Summary
Overview
Work History
Education
Skills
Education and Training
Timeline
Generic

Brandon Polis

Feasterville,PA

Summary

Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.

Overview

10
10
years of professional experience

Work History

Loan Officer

Lakeview Loan Servicing
10.2024 - 04.2026
  • Processed and analyzed credit reports to determine borrower eligibility and risk assessment.
  • Streamlined loan approval processes, reducing turnaround times while maintaining accuracy.
  • Examined customer loan applications for loan approvals and denials.
  • Ensured compliance with all federal and state regulations throughout the loan origination process.

Insurance Agent

Jeff King Allstate
01.2024 - 09.2024
  • Developed customized insurance solutions to meet diverse client needs.
  • Educated clients on coverage options, enhancing understanding and satisfaction.
  • Streamlined policy renewal processes, improving efficiency and client retention.
  • Analyzed insurance claims to ensure accuracy and compliance with regulations.

Mortgage Consultant

NewRez
04.2016 - 10.2023
  • Reviewed credit histories, income statements, and other financial information of loan applicants.
  • Explained various types of loans available to customers and their associated terms and conditions.
  • Interacted with underwriters, appraisers, title companies. during the processing of a loan application.
  • Maintained current knowledge regarding new laws, regulations, policies, procedures, products, services. related to consumer lending operations.
  • Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.

Education

Bachelor of Science - Business

Drexel University
Philadelphia, PA
12-2015

Skills

  • Document Review
  • Credit analysis
  • Financial Advising
  • Debt management
  • Sales expertise
  • Financial Services
  • Negotiation Tactics

Education and Training

other

Timeline

Loan Officer

Lakeview Loan Servicing
10.2024 - 04.2026

Insurance Agent

Jeff King Allstate
01.2024 - 09.2024

Mortgage Consultant

NewRez
04.2016 - 10.2023

Bachelor of Science - Business

Drexel University