Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Basem Amra

Orland Park,Illinois

Summary

Organized and accomplished mortgage loan officer with 20 years of experience in home lending. Well-versed in loan products and customer engagement strategies. Knowledgeable in all credit procedures. Dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty. Highly skilled Loan Specialist.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Financial Solutions Specialist

PNC Bank
09.2023 - Current
  • Transition service conversations to present sales opportunities to increase share of wallet to customers and offer home secured lending products and financial solutions.
  • Provide exceptional customer service, resolve complex issues quickly and effectively, resulting in high client satisfaction ratings.
  • Receive, investigate,and respond to customer service and sales inquiries regarding products, services and issues
  • Discuss financial options with clients and provided informed suggestions.
  • Develop and maintain strong knowledge of multiple products and varying levels of benefits within each product.

Mortgage Loan Originator

PNC Bank
09.2016 - 09.2023
  • Worked with underwriters to fix application problems and resolve issues.
  • Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
  • Fielded customer complaints and provided solutions.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Explained different types of loans pertaining to client situations.
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Interviewed applicants to assess loan requirements before suggesting offers.
  • Developed extensive network of referral partners to source new mortgage loan opportunities.
  • Reviewed loan files and updated to match current standards.

Branch Sales Manager

TCF National Bank
10.2014 - 08.2016
  • Managed branch sales, customer service, finances and record keeping.
  • Resolved customer complaints to maintain high level of satisfaction.
  • Aligned company goals with customer outcomes and increased satisfaction by automating contact management systems.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Managed accounts to retain existing relationships and grow share of business.
  • Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Increased profit margins by effectively controlling budget and overhead. Managing P&L statements.
  • Improved safety procedures to create safe working conditions for workers.
  • Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
  • Analyzed financial statements to identify cost control initiatives.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Communicated product quality and market comparisons by creating sales presentations.
  • Facilitated business by implementing practical networking techniques.
  • Managed revenue models, process flows, operations support and customer engagement strategies.
  • Delivered recommendations to long-term accounts to promote brand awareness to key audience.
  • Built relationships with customers and community to establish long-term business growth.
  • Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
  • Compiled and analyzed data to determine approaches to improve sales and performance.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.
  • Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue.
  • Increased profit margins by effectively controlling budget and overhead and optimizing product turns.
  • Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
  • Increased sales volume and expanded product line to new retailers, warehouse clubs and natural food chains.

Mortgage Loan Originator

Old Second National Bank
03.2014 - 10.2014
  • Worked with underwriters to fix application problems and resolve issues.
  • Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
  • Explained different types of loans pertaining to client situations.
  • Prepared documents for customers, submitting and overseeing through each step of closing process.
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.

Mortgage Loan Originator

Chase Bank
09.2009 - 03.2014
  • Worked with underwriters to fix application problems and resolve issues.
  • Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
  • Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
  • Explained different types of loans pertaining to client situations.
  • Interviewed applicants to assess loan requirements before suggesting offers.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.

Producing Branch Manager

Tamayo Financial Services
12.2004 - 09.2009
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Engaged employees in business processes with positive motivational techniques.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Assessed employee performance and developed improvement plans.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Improved safety procedures to create safe working conditions for workers.
  • Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.

Education

Bachelor of Science - Marketing

Applied Business University
Amman, Jordan
05.1996

Skills

  • Professional Relationships
  • Active Listening
  • Online Platforms
  • Social Media Platforms
  • Google Ads
  • Analytics and SEO
  • E-Commerce Strategy
  • Effective Customer Communication
  • Advertising Campaigns
  • Social Media Campaign
  • Digital Sales
  • Store Displays
  • Solution Selling
  • Customer Needs Assessments
  • Customer Loyalty
  • Critical Thinking

Certification

  • Google Digital Marketing & E-commerce Professional Certificate
  • Licensed Illinois Life Producer State
  • Licensed Illinois Accident and Health Producer State
  • Licensed Mortgage Loan Originator


Timeline

Financial Solutions Specialist

PNC Bank
09.2023 - Current

Mortgage Loan Originator

PNC Bank
09.2016 - 09.2023

Branch Sales Manager

TCF National Bank
10.2014 - 08.2016

Mortgage Loan Originator

Old Second National Bank
03.2014 - 10.2014

Mortgage Loan Originator

Chase Bank
09.2009 - 03.2014

Producing Branch Manager

Tamayo Financial Services
12.2004 - 09.2009

Bachelor of Science - Marketing

Applied Business University
Basem Amra