Dan Reid
Gardiner,NY
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. Develops strong customer relationships by providing excellent service.
Overview
21
21
years of professional experience
Work History
Loan Originator
PrimeLending
08.2013 - Current
- Worked closely with processors and underwriters to expedite the approval of loans.
- Negotiated favorable terms and conditions for clients, ensuring the best possible mortgage options.
- Conducted thorough borrower assessments to determine appropriate loan products based on individual needs and qualifications.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Attended networking events with real estate professionals, resulting in increased referral business.
- Provided exceptional customer service throughout the entire loan process.
- Interviewed applicants to assess loan requirements before suggesting offers.
Sales Manager
Wells Fargo
01.2003 - 08.2013
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Managed 4 loan officers and support staff while personally ranking in the top 1%
- Led a successful sales team by providing motivational coaching and performance-based incentives.
Skills
Renovation loan specialist
Broker out loan specialist
Timeline
Loan Originator
PrimeLending
08.2013 - Current
Sales Manager
Wells Fargo
01.2003 - 08.2013