CAROLINA ORTIZ
U.S. Bank
Las Vegas,NV
4
years of professional experience
Enthusiastic Individual eager to contribute to team success through hard work, attention to detail, and excellent organizational skills. A clear understanding of sales and customer service. Motivated to learn, grow and excel in the mortgage industry.
Work History
Mortgage Loan Officer Assistant
4 Years 8 Months- Documented borrower's information in loan processing system and resolved any discrepancies.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Monitored key dates to obtain information by deadlines.
- Establish and maintain relationships with real estate agents, builders, internal and external bank
partners alike to keep them abreast of loan programs and other benefits which their mortgage loan
customers could benefit from.
Client Relationship Consultant
8 Months- Entrusted to find financial solutions for new and existing customers.
- Had multiple successes early on in sales to include Home Equity installment
loans, lines of credit, auto loans and credit cards - Partnered with Mortgage Loan Officer to better serve customers that chose a
traditional refinance over US Bank S.M.A.R.T refinance option
Management
3 Years 1 Month- Responsible for all day-to-day business operations including, but not limited to employee hires,
training and supervision, quality control, advertising, closing and funding of mortgage loans. - Drove year-over-year business growth while leading operations, strategic vision and long-range planning
- Organized budgets, oversaw P&Ls and achieved margin targets consistently to stay on track with growth plans
- Successfully closed average of 50 loans per month
- Prepared documents for underwriters by verifying client income, credit reports and other information.
Education
Associate of Applied Science - est
High School Diploma
Skills
Over seven years of sales expertise
Over four years of loan experience
Deadline-oriented
Relationship building
Verbal and written communication
Experienced in all Microsoft format
Over seven years of customer service experience
Multitasking abilities
Excellent telephone etiquette
Management Experience
Generate own leads
Timeline
Mortgage Loan Officer Assistant
U.S. Bank
02.2022 - CurrentRead More
Client Relationship Consultant
U.S. Bank
06.2021 - 02.2022Read More
Management
TitleMax Finance
05.2018 - 06.2021Read More
College of Southern Nevada
Associate of Applied Science from est
Read More
Eldorado High School
High School Diploma
Read More