Organized and dependable; successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Pursues opportunities to build connections. Well-versed in financial literacy and evaluating risk factors.
Overview
6
6
years of professional experience
Work History
Licensed Mortgage Loan Originator
Rosegate Mortgage, LLC.
2023.02 - Current
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Presented multiple options to clients with amortization tables, closing cost sheets, and potential savings on specific programs.
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.
Participated in industry events and conferences to build relationships and gain market intelligence.
Calculated debt to income ratios to stay within product guidelines.
Loan Partner
Cross Country Mortgage, LLC.
2021.04 - 2023.02
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Communicated with clients, processing teams and other third parties to achieve quick and prompt loan closings.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates to clients, realtors, and the loan officer I worked for.
Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
Assistant Superintendent
Birkdale
2018.02 - 2021.04
Assisted in scheduling jobs and projects.
Supervised staff by checking work against project expectations.
Maintained safety onsite and upheld all OSHA regulations as well as documenting.
Reviewed plans and inspected ongoing work to keep work in line with project goals.
Education
Finance
University of North Carolina At Charlotte
Charlotte, NC
Associate of Science -
Mitchell Community College
Statesville, NC
MLO License
Skills
Active Listening and Learning
Regulatory Compliance
Financial Analysis
Customer Relations
Risk Evaluation
Analytical and Critical Thinking
Networking and Partnership Development
Decision-Making
Team Oriented
Timeline
Licensed Mortgage Loan Originator
Rosegate Mortgage, LLC.
2023.02 - Current
Loan Partner
Cross Country Mortgage, LLC.
2021.04 - 2023.02
Assistant Superintendent
Birkdale
2018.02 - 2021.04
Finance
University of North Carolina At Charlotte
Associate of Science -
Mitchell Community College
MLO License
Similar Profiles
Samantha DarlandSamantha Darland
Maintenance Technician at Rosegate Commons ASCMaintenance Technician at Rosegate Commons ASC
Senior Loan Processor II (Remote) at Lennar Mortgage,LLC Fka Eagle Home MortgageSenior Loan Processor II (Remote) at Lennar Mortgage,LLC Fka Eagle Home Mortgage