Caleb Nalli
Detroit
Summary
Dynamic customer service and sales professional recognized for top performance in mortgage loan closings and balance transfers. Proven ability to build strong client relationships and deliver tailored solutions, contributing to significant increases in customer satisfaction and financial success.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Mortgage Loan Officer
Rocket Mortgage
Detroit
10.2025 - Current
- Evaluated client financial situations to recommend suitable mortgage products.
- Educated clients on mortgage terms, rates, and payment options available.
- Guided clients through loan application processes and documentation requirements.
Banker
Old National Bank
Ann Arbor
01.2025 - 06.2025
- Managed customer accounts and transactions for diverse client needs.
- Provided financial advice and product recommendations to clients.
- Conducted loan applications and assessed creditworthiness of applicants.
Member Consultant
Meritrust Credit Union
08.2024 - 12.2024
- Developed, maintained and utilized diverse client base.
- Maintained current knowledge of evolving changes in marketplace.
- Met with members to discuss and ascertain needs, tailor solutions and close deals.
- Met existing members to review current services and expand sales opportunities.
Member Service Representative
University of Michigan Credit Union
08.2021 - 08.2024
- Top home loan closer within UMCU in 2023
- Brought in the most balance transfer clients among UMCU, totaling over one million dollars in 2023
- Service members daily with a variety of tasks
- Knowledge of all products and services offered
- Ability to process and close Home Equity Lines of Credit
- NMLS certified
- Trained peers on products and services.
- Brought in over $100,000 in balance transfers during UMCU's most recent promotion
- Relied on by peers for situation de-escalation skills
Key Holding Lead
Dick's Sporting Goods
09.2018 - 09.2021
- Kept a tidy and neat front ends for all visiting athletes
- Balanced cash tills daily to ensure accurate tracking of cash
- Assisted with various projects and planning across various Dick's Sporting Goods locations in the US
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Self-motivated, with a strong sense of personal responsibility.
- Promoted based on merit regarding product recommendation and team building skills
- Developed strong organizational and communication skills
Team Member
McDonald's
04.2016 - 01.2018
- Vast knowledge of all responsibilities in the establishment
- Cash counting & balancing skills
- Depended on due to customer service skills
- Developed strong cooperative relationships with coworkers and managers.
- Maintained productive, efficient approach to all tasks.
Skills
- Documentation management
- Team collaboration
- Time management
- Data interpretation
- Training and mentoring
- Financial advice
- Regulatory compliance
- Customer relationship management
- Problem solving
- Effective communication
- Workflow optimization
- Confidentiality and HIPAA
Certification
- Mortgage Loan Originator
Timeline
Mortgage Loan Officer
Rocket Mortgage
10.2025 - Current
Banker
Old National Bank
01.2025 - 06.2025
Member Consultant
Meritrust Credit Union
08.2024 - 12.2024
Member Service Representative
University of Michigan Credit Union
08.2021 - 08.2024
Key Holding Lead
Dick's Sporting Goods
09.2018 - 09.2021
Team Member
McDonald's
04.2016 - 01.2018