Courtney Hoffman
Virginia Beach
Summary
Detail-oriented financial professional transitioning into Human Resources, bringing over a decade of experience in client relations, compliance, training, and documentation. Known for strong interpersonal skills, problem-solving ability in fast-paced environments, and handling sensitive information with confidentiality. Demonstrates skills in referral generation, personalized solutions, and sales strategy. Adept at managing client portfolios and delivering tailored solutions. Track record of exceeding sales targets by leveraging relationships. Skilled in loan origination and developing referral networks, consistently enhancing client retention and satisfaction. Achieved significant growth in loan approvals through effective sales development and marketing expertise.
Overview
12
12
years of professional experience
Work History
Mortgage Loan Officer/ Training Lead
ONE Presidential Mortgage
Virginia Beach
08.2023 - Current
- Cultivate and sustain client relationships, driving repeat business and referrals.
- Implement strategies to enhance client satisfaction, resulting in increased referrals.
- Manage client portfolios, ensuring timely and efficient loan processing.
- Analyze client financials to recommend suitable mortgage products and terms to meet needs and financial goals.
- Deliver personalized mortgage solutions, boosting client retention and satisfaction.
- Enhance client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Collaborate with underwriting and processing teams to resolve issues and expedite loan approvals.
- Assist clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Research industry knowledge on changing legislation and regulations.
- Develop and maintain relationships with customers, lenders and other third parties.
- Interviewing job candidates
- Recruiting
- Onboarding and Training employees
- Team management
Mortgage Loan Officer
Advance Financial Group DBA TowneBank
Virginia Beach
07.2017 - 08.2023
- Participated in industry events and conferences to build relationships and gain market intelligence.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
- Developed and implemented marketing campaigns to generate new business opportunities.
- Customized marketing materials aimed at attracting potential mortgage applicants within specific target markets.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Mortgage Loan Consultant
Monarch Bank and Mortgage
Virginia Beach
05.2013 - 07.2017
- Consistently exceeded monthly sales targets by effectively managing a pipeline of mortgage applications and maintaining strong client relationships.
- Enhanced loan approval rates by diligently pre-qualifying mortgage applicants and accurately assessing their financial capabilities.
- Conducted comprehensive market research to identify new business opportunities, resulting in increased sales leads and revenue growth.
- Maintained thorough knowledge of industry regulations, ensuring strict compliance during every stage of the mortgage application process.
- Streamlined the mortgage application process for clients by providing clear guidance on required documentation and submission procedures.
- Reduced processing time for mortgage applications by implementing efficient document organization strategies and proactively addressing potential issues.
- Mentored junior consultants on proper documentation procedures for faster loan processing times and higher customer satisfaction ratings.
- Worked with underwriters to fix application problems and resolve issues.
Education
Degree in Progress - Human Resource Management
Regent University
Virginia BeachSkills
- Marketing expertise
- Employee relations
- Managing client records and confidentiality
- Interviewing job candidates
- Onboarding
- Prioritizing administrative tasks
- HR policies and procedures
- Applicant tracking systems
- Employee training and development
- Conflict resolution
- Labor Laws (basic knowledge)
- Adaptability to regulations
Locations
- Virginia Beach, VA, 23451
- Alexandria, VA, 22314
Additional Information - References
Available upon request
Timeline
Mortgage Loan Officer/ Training Lead
ONE Presidential Mortgage
08.2023 - Current
Mortgage Loan Officer
Advance Financial Group DBA TowneBank
07.2017 - 08.2023
Mortgage Loan Consultant
Monarch Bank and Mortgage
05.2013 - 07.2017
Degree in Progress - Human Resource Management
Regent University
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