Daniel Tepel
Henderson,NV
Summary
Experienced loan officer with a proven track record in mortgage and home lending product sales. Builds strong relationships with clients and provides exceptional service throughout the sales process. Effectively communicates complex financial information to ensure clients' understanding and confidence in their financial decisions. Committed to delivering results and exceeding sales targets while maintaining the highest level of professionalism and integrity.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Loan Officer
Valley West Mortgage
09.2024 - Current
- Work inbound leads
- Counsel borrowers on the lending process
- Take applications
- Gather necessary documents
- Guide borrowers through underwriting
- Counsel borrowers with challenged credit
Driver
Uber
06.2022 - 09.2024
- Delivered goods and products to customer on time and in excellent condition.
- Followed all relevant traffic laws and safety regulations.
- Maintained professional and friendly demeanor during deliveries to uphold company reputation.
- Improved customer satisfaction by maintaining punctuality and adhering to strict delivery schedules.
Loan Officer
Everett Financial Inc.
01.2023 - 04.2023
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Submitted loan applications to underwriter for verification and recommendations.
Loan Officer
Mission Loans
07.2022 - 01.2023
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues during the lending process.
- Submitted loan applications to underwriter for verification and recommendations.
- Developed strong relationships with customers through high levels of customer service.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
Loan Officer
Low VA Rates
10.2019 - 06.2022
- Take inbound leads and turn them into customers
- Counsel borrowers on different loan products
- Take applications
- Evaluate credit and income
- Gather necessary documents
- Guide borrower through the underwriting process
Loan Officer
Pennymac
10.2018 - 08.2019
- Counseled borrowers on different loan programs
- Established and maintained relationships with borrowers
- Took Applications
- Evaluate credit and income
- Gather income/asset docs
- Guide borrowers through the underwriting process
Loan Officer
BOFI
01.2018 - 10.2018
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
Loan Officer
Caliber Home Loans
01.2017 - 02.2018
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
Loan Officer
Carrington Mortgage
10.2014 - 01.2017
- Took Applications
- Evaluate credit and income
- Gather income/asset docs
- Guide borrowers through the underwriting process
Education
Bachelor of Science - Psychology
California State University Northridge
Northridge, CA01-1999
Skills
- Encompass
- Velocify
- Optimal blue
- Word
- Relationship building and management
- Database management
- Credit analysis
- Customer service-focused
Certification
NV,FL,MD,TX,MS,NC
NMLS 856878
QUALIFICATIONS:
- 10 years of sales and customer service experience
- Extremely motivated and eager to learn.
- Excellent interpersonal and communication skills.
- Team player with the ability to motivate and work effectively with others.
- Ability to work in a fast-paced environment and adapt to constant changes.
Timeline
Loan Officer
Valley West Mortgage
09.2024 - Current
Loan Officer
Everett Financial Inc.
01.2023 - 04.2023
Loan Officer
Mission Loans
07.2022 - 01.2023
Driver
Uber
06.2022 - 09.2024
Loan Officer
Low VA Rates
10.2019 - 06.2022
Loan Officer
Pennymac
10.2018 - 08.2019
Loan Officer
BOFI
01.2018 - 10.2018
Loan Officer
Caliber Home Loans
01.2017 - 02.2018
Loan Officer
Carrington Mortgage
10.2014 - 01.2017
Bachelor of Science - Psychology
California State University Northridge
Similar Profiles
Kimberly FrancisKimberly Francis
Sr. Loan Processor at Valley West MortgageSr. Loan Processor at Valley West Mortgage
Denise StelljesDenise Stelljes
Talent Acquisition Recruiter at Mortgage Recruiter 4 LifeTalent Acquisition Recruiter at Mortgage Recruiter 4 Life
Yvette LefortYvette Lefort
Referral and Resource Specialist at West End Family Counseling Services West Valley SartReferral and Resource Specialist at West End Family Counseling Services West Valley Sart
Zinnia TaylorZinnia Taylor
Software Development Intern at TechHive SolutionsSoftware Development Intern at TechHive Solutions
Katherine FloresKatherine Flores
Life Insurance Advisor at American Income Life Insurance CompanyLife Insurance Advisor at American Income Life Insurance Company