Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty.
Overview
5
5
years of professional experience
Work History
Sr. Mortgage-loan-officer
Castle Hills Mortgage
03.2019 - Current
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Worked with underwriters to fix application problems and resolve issues.
Developed and implemented marketing campaigns to generate new business opportunities.
Checked loan documents for accuracy prior to closing.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Developed extensive network of referral partners to source new mortgage loan opportunities.
Developed and maintained relationships with customers, lenders and other third parties.
Sr. Loan Officer
Fairway Independent Mortgage
06.2018 - 03.2019
Submitted loan applications to underwriter for verification and recommendations.
Originated, reviewed, processed, closed, and administered customer loan proposals.
Developed and maintained relationships with local real estate agents.
Reviewed and edited loan agreements to promote efficiency and accuracy.
Maintained strict confidentiality of bank records and client information.
Recommended loan approvals and denials based on customer loan application reviews.
Monitored performance of existing loan portfolios to identify and address any issues.
Developed strong relationships with customers through high levels of customer service.
Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
Negotiated loan terms to provide favorable outcomes for both customers and lenders.
Developed systems to efficiently track loan documents and enhance accuracy.
Business-Commercial Loan Analyst (Government Contractor) at Small Business AdministrationBusiness-Commercial Loan Analyst (Government Contractor) at Small Business Administration