Ashlee Yocum
Tulsa,OK
Overview
11
11
years of professional experience
Work History
Mortgage Loan Officer
Arvest Bank
10.2020 - Current
- Monitored portfolio performance and provided clients with periodic updates on loan progress.
- Negotiated favorable terms on behalf of clients, ensuring their long-term financial success with their mortgage loans.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Participated in ongoing professional development programs to continuously expand knowledge of the mortgage industry and enhance skills as a loan officer.
- Explained different types of loans pertaining to client situations.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Owner/Chief Executive Officer
G.Y.M. LLC
09.2018 - Current
- Optimizes customer satisfaction and brand loyalty
- Develops and maintains relationships with key customers, partners, users, prospects, distributors and dealers to support the growth and stability of the business
- Develop high quality business strategies and plans ensuring their alignment with short-term and long-term objectives.
Mortgage Lender
First Savings Bank
08.2019 - 10.2020
- Managed a large pipeline of loans while ensuring timely submission of all necessary documentation for underwriting approval and closing coordination.
- Explained different types of loans pertaining to client situations.
- Helped college students obtain financial aid through loan programs.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Processed loan applications and monitored progress from start to finish.
- Assisted customers with completing loan applications and other paperwork.
- Negotiated loan terms and conditions with customers to secure best deal.
- Collaborated with real estate agents, attorneys, title companies, and appraisers to ensure smooth transactions for all parties involved.
- Built a positive rapport with clients by providing transparent information about their loans'' statuses at every stage of the process.
Relationship Banker
Bank of Oklahoma
08.2017 - 09.2018
- Customer Service, Task Management, Meeting with individual and small business clients to complete full assessments of their financial needs, consultatively sells a full range of retail products such as deposit accounts, loans, and credit cards to meet or exceed established individual sales goals and to support overall banking center sales objectives.
Administrative Manager
The 3D Building Services LLC
01.2013 - 08.2017
- Customer Service, Employee relations, Task Management, Team Building and Growth Exercise Planning
Education
Associates of Arts - Sales and Marketing
Wright College
Tulsa, OK05.2007
Skills
- Time Management
- Leadership
- Self-Motivation
- Communication
- Customer Service
- Problem-Solving
- Loan Origination
- Application verification
- Bank Product Marketing
- Referral Network Development
- Relationship selling
- Practiced at FHA loan process
- Negotiation Tactics
- Data Entry
Websites
Honors Awards
02/2018, Present, Gold Award, H.O.P.E. Ministries
Hobbies and Interests
- Travel
- Nature
- Social Causes
- Football
Timeline
Mortgage Loan Officer
Arvest Bank
10.2020 - Current
Mortgage Lender
First Savings Bank
08.2019 - 10.2020
Owner/Chief Executive Officer
G.Y.M. LLC
09.2018 - Current
Relationship Banker
Bank of Oklahoma
08.2017 - 09.2018
Administrative Manager
The 3D Building Services LLC
01.2013 - 08.2017
Associates of Arts - Sales and Marketing
Wright College