Summary
Overview
Work History
Education
Skills
Certification
References
Affiliations
About Me
Timeline
Generic
Christopher Weltzin

Christopher Weltzin

Oak Creek,WI

Summary

Highly driven and detailed finance professional with 5+ in the finance industry. I have been an exceptional mortgage officer at a major bank, leading mortgage company, and a small startup mortgage brokerage firm. Skilled at understanding product guidelines, qualifying income, managing expectations, and researching market trends. Detailed and methodical with document review of income statements, retirement accounts, and investment statements. Passionate about build both client and peer relationships. Seeking a challenging finance position were I will be able to use my skills and experience to make an impact for everyone I work with and help.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Premier Client Relationship Consultant

US Bank National Association
Brookfield , WI
05.2023 - Current
  • Keep up-to-date with the most recent bank products
  • Understand recent guidelines from FINRA and the US Bank Licensed Banker Program
  • Build rapport with customers in a short time frame
  • Ability to understand customer situations quickly to give banking recommendations when processing daily transaction needs
  • Look at customers' relationship with the bank and their overall financial standing to provide the best loan recommendations
  • Explain the benefits of working with the Wealth Banker and Advisor
  • Look up and communicate US Bank guidelines to customers,so they can make clear decisions
  • Take on special tasks to allow for greater efficiency

Senior Mortgage Loan Officer

Epic Mortgage
Brookfield, WI
02.2023 - 05.2023
  • Research unique loan products and guidelines
  • Understand, analyze, break down, and input data from paystubs, tax returns, investment statements, and retirement statements
  • Build connections with referral partners, such as realtors, lawyers, and financial advisors.
  • Oversee the loan process from prospecting to the closing of the loan
  • Manage expectations and communicate the process between multiple parties throughout a transaction
  • Resolve conflict that may arise between parties to achieve a shared goal
  • Help provide solutions on short notice to close deals
  • Educate customers, realtors, and financial advisors on market trends
  • Show and explain the financial benefits of different loan products for customers to see equity growth
  • Explain complex income, asset, bankruptcy, and investment guidelines for qualifying purposes of a loan

VP of Mortgage Lending

Guaranteed Rate
Brookfield, WI
05.2022 - 02.2023
  • Understand the complexity of mortgage products such as state-sponsored loans, conventional loans, non-conforming loans, and VA loans
  • Help customers choose the best products for their situations
  • Oversee the mortgage process to ensure that my team is staying on schedule
  • Network with many different referral sources to build relationships and build trust
  • Explain how the mortgage process works with the customer, including the timeline and what to expect during the process, so nothing surprises them
  • Use tools to follow market trends and explain how that will affect the customers' options

Mortgage Loan Officer

Fairway Independent Mortgage
Wauwatosa, WI
07.2021 - 04.2022
  • Learn and understand the unique products that Fairway offers
  • Understand customers' concerns and questions to address them effectively and make them feel comfortable
  • Make sure that I was checking market trends to give customers the best options possible
  • Made sure that I was being clear and understandable when conveying complicated mortgage guidelines

Home Lending Advisor

JP Morgan Chase
Milwaukee, WI
03.2019 - 07.2021
  • Assisted customers in obtaining home equity lines of credit, variable rate loans, conventional loans, and jumbo loans
  • Tailored services to meet the needs of each client, and to provide the best products
  • Collected a wide range of documents to best understand the customer's financial standing for loan products
  • Communicate with my processors, underwriters, and loan closers to make sure the process was as smooth as possible for customers
  • Made sure that customers understood the benefits of the various product options

Education

High School Diploma -

Muskego High School
Muskego, WI
06-2007

Some College (No Degree) -

Purdue University - North Central
Westville, IN

Some College (No Degree) -

UW Waukesha
Waukesha, WI

Skills

  • Customer Service
  • Excellent Communication
  • Ability to relay technical knowledge to customers
  • Positive Interpersonal Relationships
  • Help customers make informed purchases
  • Decision Maker
  • Leadership
  • Forecasting and Reporting
  • Project Leadership
  • Client Relationships
  • Strategic Planning
  • Attention to Detail
  • Processes and procedures
  • Software troubleshooting

Certification

  • Series 6
  • Series 63

References

  • Marv Groom: 262-780-5033 Marvin.groom@usbank.com
  • Wanda Harkins: 262-424-4503 Wanda.harkins@usbank.com
  • Justin Becker: 262-780-5053 Justin.becker@usbank.com

Affiliations

  • Musician: Went to school for music. I play drums, guitar, piano, bass, and saxophone.
  • Pastor: I am a pastor at my local church in New Berlin Wisconsin.

About Me

  • Husband: I have been married to my wife, Stephanie, for 11 years.
  • Father: I have two beautiful daughters, Madelyn (7) and Liliana (4).
  • Bourbon Enthusiast
  • Cigar Enthusiast

Timeline

Premier Client Relationship Consultant

US Bank National Association
05.2023 - Current

Senior Mortgage Loan Officer

Epic Mortgage
02.2023 - 05.2023

VP of Mortgage Lending

Guaranteed Rate
05.2022 - 02.2023

Mortgage Loan Officer

Fairway Independent Mortgage
07.2021 - 04.2022

Home Lending Advisor

JP Morgan Chase
03.2019 - 07.2021

High School Diploma -

Muskego High School

Some College (No Degree) -

Purdue University - North Central

Some College (No Degree) -

UW Waukesha

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Christopher Weltzin