- I have a passion for photography and editing photos
- I enjoy helping others and giving back to the community
- Gardening
- Wine Tasting
Becky Gerrard
Drain,OR
Summary
Accomplished Mortgage Loan Originator with strong background in loan origination, processing and client relations. Expert in loan structuring and building lasting client relationships. Skilled in assessing financial documents, guiding clients through complex loan options, and ensuring compliance with regulatory standards. Known for fostering collaboration within teams and delivering consistent results. Adaptable and reliable, with focus on achieving client satisfaction and organizational goals.
Overview
29
29
years of professional experience
Work History
Mortgage Loan Originator
U.S. Bank Home Mortgage
04.2014 - Current
- Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
- Analyzed applicant financial data to determine eligibility for various loan products, tailoring recommendations based on individual needs.
- Provided exceptional customer service throughout the entire loan process from initial consultation to closing day.
- Managed a pipeline of mortgage applications, prioritizing tasks to ensure timely closings and meet clients'' needs.
- Attended networking events to build professional relationships within the local community, generating increased leads.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Financial Advisor
Edward Jones
06.2010 - 10.2013
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
Education
Bachelor of Science - Business Administration
University of Oregon
Eugene, OR09-1995
Skills
- Loan structuring
- Relationship selling
- Closing coordination
- Loan Origination
- Loan Processing
- Problem-solving abilities
- Multitasking
- Reliability
- Client Relationship Building
- Credit analysis
- Real estate knowledge
- Applicant counseling
Interests
Timeline
Mortgage Loan Originator
U.S. Bank Home Mortgage
04.2014 - Current
Financial Advisor
Edward Jones
06.2010 - 10.2013
Bachelor of Science - Business Administration
University of Oregon
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