Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Audrey Greene

Louisville,KY

Summary

Business-minded Mortgage Loan Officer bringing extensive years of providing financial services to customers. Knowledgeable with keen eye for identifying financial needs and providing appropriate solutions. Respectful with sharp focus on customer research and informed discussions. Seeking to maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Mortgage Loan Officer

Amerisave
10.2021 - Current
  • Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
  • Streamlined the loan application process for improved customer satisfaction and a higher volume of closed loans.
  • Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
  • Managed risk effectively by adhering closely to compliance guidelines during all stages of the loan origination process.
  • Implementing effective time management techniques allowed me to consistently exceed monthly sales targets while maintaining high-quality customer service standards.
  • Utilized CRM software proficiently for tracking leads, organizing client information, and planning follow-up communications.
  • Worked with underwriters to fix application problems and resolve issues.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Explained different types of loans pertaining to client situations.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Negotiated loan terms and conditions with clients to maximize profitability.

Leasing Manager

Drucker And Falk
11.2018 - 12.2021
  • Increased tenant satisfaction by addressing concerns promptly and effectively resolving issues.
  • Built strong relationships with clients through exceptional customer service, resulting in increased lease renewals.
  • Streamlined the leasing process for efficiency by implementing an online application system.
  • Developed marketing strategies to attract new tenants, ultimately improving occupancy rates.
  • Organized and hosted community events, fostering a positive living environment for tenants.
  • Collaborated with maintenance teams to address property upkeep, enhancing overall appearance and functionality of units.
  • Coordinated move-in logistics for new residents, easing their transition into their new homes while maintaining a smooth workflow within the office environment.
  • Optimized unit turnover times by working closely with maintenance staff to prioritize repairs and cleaning tasks.
  • Boosted tenant retention rates with proactive communication strategies designed to foster long-term relationships.
  • Enhanced company reputation as a leader in the industry through consistently delivering outstanding customer service.
  • Conducted property showings to highlight features, answer questions, and redirect concerns to close contracts.
  • Collected, completed, and processed lease applications.
  • Established key relationships with potential leasers and renters.
  • Explained terms of lease and amounts to be paid to tenants.
  • Responded to messages and inquiries from various parties and used well-developed active listening and open-ended questioning skills to promote quick issue resolution.
  • Created and submitted daily reports on leasing activities.
  • Coordinated appointments to show marketed properties.
  • Planned special events such as lotteries, dedications and project tours.
  • Delivered emergency 24-hour on-call service for tenants on building issues.

Branch Manager

Enterprise
03.2016 - 11.2018
  • Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
  • Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
  • Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
  • Optimized branch inventory management practices for improved product availability and reduced stock obsolescence costs.
  • Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Complied with regulatory guidelines and requirements.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Implemented service improvements to enhance sales cycle.

Head Teller

Commonwealth Bank And Trust
09.2003 - 01.2009
  • Enhanced customer satisfaction by providing efficient and accurate transaction services.
  • Streamlined teller operations for improved productivity, implementing organized cash drawer management procedures.
  • Reduced errors in transactions with vigilant attention to detail and adherence to banking regulations.
  • Mentored junior tellers, fostering professional development and growth within the team.
  • Strengthened client relationships through exceptional service and proactive identification of financial needs.
  • Managed high-volume cash transactions daily, maintaining accuracy and efficiency under pressure.
  • Assisted customers with account inquiries, resolving issues promptly to ensure satisfaction.
  • Balanced cash drawers consistently at end-of-day without discrepancies, ensuring accuracy in all transactions processed throughout the day.
  • Developed strong rapport with customers by actively listening, addressing concerns promptly, and providing tailored solutions.
  • Served as a trusted resource for colleagues on complex transactions or challenging customer situations.
  • Elevated branch reputation through consistent delivery of friendly service and expertise in managing diverse financial transactions.
  • Oversaw currency shipments and deposits while adhering to strict safety guidelines.
  • Promoted an inclusive team environment that fostered collaboration, continuous learning, and employee growth.
  • Verified amount of cash in cash drawer against day's receipts, quickly identifying errors.
  • Replenished ATM funds in empty canisters prior to validation process.
  • Answered inquiries regarding checking and savings accounts and other related products.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Created teller schedule to keep weekly and weekend shifts properly staffed.
  • Identified potential needs through observation, questioning, and listening.
  • Managed daily bank operations by processing customer transactions and providing exceptional customer service.
  • Mentored and trained new tellers on bank procedures and customer service standards.
  • Recognized and prevented fraudulent activities and suspicious transactions.
  • Enforced compliance with bank regulations and policies to reduce financial risks.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Assisted customers with banking needs and inquiries.
  • Maintained friendly and professional customer interactions.
  • Trained new hires on customer service policies and procedures.
  • Referred customers to other banking departments for specialized services.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Monitored and verified suspicious activity on customer accounts.
  • Executed wire transfers, stop payments and account transfers.
  • Educated customers on online banking and mobile banking applications.
  • Handled various accounting transactions.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Cross-sold credit cards, loans and other bank products.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.

Education

BBA - Accounting And Finance

The Univeristy of Alabama
San Diego, CA
09.2013

Skills

  • Relationship Selling
  • Payment Collection
  • Sales Development
  • Sales Forecasting
  • Document Review
  • Refinancing Options
  • Underwriting Knowledge
  • Scheduling Oversight
  • Goal-Oriented
  • Licensed Mortgage Loan Originator
  • Client Account Management
  • Loan Origination
  • Analytical Thinking
  • Decision Making
  • Product Knowledge
  • Organizational Skills
  • Risk Assessment
  • Conflict Resolution
  • Strong Communication
  • Problem Solving
  • Attention to Detail
  • Sales Expertise
  • Computer Proficiency
  • Interpersonal Skills
  • Ethical Conduct
  • Credit Evaluation
  • Active Listening
  • Goal Oriented
  • Customer Service
  • Adaptability
  • Relationship Building
  • Time Management
  • Decision-Making
  • Active Listening and Learning
  • Customer Service-Focused

Certification

Mortgage Loan Officer Licensed in: CA, DC, FL, IL, KY, MO, MS, NJ, NM, OK, PA, RI, SC, TX, UT, WA,

Timeline

Mortgage Loan Officer

Amerisave
10.2021 - Current

Leasing Manager

Drucker And Falk
11.2018 - 12.2021

Branch Manager

Enterprise
03.2016 - 11.2018

Head Teller

Commonwealth Bank And Trust
09.2003 - 01.2009

BBA - Accounting And Finance

The Univeristy of Alabama
Audrey Greene