Danielle Fitzpatrick
McHenry,IL
Summary
Committed mortgage industry job seeker with a history of meeting company expectations with consistent and organized practices; Funding $420mm in 2021 alone. Skilled in working under intense pressure and adapting to new situations and challenges flawlessly to best suit client and company needs.
Overview
11
11
years of professional experience
Work History
Client Manager
Plexus Groupe
Deer Park, IL
03.2023 - Current
- Managed client accounts, including conducting regular reviews and providing strategic advice.
- Resolved customer complaints in a timely manner through effective communication techniques.
- Developed strategies for increasing customer loyalty by understanding their expectations and preferences.
- Conducted research into competitive markets to stay up-to-date on industry trends and developments.
- Evaluated effectiveness of current processes related to customer service and suggested improvements where necessary.
- Developed long-term rapport with clients to cultivate loyalty.
Senior Closing Coordinator
Guaranteed Rate, Inc
Chicago, IL
10.2012 - 01.2023
- Funded $420mm in 2021
- Reviewed supporting borrower documentation and submitting to Underwriting
- Reviewed and familiarized lender and investor requirements
- Answered questions and advised customers regarding loans and transactions.
- Prepared final settlement statements for buyers, sellers, and lenders.
- Researched discrepancies between lender's requirements and actual documentation received from borrowers.
- Assembled and compiled title abstracts, insurance forms, loan documents and tax receipts.
Education
Photography, Art History
McHenry County College
McHenry, IL01.2008
Skills
- Encompass
- Outlook
- Adobe
- Microsoft Office
- Excel
- DocuSign
- Foxit
- Appoint Scheduling
- Problem Solving
- Customer Service
- Multi tasking
- Staff Training and Development
Timeline
Client Manager
Plexus Groupe
03.2023 - Current
Senior Closing Coordinator
Guaranteed Rate, Inc
10.2012 - 01.2023
Photography, Art History
McHenry County College
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