Summary
Overview
Work History
Education
Skills
Contacts
Personal Information
Timeline
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Crystal Roberts

Mantua,NJ

Summary

Motivated and dedicated individual with vast in-depth experience of mortgage processing. Proficient in translating data into concrete plans of action to improve customer satisfaction. Excellent communicator with clients and colleagues alike.

Overview

11
11
years of professional experience

Work History

Customer Advocate

Freedom Mortgage
09.2018 - 08.2022
  • Provided exceptional customer service to high-volume customer base, resolving issues, answering inquiries and providing product information.
  • Retained a pipeline of 150 loans while working on updates to all files on a daily basis making sure all documents were in the files and ready to be submitted to underwriting.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.

Sales Associate

Home Depot
02.2017 - 11.2017
  • Greeted customers on sales floor and assisted with customer questions
  • Assessed customer needs and cross sold products to increase sales
  • Responsible for departmental stocking and cleanliness
  • Maintained high levels of customer satisfaction through service.

Mortgage Loan Processor

Capital One Home Loans
05.2015 - 05.2016
  • Maintained a pipeline of 100 plus loans consisting of VA, USDA, FHA and Conventional refinance and purchase loans.
  • Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication
  • Exceeded monthly goals put into place by team leadership.







Loan Doc Specialist

Wells Fargo
10.2011 - 10.2014
  • Managed multiple loan applications simultaneously, prioritizing tasks effectively to ensure timely completions.
  • Developed strong relationships with internal departments, fostering cooperation and collaboration throughout the loan approval process.
  • Provided ongoing support to the sales team, assisting in meeting monthly quota goals through accurate and efficient document preparation.
  • Demonstrated adaptability by effectively managing various types of loans, including conventional, FHA, VA, and USDA loans.

Education

Skills

  • Data Entry
  • Microsoft Office
  • Customer Relationship Management (CRM
  • Inbound Call Management
  • Sales and Upselling
  • Customer Service
  • Problem-solving aptitude
  • Attention to Detail

Contacts

41 Candlewood Dr., Mantua

Personal Information

Title: Mortgage, Lending, and Office Professional

Timeline

Customer Advocate

Freedom Mortgage
09.2018 - 08.2022

Sales Associate

Home Depot
02.2017 - 11.2017

Mortgage Loan Processor

Capital One Home Loans
05.2015 - 05.2016

Loan Doc Specialist

Wells Fargo
10.2011 - 10.2014

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Crystal Roberts