Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build team relationships.
Overview
12
12
years of professional experience
Work History
Community Home Lending Advisor
Chase Bank
Atlanta, GA
07.2023 - Current
Assisted customers in selecting the best loan product to meet their financial needs.
Conducted credit checks and verified customer's income and employment status.
Tracked and managed new leads and followed up on referral business.
Built referral business by meeting with local financial planning, home builders and real estate professionals.
Calculated loan payments, terms, interest rates and other costs associated with loans.
Ensured compliance with state and federal regulations pertaining to lending activities.
Partnered with internal departments such as legal, compliance, audit. on matters relating to loan operations.
Attended industry conferences and seminars in order to stay abreast of changes in the lending environment.
Home Mortgage Consultant
Wells Fargo
Burtonsville, MD
04.2012 - 07.2023
Provided detailed information regarding mortgage products, rates, and terms to customers.
Researched complex financial issues related to mortgages and provided solutions as needed.
Maintained current knowledge of industry regulations, standards, and trends.
Developed relationships with real estate agents, builders, bankers, attorneys. to enhance business opportunities.
Ensured compliance with all federal and state laws governing mortgage lending activities.
Submitted applications to credit analysts.
Assisted customers in selecting the best mortgage product based on their individual needs and goals.
Education
Bachelor of Science - Health Sciences
Howard University
Washington, DC
05-2011
Skills
Financial advisory
Database Management
Underwriting expertise
Mortgage lending
Customer service-focused
Excellent time management
Steward of institutional regulatory compliance
Relationship building and management
Timeline
Community Home Lending Advisor
Chase Bank
07.2023 - Current
Home Mortgage Consultant
Wells Fargo
04.2012 - 07.2023
Bachelor of Science - Health Sciences
Howard University
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