Summary
Overview
Work History
Education
Skills
Timeline
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Augist Ulrey

Columbus,Ohio

Summary

Accomplished Senior Mortgage Loan Officer with a proven track record at Cross Country Mortgage and Ohio State Bank, enhancing client relations and expanding business opportunities through expert pipeline management and relationship selling. Achieved significant lead generation and process improvements by leveraging industry awareness and goal-oriented strategies.

Overview

5
5
years of professional experience

Work History

Senior Mortgage Loan Officer

Cross Country Mortgage
01.2023 - Current


  • Managed pipeline of mortgage applications for timely processing and closing, resulting in satisfied clients.
  • Participated in community events to promote lending services, increasing brand visibility and generating leads for potential new business opportunities.
  • Continuously updated knowledge of industry trends, regulations, and products to maintain a competitive edge within the market.
  • Maintained strong relationships with real estate agents, builders, and financial planners to generate new leads and referrals.

Loan Administration Manager

Ohio State Bank
04.2019 - 01.2023
  • Championed a culture of continuous improvement within the Loan Administration team, leading by example in embracing new ideas and challenging the status quo to drive positive change.
  • Resolved escalated borrower issues promptly, maintaining positive client relations and minimizing potential disputes.
  • Conducted regular audits to identify areas needing improvement, resulting in increased productivity and accuracy within the team.
  • Developed strong working relationships with lending partners to ensure seamless collaboration during the approval process.

Business Relationship Banker

Ohio State Bank
04.2019 - 01.2023
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.

Education

Associate of Arts -

Columbus State

High School Diploma -

Hilliard Darby High School
Hilliard, OH

Skills

  • Goal-Oriented
  • Pipeline Management
  • Industry Awareness
  • Sales Development
  • Relationship selling
  • Client Account Management

Timeline

Senior Mortgage Loan Officer

Cross Country Mortgage
01.2023 - Current

Loan Administration Manager

Ohio State Bank
04.2019 - 01.2023

Business Relationship Banker

Ohio State Bank
04.2019 - 01.2023

Associate of Arts -

Columbus State

High School Diploma -

Hilliard Darby High School
Augist Ulrey