator and complex problem-solver.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Licensed Lending Officer
Loandepot
Foothill Ranch, CA
06.2021 - Current
- Interviewed applicants to assess loan requirements before suggesting offers.
- Explained very technical financial information to applicants in easy to understand language.
- Updated borrowers through each step of a loan application, approval, and closing processes while remaining attentive to customer needs.
- Explain to customers different types of loans and credit options that are available, as well as the terms of those services.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Successfully closed average of 12 loans per month.
Mortgage Loan Officer
Clear Path Lending
Irvine, CA
08.2020 - 05.2021
- Communicated with prospects via outbound, inbound calls, emails, to determine and ensure proper and beneficial loan that would fit their financial status
- Educated clients on type of loan products and available credit options to promote valuable decisions.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Successfully closed average of 8 loans per month.
- Developed prospects for new loans by conducting 500 cold calls weekly.
Operation Supervisor
TechOrbit
Irvine, CA
06.2012 - 07.2020
- Compiled product, market, and customer data to forecast accurate sales and profit projections.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Reviewed sales, customer concerns, and new opportunities to drive business strategy at weekly planning sessions.
Education
Associate of Arts -
Institute of Marketing And Finance
Damascus, Syria07.1995
Skills
- Financial Service Solutions
- Verbal and Written Communication
- Customer Relations
- Product Education
- Loan Application Review
- Information verification
- Lending Software Systems, Encompass
- Attention to Detail
- Data Analysis
Certification
- Licensed Mortgage Loan Originator NMLS 1936264
Timeline
Licensed Lending Officer
Loandepot
06.2021 - Current
Mortgage Loan Officer
Clear Path Lending
08.2020 - 05.2021
Operation Supervisor
TechOrbit
06.2012 - 07.2020
Associate of Arts -
Institute of Marketing And Finance
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