Chris White
Benicia,CA
Summary
Hardworking employee enthusiastic about learning new fields inside and out. Pursues opportunities to learn new skills and contribute to group success. Offers strong administrative, relationship-building and problem-solving abilities. Energetic Representative offering demonstrated success identifying prospects and converting leads into customers. Superior communication skills, understanding of client needs and sales closing rates. Recognized for creativity and resourcefulness in meeting and exceeding sales, revenue and profit goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Sr Loan Officer
Truss Financial Group
06.2023 - Current
- Provided guidance to customers regarding loan products, eligibility requirements, application processes, documentation requirements.
- Developed relationships with prospective borrowers through cold-calling activities and referrals from other sources.
- Maintained strong knowledge base of lending regulations, best practices and industry trends.
VP of Originations
Pivotal Capital Group II, LLC
06.2022 - 04.2023
- Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
- Attended trade shows and client meetings, promoting company brand and building rapport with prospects and partners.
- Developed innovative sales and marketing strategies to facilitate business expansion.
- Consistently making 75+ calls a day to prospects and partners.
Loan Officer
Groves Capital Inc.
05.2020 - 06.2022
- Submitted loan applications to underwriter for verification and recommendations.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Recommended loan approvals and denials based on customer loan application reviews.
- Maintained strict confidentiality of bank records and client information.
- Developed and maintained relationships with local real estate agents.
Education
Diploma -
Paso Robles High School
Paso Robles, CA06.2007
Skills
- Fluent in most CRM systems
- Excel with outbound calling
- Comfortable taking leadership roles
- Developing meaningful and personal relationships with clients
- Successful at retaining clients for repeat business
- Tax Liability Calculation
- Credit File Updating
- Bottom Line Loan Master Servicing
Certification
NMLS licensing
Timeline
Sr Loan Officer
Truss Financial Group
06.2023 - Current
VP of Originations
Pivotal Capital Group II, LLC
06.2022 - 04.2023
Loan Officer
Groves Capital Inc.
05.2020 - 06.2022
Diploma -
Paso Robles High School