Organized and dependable financial professional successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
14
14
years of professional experience
Work History
Broker/Senior Mortgage Advisor
Quest Funding Group
01.2010 - Current
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Worked with underwriters to fix application problems and resolve issues.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Analyzed potential risks and evaluated loan products to identify suitable options for customers.
Education
Bachelor of Science - Business Administration
University of Colorado At Boulder
Boulder, CO
05.1998
Skills
Documentation Expertise
Business Relationship Building
Relationship Management
Financial Analysis
Compliance Requirements
Verbal and Written Communications
Timeline
Broker/Senior Mortgage Advisor
Quest Funding Group
01.2010 - Current
Bachelor of Science - Business Administration
University of Colorado At Boulder
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