Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Cheryl Nelson

Milton,WA

Summary

Savvy, high achieving Mortgage professional with 27 years of experience fostering positive relationships making an unfaltering experience for all parties. This conscious effort over the span of my career has set me up for success in all of my future ventures.

Overview

21
21
years of professional experience

Work History

Mortgage Broker

Allsquare Mortgage
03.2020 - 12.2024
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.

Senior Loan Officer

Bay Equity
04.2017 - 02.2020
  • Examined customer loan applications for loan approvals and denials.
  • Collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients.
  • Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.

Senior Loan Officer

Fairway Independent Mortgage
03.2011 - 12.2016
  • Collaborated with underwriting team to expedite loan processing times and ensure timely closings for clients.
  • Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
  • Cultivated referral network with real estate agents, builders, and other professionals to generate new business leads.

Manager

Prime Lending Group
05.2011 - 03.2014
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.

Mortgage Branch Manager

National City/PNC
12.2003 - 04.2011
  • Implemented training programs to enhance team''s knowledge of industry regulations, best practices, and product offerings.
  • Negotiated favorable terms with bank on behalf of clients to secure competitive mortgage options for their individual financial needs.
  • Mentored junior employees keen on advancing their careers within the organization via sharing valuable insights gained from years of hands-on experience.
  • Optimized staff productivity levels through regular performance evaluations coupled with constructive feedback sessions for continuous improvement purposes.

Education

High School Diploma -

Peninsula High School
Gig Harbor, WA

Skills

  • Communication
  • Regulatory compliance
  • Client consultation
  • Customer service
  • Leadership
  • Time management
  • Critical thinking
  • Team work/Team building

Accomplishments

Extensive awards including but not limited to:

Rookie of the year

Multiple top producer awards

Presidents Club numerous times

Best in customer satisfaction


Timeline

Mortgage Broker

Allsquare Mortgage
03.2020 - 12.2024

Senior Loan Officer

Bay Equity
04.2017 - 02.2020

Manager

Prime Lending Group
05.2011 - 03.2014

Senior Loan Officer

Fairway Independent Mortgage
03.2011 - 12.2016

Mortgage Branch Manager

National City/PNC
12.2003 - 04.2011

High School Diploma -

Peninsula High School

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Cheryl Nelson