Summary
Overview
Work History
Education
Skills
Skills Interests
Timeline
Generic
Clare Lin

Clare Lin

Warren Township,USA

Summary

Dynamic Senior Mortgage Loan Officer with a proven track record at JPMorgan Chase, recognized for achieving top production and customer satisfaction. Expert in financial analysis and customer relationship management, I excel in tailoring lending solutions and driving business growth through strategic marketing and collaboration. Fluent in Chinese and Taiwanese, enhancing client engagement.

Overview

19
19
years of professional experience

Work History

Senior Mortgage Loan Officer

Loan Factory
Warren Township, USA
09.2022 - Current
  • Executed data-driven marketing plans
  • Identified cost-effective promotional strategies to enhance overall visibility.
  • Developed targeted marketing approaches that optimized resource allocation and engagement.
  • Collaborated with real estate agents to facilitate smooth transaction closings.

Branch Manager

Homeside Financial
Bedminster, USA
02.2022 - 09.2022
  • Secured necessary business and individual licenses to launch new branch office, ensuring compliance.
  • Cultivated client relationships to improve service delivery effectiveness.

Senior Mortgage Loan Officer

PNC Bank
Westfield, USA
03.2021 - 02.2022
  • Assessed client financial profiles to recommend suitable mortgage products.
  • Developed targeted sales strategies to boost loan origination opportunities.
  • Established referral networks with realtors and CPAs for business expansion.

Senior Home Lending Adviser

JPMorgan Chase
Watchung, USA
05.2016 - 03.2021
  • Achieved top production and customer satisfaction at Chase NJ, earning monthly performance awards.
  • Motivated loan personnel to enhance client relationships and maintain exceptional service standards.
  • Tailored lending solutions to address credit challenges, improving client retention rates.
  • Developed comprehensive financial plans by collaborating with cross-functional teams for optimal client outcomes.

Senior Mortgage Loan Officer

PNC Bank
Edison, USA
07.2013 - 05.2016
  • Identified and capitalized on process improvement opportunities within department.
  • Processed complex loan applications for first-time, self-employed, and high-risk borrowers.

Senior Loan Officer

Santander Bank
Piscataway, USA
06.2011 - 07.2013
  • Achieved rank as top producer in NJ, supporting Edison and Piscataway branches with home lending initiatives.
  • Generated new business and mentored bankers for enhanced performance.
  • Processed and closed home equity loans while ensuring data confidentiality and compliance with regulations.
  • Developed marketing campaigns to attract clients, analyzing borrower financials for informed underwriting decisions.

Senior Loan Officer

Summit Mortgage Bankers
Edison, USA
07.2006 - 06.2011
  • Interviewed clients, reviewed financials, and completed loan packages for underwriting, ensuring compliance with FHA/VA
  • Coordinated closings with attorneys, title companies, and clerks while ensuring confidentiality and compliance with privacy laws
  • Built lasting relationships with clients and agents, applying risk strategies and tracking regulations to support loan approval

Education

MBA - Banking and Financial Support Services

New England College
Henniker, NH
06.2012

Bachelor of Arts - English Language and Literature

Soochow University
Taipei, Taiwan
06.1995

Skills

  • Fluent in Chinese and Taiwanese
  • Loan origination and jumbo loans
  • Financial analysis and credit assessment
  • Customer relationship management
  • Negotiation skills
  • Analytical thinking

Skills Interests

  • Fluent in Mandarin and Taiwanese
  • Mortgage Loan Origination
  • Compliance (FHA/VA, BSA/AML)
  • Salesforce CRM
  • Staff Training & Leadership
  • Underwriting Support
  • Client Relationship Management
  • Credit Analysis

Timeline

Senior Mortgage Loan Officer

Loan Factory
09.2022 - Current

Branch Manager

Homeside Financial
02.2022 - 09.2022

Senior Mortgage Loan Officer

PNC Bank
03.2021 - 02.2022

Senior Home Lending Adviser

JPMorgan Chase
05.2016 - 03.2021

Senior Mortgage Loan Officer

PNC Bank
07.2013 - 05.2016

Senior Loan Officer

Santander Bank
06.2011 - 07.2013

Senior Loan Officer

Summit Mortgage Bankers
07.2006 - 06.2011

MBA - Banking and Financial Support Services

New England College

Bachelor of Arts - English Language and Literature

Soochow University

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