Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Cory Haslam

Sandy,UT

Summary

Results-driven Mortgage Consultant with extensive expertise in mortgage products and lending standards, adept at navigating the home loan process. Demonstrates strong analytical skills for evaluating complex financial data and delivering tailored mortgage solutions. Proven track record in fostering client relationships and enhancing customer satisfaction, contributing to overall team success. Excels in multitasking while maintaining a commitment to exceptional client service.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Mortgage Consultant

Barrett Financial
Salt Lake City, UT
01.2022 - Current
  • Consulted with clients to assess their mortgage financing needs by conducting financial reviews and product comparisons, leading to higher satisfaction.
  • Maintained compliance with lending regulations by staying current on policies and completing training.
  • Collaborated with underwriters and processors to ensure accurate, timely closings.
  • Built referral networks through relationship-building and consistent partner communication.

Operations Manager

Avodah Naturals
Salt Lake City, UT
01.2022 - 12.2024
  • Led daily operations and logistics through structured workflows, ensuring timely product delivery.
  • Developed SOPs to improve consistency and efficiency.
  • Guided cross-functional teams in product development, ensuring timelines and quality.

Mortgage Consultant

Veritas Funding
Salt Lake City, UT
01.2019 - 12.2022
  • Delivered tailored mortgage solutions through in-depth client financial analysis.
  • Managed full loan origination cycle while maintaining regulatory compliance.
  • Expanded client network via strategic outreach and top-tier service.
  • Resolved credit challenges, helping clients achieve homeownership.
  • Created marketing campaigns, increasing engagement and lead volume.

Financial Advisor & Mortgage Consultant

Vintage Lending
Holladay, UT
01.2018 - 12.2019
  • Advised clients on loan programs aligned with their financial goals.
  • Performed financial and credit analyses to improve approval accuracy.
  • Implemented marketing strategies that boosted client acquisition and conversions.

Senior Loan Officer | VP of Mortgage Lending

Axiom Financial/Guaranteed Rate
01.2014 - 12.2018
  • Provided expert mortgage consultation tailored to individual profiles.
  • Oversaw loan processing including rate locks and disclosures in full compliance.
  • Strengthened client loyalty through personal service and follow-up.
  • Launched marketing initiatives that drove qualified lead growth.

Senior Loan Officer

Colonial First Lending Group
Cottonwood Heights, UT
01.2012 - 12.2014
  • Mentored loan officers, boosting productivity and performance.
  • Conducted weekly sales meetings, increasing output by 38% in 6 months.
  • Specialized in commercial and residential lending tailored to client needs.

Education

Business & Political Science Studies

University of Utah
Salt Lake City, UT

Skills

  • Client relationship building
  • Sales forecasting
  • Marketing campaign development
  • Team leadership
  • Communication
  • Problem solving
  • B2B sales and business development
  • Strategic account management
  • Sales forecasting and pipeline management
  • Contract negotiation and closing
  • Lead generation and prospecting
  • Team leadership and training
  • CRM and sales reporting tools (Salesforce, ClickUp)
  • Cross-functional team collaboration
  • Operational strategy
  • Excellent communication and interpersonal skills
  • Training and mentoring
  • Licensed mortgage loan originator

Certification

Mortgage Loan Originator, 6439309-NMLO, 271909, 12/25

References

References available upon request.

Timeline

Mortgage Consultant

Barrett Financial
01.2022 - Current

Operations Manager

Avodah Naturals
01.2022 - 12.2024

Mortgage Consultant

Veritas Funding
01.2019 - 12.2022

Financial Advisor & Mortgage Consultant

Vintage Lending
01.2018 - 12.2019

Senior Loan Officer | VP of Mortgage Lending

Axiom Financial/Guaranteed Rate
01.2014 - 12.2018

Senior Loan Officer

Colonial First Lending Group
01.2012 - 12.2014

Business & Political Science Studies

University of Utah

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