Carter A. Polan
White Lake,MI
Summary
Dynamic Loan Officer at Lakeview Lending with a proven track record in financial analysis and exceptional customer service. Expertly evaluated loan applications, ensuring swift processing and tailored mortgage options. As an Event Coordinator, I successfully managed projects and built strong relationships, enhancing event experiences and client satisfaction.
Overview
6
6
years of professional experience
Work History
Loan Officer
Lakeview lending
Troy , MI
04.2022 - Current
- Explained loan products and terms clearly to potential borrowers.
- Collaborated with clients to gather required documents and verify information.
- Evaluated loan applications and assessed creditworthiness of applicants.
- Communicated with underwriters to facilitate swift loan processing.
- Reviewed financial statements to determine borrowers' repayment ability.
- Provided guidance on mortgage options tailored to client needs.
- Assisted in resolving client inquiries and issues throughout the loan process.
- Delivered high levels of customer service to facilitate smooth processes.
Event Coordinator
Michigan boating industries asosication
Detroit, Michigan
05.2020 - 04.2022
- Developed event timelines and schedules for smooth operations.
- Assisted in marketing campaigns to promote boating events effectively.
- Organized volunteer recruitment and training sessions for events.
- Created detailed reports outlining event planning progress, timelines, budgets, and other relevant information.
- Provided on-site support during the day of the event including problem solving if necessary.
Education
Business Communications -
Michigan State University
East Lansing, MI04-2025
Skills
- Effective communication
- Customer service
- Project management
- Financial analysis
- Event planning
- Critical thinking
- Team collaboration
- Financial advising
- Team player
- Negotiation techniques
- Relationship building and management
Affiliations
Student Athlete
References
References available upon request.
Timeline
Loan Officer
Lakeview lending
04.2022 - Current
Event Coordinator
Michigan boating industries asosication
05.2020 - 04.2022
Business Communications -
Michigan State University