Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brian Peebles

Vancouver,WA

Summary

Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty.

Overview

5
5
years of professional experience

Work History

Mortgage Loan Officer

Canopy Mortgage
08.2023 - Current
  • Worked with underwriters to fix application problems and resolve issues.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.

Mortgage Loan Officer

Penrith Home Loans
02.2023 - 07.2023
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Negotiated loan terms and conditions with clients to maximize profitability.

Mortgage Loan Officer

Caliber Home Loans
04.2019 - 08.2022
  • Developed and implemented marketing campaigns to generate new business opportunities.
  • Checked loan documents for accuracy prior to closing.
  • Developed extensive network of referral partners to source new mortgage loan opportunities.

Education

Certificate in FinTech - Python, Machine Learning, Blockchain Technology

University of Washington
Seattle, WA
04.2023

Fintech And The Future of Finance - Blockchain, Cryptocurrencies, Govcoins

Economist Education
Online
09.2022

High School Diploma -

Irvine High School
Irvine, CA
06.1995

Skills

  • Sales Development
  • Build Trust with Referral Partners
  • Listen to Customers to Learn About Their Specific Circumstances
  • Regulatory Compliance

Timeline

Mortgage Loan Officer

Canopy Mortgage
08.2023 - Current

Mortgage Loan Officer

Penrith Home Loans
02.2023 - 07.2023

Mortgage Loan Officer

Caliber Home Loans
04.2019 - 08.2022

Certificate in FinTech - Python, Machine Learning, Blockchain Technology

University of Washington

Fintech And The Future of Finance - Blockchain, Cryptocurrencies, Govcoins

Economist Education

High School Diploma -

Irvine High School
Brian Peebles