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