Accomplished Loan Officer with 11 years of experience in mortgage loan originations. Well-versed in loan products, financial and credit analysis, and sales strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty. Extensive real estate knowledge and success in client education. Meticulous team player with strong organizational skills. Ability to manage multiple projects simultaneously with a high degree of accuracy.
• Over $1 billion in funded loans.
• Support Huntington Private Bank Clients.
• Created excel commission spreadsheet for department.
• Explained several types of loans pertaining to client situations.
• Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
• Develops new and expands internal and external referral sources to grow mortgage business.
• Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
• Maintained elevated 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.
• Mentored newly hired loan officers.
• Served as loan officer ambassador during Huntington and TCF merger.
• Referred over $1 million in managed investments.
• Resolved customer complaints and disputes to maintain satisfaction and loyalty.
• Cultivated strong customer relationships by providing tailored advice and services.
• Maintained in-depth product and service knowledge for well-informed customer advice.
• Analyzed customers' financial information to deliver personalized account guidance.
• Assisted customers with completing required forms for opening and closing bank accounts.
• Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
• Originated and maintained steady pipeline of $20MM+ of refinance and purchase loans.
• Collaborated with underwriters to fix application problems and resolve issues.
• Evaluated client financial positions and identified most appropriate banking products.
• Located and pre-qualified customers for mortgages.
• Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
• Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
• Maintained elevated level of customer satisfaction by providing prompt and accurate loan status updates.
• Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
• Explained several types of loans pertaining to client situations.
• Analyzed loan applications and credit reports to determine loan eligibility and risk level.
2018 Loan Officer Award Recipient at the Columbus Mortgage Bankers Association (CMBA) Inaugural Banquet for loan production.
Member of York Golf Club since 2016.