Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Licensed Mortgage Loan Originator
Hamilton Home Mortgage
Doral, FL
11.2022 - Current
Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
Fielded customer complaints and provided solutions.
Worked with underwriters to fix application problems and resolve issues.
Implemented sales strategies that established relationships with realtors and CPAs.
Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
Monitored pipelines to track and log status of loans.
Explained very technical financial information to applicants in easy to understand language.
Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Licensed Mortgage Loan Originator
Homespire Mortgage
03.2020 - 11.2022
Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
Worked with underwriters to fix application problems and resolve issues.
Fielded customer complaints and provided solutions.
Implemented sales strategies that established relationships with realtors and CPAs.
Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
Monitored pipelines to track and log status of loans.
Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Developed prospects for new loans by conducting 150 cold calls weekly.
Licensed Mortgage Loan Originator
Planet Home Lending
06.2019 - 03.2020
Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
Fielded customer complaints and provided solutions.
Implemented sales strategies that established relationships with realtors and CPAs.
Worked with underwriters to fix application problems and resolve issues.
Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Monitored pipelines to track and log status of loans.
Business Banking Relationship Manager
Insight Credit Union
01.2016 - 06.2019
Met with customers to assess needs and propose customized solutions.
Provided leadership and direction to grow team portfolio and increase revenue.
Delivered exceptional experience and maintained productive relationships with area small businesses.
Structured and finalized secured and unsecured loans.
Developed and implemented marketing and business plans.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Business Banking Relationship Manager
SunTrust Banks Inc
09.2001 - 01.2016
Met with customers to assess needs and propose customized solutions.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Increased new bank relationships within local community through execution of quarterly promotions.
Developed and implemented marketing and business plans.
Delivered exceptional experience and maintained productive relationships with area small businesses.
Education
Diploma - Hospitality Administration And Management
Southeastern Academy
Orlando, FL
03.1992
Skills
Application Reviews
Mortgages and Loans
Referral Network Development
Processing Loan Applications
Analytical and Critical Thinking
Networking and Partnership Development
Oral and Written Comprehension
Operational Efficiency
Active Listening and Learning
Organizational Talent
Organizational Strengths
Complaint Handling
Credit History Review
Creditworthiness Determination
Certification
Licensed Mortgage Loan Originator for NC and FL - Active certification thru 2023
Languages
Spanish
Professional Working
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Licensed Mortgage Loan Originator
Hamilton Home Mortgage
11.2022 - Current
Licensed Mortgage Loan Originator
Homespire Mortgage
03.2020 - 11.2022
Licensed Mortgage Loan Originator
Planet Home Lending
06.2019 - 03.2020
Business Banking Relationship Manager
Insight Credit Union
01.2016 - 06.2019
Business Banking Relationship Manager
SunTrust Banks Inc
09.2001 - 01.2016
Diploma - Hospitality Administration And Management
Southeastern Academy
Licensed Mortgage Loan Originator for NC and FL - Active certification thru 2023
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