Clinton Crier
Petaluma,CA
Summary
Proven Mortgage Loan Consultant with a track record of enhancing client retention rates at NewRez through exceptional service and strong relationship-building. Skilled in consumer lending and real estate market awareness, consistently exceeding sales goals by leveraging computer software proficiency. Demonstrates a commitment to educating clients and improving loan processes, achieving high customer satisfaction.
Overview
14
14
years of professional experience
Work History
Mortgage Loan Consultant
NewRez
04.2023 - Current
- Increased client retention rates by offering exceptional service and fostering strong relationships.
- Assisted clients in securing loans by providing personalized guidance and identifying suitable products.
- Exceeded sales goals through proactive networking and lead generation initiatives.
- Interviewed prospective customers to discuss financial goals and means surrounding mortgage loans.
Senior Mortgage Loan Officer
JP Morgan Chase
02.2012 - 03.2023
- 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.
- 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.
Mortgage Consultant
Oak Leaf Funding
03.2010 - 01.2012
- Coordinated with other departments, such as processing and closing teams, to streamline workflow and increase overall efficiency.
- Educated first-time homebuyers on the mortgage process, guiding them through each step from pre-approval to closing.
- Continuously updated knowledge of market trends and lending guidelines, staying ahead in the competitive mortgage industry.
- Prepared comprehensive reports for senior management detailing loan performance metrics and recommending areas for improvement.
Education
Bachelor of Arts - Rhetoric And Communication
University of California - Davis
Davis, CA06.1993
Skills
- Debt Settlement
- Computer Software Proficiency
- Consumer Lending
- Real Estate Market Awareness
- Debt-to-Income Analysis
Family, Travel, Golf
My wife, Kathy and I have been married for 16 years. Our son, Gavin is 15, starts his sophomore year in high school this year and does Crew. Our daughter, Madison is going into 7th grade and plays basketball. We love to travel the world, and spend time together. I love to play golf. Kathy is our rock and keeps everything working in a very busy household. We couldn't do it without her.
Additional Information
I've been in the mortgage business for over 30 years. I love what I do and look to continue doing it with a firm looking for a hard working employee, dedicated to educating and helping people buy and refinancing their dream homes.
Timeline
Mortgage Loan Consultant
NewRez
04.2023 - Current
Senior Mortgage Loan Officer
JP Morgan Chase
02.2012 - 03.2023
Mortgage Consultant
Oak Leaf Funding
03.2010 - 01.2012
Bachelor of Arts - Rhetoric And Communication
University of California - Davis
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