Dynamic professional with a strong background in risk assessment and client relationship management. Proven ability to make accurate compliance decisions in fast-paced environments. Committed to enhancing client satisfaction and driving positive business outcomes.
Overview
2027
2027
years of professional experience
Work History
Loan Originator
Mortgage Broker
Tampa , FL
2019 - Current
Cultivated and maintained professional relationships to generate new business.
Reviewed and analyzed financial documentation to assess client qualifications for loan placement.
Ensured clear communication with all parties throughout the loan process while meeting deadlines for a timely closing.
Organized client files to ensure compliance with policies and federal regulations.
Trained new employees on guidelines and process to ensure accuracy for underwriting approvals.
Provided insights and support to empower team members in overcoming challenges.
Resolved customer inquiries and complaints that required management-level escalation.
Underwriter II
USAA Federal Savings Bank
Tampa, Florida
2012 - 2018
Evaluated client creditworthiness by analyzing financial records and statements.
Interpreted underwriting guidelines to assess risks in alignment with company policies.
Maintained current knowledge of industry trends, regulations, and compliance requirements.
Managed workload effectively to ensure timely decision-making to meet daily quota.
Account Manager for Southwest Florida
Taylor Bean & Whitaker Mortgage Corporation
Tampa, FL
2003 - 2009
Established and managed client relationships, enhancing satisfaction and driving retention.
Coordinated with internal teams to ensure timely delivery of products and services, improving client experience.
Organized and presented formal education sessions to penetrate new markets and acquire clients.
Developed marketing materials to promote mortgage products effectively.
Attended trade shows and conferences as a representative of the company.