Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Brandon Tuten

Brandon Tuten

Summary

Dynamic Private Wealth Mortgage Banker with over 15 years of specialized experience in mortgage banking and relationship management, excelling in negotiation, loan processing, and regulatory compliance. Proven track record of driving sales and revenue growth through the cultivation of high-value client relationships and the delivery of customized mortgage solutions. Dedicated to surpassing customer expectations while fostering strong partnerships through strategic business development and innovative problem-solving. Expertise in various loan origination software platforms enhances efficiency in loan processing and elevates the overall customer experience, with a strong aptitude for adapting to new technologies to streamline workflows and ensure compliance.

Overview

17
17
years of professional experience

Work History

Private Wealth Mortgage Banker

US Bank
01.2023 - Current
  • Manage national builder accounts, ensuring seamless mortgage solutions for homebuyers.
  • Deliver exceptional client service, retaining 5-star reviews with personalized financial solutions.
  • Navigate complex financial scenarios to tailor mortgage solutions to client needs.
  • Cultivate high-value relationships with wealth advisors and real estate professionals.
  • Analyze financial scenarios, develop tailored solutions, ensure optimal outcomes for high-net-worth clients.

Mortgage Loan Officer Assistant

TIAA Bank/US Bank
01.2011 - 01.2023
  • Supported account management with builders, enhancing partnerships and client satisfaction.
  • Guided clients in mortgage origination, achieving over 250 transactions and $75M annually.
  • Prepared financial documents for compliance, ensuring accurate analysis and reporting.
  • Communicated proactively to maintain strong client relationships and service excellence.
  • Developed and maintained long-term client relationships through proactive outreach and personalized service, leading to increased referrals and repeat business.

Mortgage Loan Officer Assistant

Wells Fargo
01.2010 - 01.2011
  • Supported loan officers in mortgage origination, enhancing client satisfaction and compliance.
  • Assisted in credit analysis and documentation, ensuring thorough and accurate loan processing.
  • Delivered excellent customer service, efficiently resolving client inquiries and issues.
  • Processed mortgage applications with precision, guaranteeing complete and compliant loan files.
  • Ensured adherence to compliance standards, contributing to successful underwriting reviews.

Assistant Manager & Control Operator

United Biomass
01.2009 - 01.2010
  • Managed production targets, ensuring timely delivery of fuel products.
  • Led packaging operations, enhancing quality control measures.
  • Developed protocols, maintaining compliance with regulations.
  • Coordinated cross-functional teams, optimizing operational efficiency.
  • Analyzed boiler data through proprietary technology, improving performance and safety compliance.

Education

Business Administration

Valencia College
Orlando, Florida
09.2006

Skills

  • Business Development, Customer Relations, Regulatory Compliance, Financial Analysis, Problem Solving, Negotiation, Communication, Client Acquisition, Client Retention, Relationship Building, Sales Strategy
  • Proficient in loan origination, document management and CRM systems including Salesforce, AOW, Ellie Mae AIQ, Core, Blend, Encompass, and Net Oxygen

Accomplishments

  • Consistently retained 5-star client reviews through superior service
  • Managed and expanded key national builder accounts
  • Exceeded annual loan volume and transaction targets year over year

Timeline

Private Wealth Mortgage Banker

US Bank
01.2023 - Current

Mortgage Loan Officer Assistant

TIAA Bank/US Bank
01.2011 - 01.2023

Mortgage Loan Officer Assistant

Wells Fargo
01.2010 - 01.2011

Assistant Manager & Control Operator

United Biomass
01.2009 - 01.2010

Business Administration

Valencia College

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Brandon Tuten