Results-driven Loan Officer with 7 years of experience in mortgage lending and insurance, recognized for exceptional pipeline management and outstanding customer service. Proven track record in ensuring timely closings while achieving high client satisfaction rates. Expertise in building and nurturing relationships with referral partners has driven business growth and repeat clientele through personalized service. Seeking to leverage these skills to enhance lending operations in a dynamic team environment.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Mortgage Loan Officer
CMG Financial - Fairway IMC - Wain Capital
Phoenix, AZ
09.2018 - Current
Successfully manage a large pipeline of loans, ensuring timely closings, while maintaining high customer satisfaction.
Regularly exceeded set monthly goals, demonstrating exceptional performance in customer satisfaction.
Work with borrowers to assess their financial needs and recommend suitable loan products including conventional, FHA, VA, and USDA loans.
4 years consumer direct mortgage experience, managing incoming Zillow, Facebook, and Google leads.
Maintain a strong knowledge of underwriting guidelines, rates, and market trends to offer optimal solutions.
Build and maintain long-term relationships with clients, real estate agents, and other industry professionals to generate new business.
Collaborated efficiently with Processors, Underwriters, and Closers to ensure timely delivery of mortgage products.
Use industry tools such as Encompass and Lending Pad to manage applications and communicate effectively with clients and underwriters.
Stay current on regulations, guidelines, and best practices, ensuring compliance with federal, state, and local laws.
Licensed Insurance Agent
USAA Insurance
Phoenix, AZ
04.2012 - 09.2018
Provided clients with expert advice on auto, homeowners, and renters products, tailored to their unique needs and financial situations.
Guided clients through policy selections and adjustments, to maximize coverage and satisfaction.
Identified cross-selling opportunities to strengthen customer bonds.
Partnered with colleagues to drive exceptional performance outcomes.
Used USAA’s customer management systems to track policyholder details, process quotes, and maintain compliance with state insurance regulations.
Developed in-depth knowledge of various insurance products, pricing structures, and industry regulations.
Attended regular training and educational courses to stay current on industry changes and best practices.
Received recognition for excellent customer service and achieving high sales performance.