Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Brandon Loghry

San Antonio,Texas

Summary

Proven success in developing and managing solutions for small business banking customers. Knowledgeable about lending, deposit and investment products. Originates, services and closes accounts as well as providing expert advice in a multitude of banking products. Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.

Overview

6
6
years of professional experience
4
4
years of post-secondary education

Work History

Mortgage Processor

US Bank
San Antonio, Texas
09.2020 - Current
  • Coordinated closing process with attorneys, title companies and government clerks.
  • Set up and completed loan submission packages.
  • Handled any conditions sent from underwriting departments.
  • Received on-going, comprehensive training on home loan products and mortgage process, Averaging over 20 calls per day
  • Checked daily reports each morning to identify priorities or issues for escalation to supervisor allowing for a 15% increase in speed loan CTC
  • Evaluated approvals against established bank and government lending standards.
  • Communicated with originator and applicant concerning progress of loan file.
  • Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.

Banker III / Assistant Manager

US Bank
Portland, Oregon
01.2019 - 09.2020
  • Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
  • Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
  • Established objectives to offer team members clear roadmap to help company achieve overall goals.
  • Analyzed lead lists from other banking branches and rapid dialed all for application inquiries which averaged to 100 calls per day and up to 10 applications per session.
  • Introduced new products or services, increased marketing activities and improved customer service to drive sales. Was responsible for a 26% increase at our local branch.
  • Provided advice on different bank products and financial options for small business clients. Advised them on local banking products to keep transactions within the institution.

Banker II

US Bank
Portland, Oregon
01.2017 - 01.2019
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
  • Developed customized solutions of deposit, lending and other products for small business customers.
  • Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
  • Developed tailored solutions to meet individual banking needs.
  • Established new accounts for high net worth individuals of $2M+ and serviced existing accounts to maximize revenue. 19% of all clients served applied for additional SMB loans and credit lines.

Education

High School Diploma -

Milwaukie High School
Milwaukie, OR
08.2010 - 06.2014

Loan Officer - Mortgage Loan Origination

National Mortgage Licensing System
Mortgage Educators
06.2018 - 07.2018

Skills

    Consumer banking

undefined

Accomplishments

  • Awarded "Legends of Possible" Award in 2020.
  • Awarded U.S. Bank "Top Banker" Award in 2018,2019,2020.
  • Awarded "Annual Star of Excellence" Award in 2020.

Timeline

Mortgage Processor

US Bank
09.2020 - Current

Banker III / Assistant Manager

US Bank
01.2019 - 09.2020

Loan Officer - Mortgage Loan Origination

National Mortgage Licensing System
06.2018 - 07.2018

Banker II

US Bank
01.2017 - 01.2019

High School Diploma -

Milwaukie High School
08.2010 - 06.2014

Similar Profiles

CREATE PROFILE
Brandon Loghry