Christi Lewis
Farmington
Summary
Dynamic Loan Officer with a proven track record at America First Credit Union, excelling in relationship building and financial advising. Enhanced customer satisfaction through personalized consultations and streamlined loan processes, resulting in increased profitability. Skilled in documentation review and database management, fostering lasting client relationships that drive repeat business and referrals.
Overview
7
7
years of professional experience
Work History
Loan Officer
America First Credit Union
04.2018 - Current
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Examined customer loan applications for loan approvals and denials.
- Developed strong relationships with customers through high levels of customer service.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Ensured compliance with all federal and state regulations throughout the loan origination process.
- Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
- Advised clients on mortgage, education and personal loans.
- Conducted thorough credit analysis to minimize risk exposure for the financial institution.
- Improved loan processing efficiency by streamlining application procedures and documentation requirements.
- Cultivated lasting relationships with satisfied clients that led to repeat business as well as referrals from friends or family members.
- Managed a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
- Collaborated with other departments to promptly process loan applications.
- Negotiated favorable loan terms with borrowers, increasing overall profitability for the company.
- Enhanced customer satisfaction with personalized loan consultations, guiding clients through complex processes.
- Resolved customer complaints regarding loan products and services, restoring trust and satisfaction.
- Evaluated loan requests and documents to verify accuracy and completeness.
Skills
- Database management
- Relationship building and management
- Documentation review
- Financial advising
- Sales expertise
Accomplishments
I have been training martial arts for 25+ years and was a professional nationally ranked kickboxer. I am currently training Brazilian Jiu Jitsu and ranked as a brown belt athlete under my division.
Timeline
Loan Officer
America First Credit Union
04.2018 - Current
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