Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

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, Syria
07.1995

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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Andy Assaf