Brian Volz
Vero Beach,FL
Summary
Results-driven mortgage professional with expertise in loan processing, compliance management, and customer relationship building. Proven ability to streamline loan procedures and enhance client satisfaction through effective communication and financial analysis.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Sr Mortgage Banker
CFBank
Cincinnati, Ohio
12.2024 - Current
- Assisted clients in completing mortgage applications and gathering essential documentation.
- Evaluated financial information to recommend appropriate mortgage products.
- Coordinated with underwriters to expedite loan approval processing.
- Educated clients on mortgage terms, processes, and associated risks.
- Maintained accurate records of client interactions and loan progress.
- Communicated with real estate agents to facilitate seamless transactions.
- Analyzed financial data to determine loan eligibility based on income and credit.
- Developed relationships with clients to enhance satisfaction and loyalty.
Sr Loan Officer
GFS Home Loans
Cincinnati, Ohio
09.2024 - 12.2024
- Reviewed loan applications for accuracy and compliance with company policies.
- Evaluated borrower creditworthiness through comprehensive financial analysis.
- Collaborated with underwriters to accelerate loan processing timelines.
- Resolved client inquiries promptly to maintain high service quality.
- Provided exceptional customer service to enhance overall client satisfaction.
- Attended networking events to strengthen industry relationships.
Sr Loan Officer
Cornerstone First Mortgage
Cincinnati, Ohio
05.2024 - 09.2024
- Reviewed loan applications to ensure accuracy and compliance with company policies.
- Evaluated borrower creditworthiness through comprehensive financial analysis.
- Collaborated with underwriters to streamline loan processing timelines.
- Assisted clients in understanding loan options and processes clearly.
- Attended networking events to cultivate relationships within the industry.
Sr Loan Officer
Equitable Mortgage Corp
Cincinnati, Ohio
12.2023 - 05.2024
- Reviewed loan applications for accuracy and compliance with company policies.
- Evaluated borrower creditworthiness through thorough financial analysis.
- Collaborated with underwriters to expedite loan processing timelines.
- Assisted clients in comprehending loan options and processes efficiently.
- Delivered exceptional customer service to enhance client satisfaction throughout the process.
Sr Loan Officer
Bank of England Mortgage
Cincinnati, Ohio
03.2023 - 08.2023
- Reviewed loan applications for accuracy and compliance with company policies.
- Evaluated borrower creditworthiness through comprehensive financial analysis.
- Collaborated with underwriters to expedite loan processing timelines.
- Maintained current knowledge of industry regulations and market trends.
- Assisted clients in understanding loan options and processes.
- Provided exceptional customer service to enhance client satisfaction throughout process.
- Attended networking events to cultivate industry relationships.
Sr Loan Officer
Paramount Residential Mortgage Group - PRMG
Cincinnati, Ohio
05.2022 - 11.2022
- Reviewed loan applications for accuracy and compliance with company policies.
- Evaluated borrower creditworthiness through comprehensive financial analysis.
- Collaborated with underwriters to expedite loan processing timelines.
- Assisted clients in understanding loan options and processes.
- Resolved client inquiries promptly to enhance service quality.
- Attended networking events to build industry relationships.
- Provided exceptional customer service, ensuring client satisfaction throughout the process.
Mortgage Branch Manager
Union Home Mortgage
Lexington, Kentucky
06.2021 - 11.2021
- Streamlined daily operations and staff scheduling to enhance branch efficiency.
- Directed customer service, human resources, sales, and marketing initiatives at the branch.
- Ensured compliance with company policies and local regulations across all operations.
- Reviewed loan applications for accuracy and adherence to underwriting standards.
- Counseled clients on home purchasing, loan processes, and industry topics.
- Analyzed market trends to identify opportunities for business growth.
- Coordinated marketing initiatives to increase branch visibility and community engagement.
- Implemented customer service strategies that improved client satisfaction and retention rates.
Mortgage Branch Manager
Hallmark Home Mortgage
Lexington, Kentucky
04.2019 - 06.2021
- Analyzed market trends to identify growth opportunities for business improvement.
- Coordinated marketing initiatives to enhance visibility of branch services in local community.
- Implemented customer service strategies to boost client satisfaction and retention rates.
- Reviewed loan applications for accuracy and compliance with underwriting standards.
- Counseled clients on home purchasing, loan processes, and relevant industry topics.
- Provided training on latest industry regulations and best practices to team members.
- Resolved complex customer issues promptly to maintain high service standards.
- Oversaw loan process from origination through closing to ensure exemplary client service.
Mortgage Branch Manager
Western Ohio Mortgage Corp
Cincinnati, Ohio
04.2015 - 03.2019
- Managed daily operations of mortgage branch, ensuring compliance with regulations.
- Supervised loan officers, providing guidance for effective client interactions.
- Reviewed loan applications for accuracy and adherence to underwriting standards.
- Implemented customer service strategies that improved client satisfaction and retention rates.
- Coordinated marketing initiatives to enhance branch visibility within the local community.
- Facilitated team meetings to promote collaboration and communication among staff members.
- Resolved complex customer issues promptly, maintaining high service satisfaction levels.
- Oversaw loan process from origination to closing, ensuring exemplary service for every client.
Education
Some College (No Degree) -
University of Cincinnati
Cincinnati, OHSkills
- Mortgage origination and loan processing
- Financial analysis and risk assessment
- Compliance management
- Customer relationship management
- Networking strategies
- Effective communication
- Relationship building
- Underwriting proficiency and desktop underwriting expertise
- Pre-approval process knowledge
- Residential mortgage lending regulations
- Referral network development
Certification
- NMLS ID: 395731
References
References available upon request.
Accomplishments
- Supervised team of 16 staff members.
- Documented and resolved mortgage loan issues which led to more closings.
- Achieved closing more transactions through effectively helping with underwriting and operations issues/delays.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Work Preference
Work Type
Full TimeWork Location
On-SiteHybridImportant To Me
Career advancementWork-life balanceCompany CulturePersonal development programsHealthcare benefitsTeam Building / Company RetreatsTimeline
Sr Mortgage Banker
CFBank
12.2024 - Current
Sr Loan Officer
GFS Home Loans
09.2024 - 12.2024
Sr Loan Officer
Cornerstone First Mortgage
05.2024 - 09.2024
Sr Loan Officer
Equitable Mortgage Corp
12.2023 - 05.2024
Sr Loan Officer
Bank of England Mortgage
03.2023 - 08.2023
Sr Loan Officer
Paramount Residential Mortgage Group - PRMG
05.2022 - 11.2022
Mortgage Branch Manager
Union Home Mortgage
06.2021 - 11.2021
Mortgage Branch Manager
Hallmark Home Mortgage
04.2019 - 06.2021
Mortgage Branch Manager
Western Ohio Mortgage Corp
04.2015 - 03.2019
Some College (No Degree) -
University of Cincinnati
Similar Profiles
Craig HennequantCraig Hennequant
VP, BSA and CRA Officer at CFBankVP, BSA and CRA Officer at CFBank
Elizabeth LudoviciElizabeth Ludovici
Banking Center Manager at CFBankBanking Center Manager at CFBank
Alexis CarrAlexis Carr
Loan Closer at IFGLoan Closer at IFG
EMMA H. PUTTICKEMMA H. PUTTICK
First Grade Teacher at Saint Edward's SchoolFirst Grade Teacher at Saint Edward's School
Mary AcevedoMary Acevedo
Assistant Director at Little Rising Stars, Inc.Assistant Director at Little Rising Stars, Inc.