Summary
Overview
Work History
Education
Skills
Interests
Timeline
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Craig Smith

Summary

Accomplished Loan Officer with proven track record of closing over $100 million in funded loan volume. Adept in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase revenue and cement loyalty.

Overview

4
4
years of professional experience

Work History

Mortgage Loan Officer

Mortgage Solutions Financial
08.2021 - Current
  • Customer Acquisition - Originated new and repeat business from referral partners, prospected new clients, and maintained existing accounts.
  • Business Development - Developed and maintained relationships with customers, realtors, and other third parties.
  • Solution Selling - Negotiated loan terms and conditions with customers to secure best win-win deals.
  • Contract Negotiations - Negotiated with multiple stakeholders to ensure optimal outcomes and successful closings.
  • Problem Solving - Proactively identified solutions for complex credit and contractual crisis to ensure successful outcomes.

Mortgage Loan Officer

Colten Mortgage
07.2020 - 07.2021
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Worked with underwriters to fix application problems and resolve issues.
  • Explained different types of loans pertaining to client situations.
  • Fielded customer complaints and provided solutions.
  • 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.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.

Education

Bachelor of Arts - Anthropology

University of California, Santa Barbara
Santa Barbara, CA
03-2015

Skills

  • Relationship selling
  • Financial analysis
  • Negotiation tactics
  • Strategic Partnerships
  • Sales development
  • Product Knowledge

Interests

Waking up in new places, scuba diving in coral reefs, trekking with my dogs, watching a good scary movie, and space!

Timeline

Mortgage Loan Officer

Mortgage Solutions Financial
08.2021 - Current

Mortgage Loan Officer

Colten Mortgage
07.2020 - 07.2021

Bachelor of Arts - Anthropology

University of California, Santa Barbara
Craig Smith