Ashleen Jones
Patchogue,NY
Summary
Experienced and analytical Senior Loan Originator with 10+ years of experience in analyzing market trends and providing personalized guidance to clients. Proficient in originating various types of loans. Known for exceeding sales targets and ensuring exceptional customer service throughout mortgage process.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Loan Originator
Contour Mortgage Corp
Garden City, NY
02.2024 - Current
- Craft compelling content through various platforms such as social media and email campaigns resulting in 40% increase in client engagement and 30% rise in lead generation.
- Conduct in-depth market analysis and competitor research to pinpoint opportunities for business development and growth by leading to 25% expansion in market share and increasing 30% improvement in decision-making processes.
- Database management
- Streamlined the loan origination process for faster turnaround times, resulting in increased customer satisfaction.
- Proficient with Encompass and LOS systems
- Kept up on regulatory compliance.
Mortgage Loan Officer
Teachers Federal Credit Union
Hauppauge, NY
07.2019 - 02.2024
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Organized educational seminars for prospective homebuyers, increasing company visibility in the community.
- Developed strong partnerships with local real estate agents to generate consistent referral sources for mortgages.
- Optimized sales strategies by analyzing team performance metrics and implementing data-driven improvements.
- Promoted cross-selling opportunities within the organization by identifying additional financial products that would benefit clients beyond their mortgage needs.
- Utilized CRM software proficiently for tracking leads, organizing client information, and planning follow-up communications.
- Database management with tools such as Sales Force and Raddon Integrator
- Familiarity with SEO principles and content marketing strategies
- Experience in developing and executing social media marketing campaigns across various platforms (Facebook, Twitter, LinkedIn, Instagram)
- Detail-oriented with a strong focus on delivering high-quality work on time.
Call Center Representative
Teachers Federal Credit Union
Hauppauge, NY
04.2015 - 04.2018
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.
- Streamlined call flow processes for more efficient response times and increased productivity.
- Managed high call volumes while providing exceptional customer support and maintaining professional composure.
- Mentored new hires as they navigated our systems and protocols, fostering teamwork within the call center.
- Provided personalized assistance to clients, fostering strong relationships and promoting brand loyalty.
- Refined analytics to identify and interpret trends
Mortgage Processor
Teachers Federal Credit Union
Hauppauge, NY
10.2017 - 04.2018
- Reduced loan application processing time by diligently reviewing and verifying applicant information.
- Mitigated risks for financial institutions by conducting comprehensive background checks on potential borrowers.
- Demonstrated excellent attention to detail when evaluating property appraisals for consistency with market trends and established guidelines.
Teller
Teachers Federal Credit Union
Hauppauge, NY
10.2014 - 04.2015
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
Education
B.A. Science, Technology And Society - Business
Farmingdale State College
Farmingdale, New York05.2017
Skills
- Exceptional communication skills
- Campaign Planning
- Content Creation
- Corporate Social Media Management
- Event Coordination
- Market Research
- Data Analysis
- Marketing Strategy
Certification
NMLS CERTIFIED, CURRENT REGISTRANT WITH NATIONWIDE MULTI-STATE LICENSING SYSTEM FOR MORTGAGES
Timeline
Senior Loan Originator
Contour Mortgage Corp
02.2024 - Current
Mortgage Loan Officer
Teachers Federal Credit Union
07.2019 - 02.2024
Mortgage Processor
Teachers Federal Credit Union
10.2017 - 04.2018
Call Center Representative
Teachers Federal Credit Union
04.2015 - 04.2018
Teller
Teachers Federal Credit Union
10.2014 - 04.2015
B.A. Science, Technology And Society - Business
Farmingdale State College