Summary
Overview
Work History
Education
Skills
Awards
Personal Information
Timeline
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Craig P. Winawer

Lake Worth,USA

Summary

Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Top producer as a loan officer and proven management skills as a Team Leader.

Overview

28
28
years of professional experience

Work History

Loan officer & Team Lead

Finance of America & AAG
04.2014 - Current
  • Guide prospects & borrowers through the reverse mortgage process from education to completion in a retail call center environment
  • Organize & facilitate loan origination including qualification, document gathering, application, processing & closing
  • Managed retail loan origination team for several years.
  • Guided, trained, and supported 10 loan officers to help them maximize their opportunity conversions and increase sales & revenue
  • Facilitated advancement of loan officers to leadership roles through effective development.

Loan Officer

Senior Lending, Guardian & AMB
11.2008 - 04.2014
  • Fielded & followed up on calls from prospects
  • Educated borrowers on our reverse mortgage programs & worked hand in hand with them throughout the origination process
  • Qualified & checked borrower eligibility, prepared disclosure & application documents and reviewed & executed them with borrowers
  • Managed the operations process and interfaced with the borrower to keep them informed and provide a high level of customer service & trust
  • Trained new & existing Loan Officers L’s for the SAFE exam and in reverse mortgage sales

Owner - Mortgage Brokerage

Choice Mortgage Corporation
12.1996 - 10.2008
  • Owned & operated a successful NYS licensed mortgage brokerage
  • We specialized in a high level of customer service resulting in a strong referral business from Financial Planners, CPAs, attorneys, and real estate professionals
  • Grew the business from 2 to 20 employees

Education

Bachelors Degree - Psychology, Judaic Studies, business

Boston University
Boston, Massachusetts
05.1985

Skills

  • Team Leader
  • Guidelines & Operation processes
  • Loan origination
  • Regulatory compliance
  • Documentation review
  • Sales expertise
  • Relationship building and management
  • Database management

Awards

Received recognition & numerous awards from employers for production & contributions to the company

Personal Information

Title: Reverse Mortgage Loan Officer

Timeline

Loan officer & Team Lead

Finance of America & AAG
04.2014 - Current

Loan Officer

Senior Lending, Guardian & AMB
11.2008 - 04.2014

Owner - Mortgage Brokerage

Choice Mortgage Corporation
12.1996 - 10.2008

Bachelors Degree - Psychology, Judaic Studies, business

Boston University

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Craig P. Winawer