Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brandon O'Toole

Nashville,TN

Summary

Results-driven mortgage and financial services professional with experience in mortgage banking, mortgage brokerage, and real estate investment lending. Strong background in credit and financial analysis, risk assessment, commercial lending, and client relationship management.

Overview

7
7
years of professional experience

Work History

Real Estate Investment Loan Officer

Capital Fund 1
Nashville, Tennessee
02.2026 - 08.2026
  • Reviewed loan applications using Capital Fund 1 lending guidelines.
  • Collected borrower documents for credit and income verification.
  • Prepared loan packages for submission and closing review.
  • Explained Capital Fund 1 lending terms, rates, etc. to clients.
  • Developed and maintained relationships with potential customers to increase loan business.
  • Improved loan applications and documentation by informing applicant of additional requirements.

Mortgage Broker

Nexa
Los Angeles, California
03.2022 - 12.2022
  • Advised borrowers through Nexa mortgage options and loan requirements
  • Gathered income, asset, and credit documents for Nexa loan files
  • Reviewed borrower profiles to match suitable Nexa lending programs

Mortgage Banker

Fifth Third Bank
Cincinnati, Ohio
12.2019 - 08.2020
  • Advised customers on Fifth Third Bank mortgage products and loan options.
  • Collected borrower documents for mortgage applications and prequalification reviews.
  • Reviewed credit reports, income records, and assets for loan eligibility.
  • Explained mortgage terms, disclosures, and next steps to home-buyers and home-owners
  • Managed pipeline of loans from origination through closing process while monitoring progress regularly.

Education

Some College (No Degree) - Economic Coursework

University of Cincinnati
Cincinnati, OH

Key points

Skills

  • Credit analysis
  • Financial analysis
  • Effective communication
  • Financial counseling
  • Commercial lending
  • Risk assessment
  • Income verification
  • Sales expertise

Timeline

Real Estate Investment Loan Officer

Capital Fund 1
02.2026 - 08.2026

Mortgage Broker

Nexa
03.2022 - 12.2022

Mortgage Banker

Fifth Third Bank
12.2019 - 08.2020

Some College (No Degree) - Economic Coursework

University of Cincinnati

Key points
Brandon O'Toole