Berna Petry

• Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
• 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.
• Analyzed loan applications and credit reports to determine loan eligibility and risk level.
• Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
• Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
• Developed extensive network of referral partners to source new mortgage loan opportunities.
• 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.
• Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
• Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
• Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
• Developed extensive network of referral partners to source new mortgage loan opportunities.
• Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
• Assisted clients in selecting correct loan product and terms to meet needs and financial goals.

• Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
• Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
• 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.
• Analyzed loan applications and credit reports to determine loan eligibility and risk level.
• Followed up with clients on missing loan documents, providing guidance on best way to complete application process.

Licensed in the Real Estate Industry for 19 years. Successfully built a clientele (CRM) database to include thousands of potential buyers and sellers. Proficient in serving the needs of The Petry Team clients to include, but not limited to, the following: Contract negotiations, Marketing, Computer Skills, Problem Solving, Coordinating with the Title Company, Lender, and other professionals to facilitate a successful sale of residential property. Ranked as the 7th (out of 2600+ agents) most successful team within Samson Properties.

Owned and operated The Petry Team as an independent contractor within this company. Worked daily in residential type transactions to facilitate a sale between home buyers and sellers. Skills employed included, but not limited to: Marketing to locate potential clients, Managing a CRM database, Contract Negotiations, Processing Transactions, Working daily with other professionals- such as Title Companies, Lenders, Home Inspectors, Appraisers, Contractors, and others to facilitate a successful purchase transaction. Ranked #1 Sales Team while employed in this office.

Owned and operated The Petry Team as an independent contractor within this company. Worked daily in residential type transactions to facilitate a sale between home buyers and sellers. Skills employed included, but not limited to: Marketing to locate potential clients, Managing a CRM database, Contract Negotiations, Processing Transactions, Working daily with other professionals- such as Title Companies, Lenders, Home Inspectors, Appraisers, Contractors, and others to facilitate a successful purchase.

Owned and operated The Able Team as an independent contractor within this company. Worked daily in residential type transactions to facilitate a sale between home buyers and sellers. Skills employed included, but not limited to: Marketing to locate potential clients, Managing a CRM database, Contract Negotiations, Processing Transactions, Working daily with other professionals- such as Title Companies, Lenders, Home Inspectors, Appraisers, Contractors, and others to facilitate a successful purchase transaction. Several awards and recognition(s) were granted.