Brenda Bauer
Glendale,AZ
Summary
Highly-motivated professional with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
14
14
years of professional experience
Work History
Mortgage Loan Officer
PenFed Credit Union
Phoenix, AZ
02.2022 - Current
- Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans.
- Analyzed financial data obtained from customers including income, assets and liabilities to determine loan feasibility.
- Ensured compliance with all federal, state and local regulations related to mortgage lending.
- Interacted with title companies, attorneys, real estate agents and other third parties involved in the loan process.
- Informed customers of application deadlines, approvals and denials.
Mortgage Loan Officer
Barrett Financial Group
Phoenix, AZ
04.2021 - 10.2021
- Provided guidance on various types of mortgages such as FHA loans, VA loans, conventional loans.
- Attended industry events and seminars in order to stay abreast of changes in the mortgage banking industry.
- Developed and maintained relationships with local real estate agents.
- Met with applicants to obtain information for loan applications and answer questions about loan process.
- Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
Branch Manager
OneAZ Credit Union
Phoenix, AZ
02.2016 - 04.2021
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Developed strategies to increase customer satisfaction and loyalty.
- Managed staff scheduling, hiring and training processes.
- Conducted regular performance reviews for all employees in the branch.
- Monitored financial performance of the branch on a monthly basis.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
Branch Manager
BMO Harris Bank
Phoenix, Arizona
03.2010 - 02.2016
- Managed and coached team in consultative sales process.
- Managed daily use of Salesforce to properly document customer conversations and follow up.
- Analyzed data to identify trends related to products, services, customers and markets served by the branch.
- Maintained up-to-date knowledge of industry trends, competitive landscape and regulatory environment.
- Ensured compliance with established policies, procedures and regulations governing banking operations.
- Facilitated weekly meetings with staff members to discuss progress on current initiatives.
Education
Business Management
Western International University
Tempe, AZSkills
- Goal-Oriented
- Relationship selling
- Credit evaluation
- Client Account Management
- Regulatory Compliance
- Quality assurance
- Team player
- Time management
Timeline
Mortgage Loan Officer
PenFed Credit Union
02.2022 - Current
Mortgage Loan Officer
Barrett Financial Group
04.2021 - 10.2021
Branch Manager
OneAZ Credit Union
02.2016 - 04.2021
Branch Manager
BMO Harris Bank
03.2010 - 02.2016
Business Management
Western International University
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