Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Charlotte Oliver

Charleston,SC

Summary

Organized, dependable and successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Licensed Mortgage Banker Assistant

SouthState Bank
06.2021 - Current
  • Boosted customer satisfaction by providing tailored mortgage solutions and exceptional service.
  • Exceeded sales goals consistently by developing strong relationships with clients and realtors.
  • Streamlined application processes for faster approvals, ensuring timely closings on mortgage loans.
  • Maintained a high level of product knowledge, staying current with industry trends and regulations.
  • Collaborated with underwriters to resolve complex loan scenarios, resulting in successful funding of loans.
  • Assisted clients in understanding the mortgage process, addressing concerns, and making informed decisions.
  • Managed a large pipeline of loans efficiently, prioritizing tasks based on deadlines and client needs.
  • Maintained compliance with federal and state regulations throughout the loan origination process.
  • Developed and implemented marketing strategies to generate new business opportunities and increase referrals.
  • Conducted thorough analyses of applicants'' financial status, credit, and property evaluations to determine loan feasibility.
  • Delivered prompt communication with all parties involved in transactions, fostering strong professional relationships.
  • Continuously monitored market conditions to identify potential changes impacting borrower eligibility or lending policies.
  • Coordinated closely with title companies to ensure smooth closings and proper document recording.
  • Connected borrowers to appropriate resources for resolving credit issues when necessary, improving chances for future approval success.
  • Participated in ongoing training programs to stay up-to-date on industry developments and enhance professional growth.
  • Participated in industry events and conferences to build relationships and gain market intelligence.
  • Developed extensive network of referral partners to source new mortgage loan opportunities.
  • Fielded customer complaints and provided solutions.
  • Developed and implemented marketing campaigns to generate new business opportunities.
  • Supported business growth by assisting in marketing campaigns and coordinating events.

Licensed Mortgage Loan Originator

CMG/NextMortgage
04.2020 - 06.2021

Licensed Mortgage Loan Originator

Guaranteed Rate Affinity, LLC
01.2018 - 04.2020

Licensed Mortgage Loan Originator - Builder

DHI Mortgage Company
03.2017 - 10.2017

Licensed Mortgage Loan Originator

Movement Mortgage
04.2015 - 03.2017

Licensed Loan Officer Assistant

RBS Citizens, N.A
02.2014 - 04.2015

Licensed Mortgage Loan Assistant

SunTrust Mortgage
09.2008 - 12.2013

Mortgage Loan Officer - Builder

Beazer Mortgage
08.2004 - 11.2007

Education

Bachelor of Arts - Corporate Communications

College of Charleston
Charleston, SC
05.1997

Skills

  • Customer Service
  • Relationship Building
  • Regulatory Compliance
  • Analyzing Data
  • Business Development
  • Team Collaboration

Certification

NMLS# 659251

Timeline

Licensed Mortgage Banker Assistant

SouthState Bank
06.2021 - Current

Licensed Mortgage Loan Originator

CMG/NextMortgage
04.2020 - 06.2021

Licensed Mortgage Loan Originator

Guaranteed Rate Affinity, LLC
01.2018 - 04.2020

Licensed Mortgage Loan Originator - Builder

DHI Mortgage Company
03.2017 - 10.2017

Licensed Mortgage Loan Originator

Movement Mortgage
04.2015 - 03.2017

Licensed Loan Officer Assistant

RBS Citizens, N.A
02.2014 - 04.2015

Licensed Mortgage Loan Assistant

SunTrust Mortgage
09.2008 - 12.2013

Mortgage Loan Officer - Builder

Beazer Mortgage
08.2004 - 11.2007

Bachelor of Arts - Corporate Communications

College of Charleston

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Charlotte Oliver