Darlene Ortiz
Central Point,OR
Overview
16
16
years of professional experience
Work History
Home Loan Officer
Guild Mortgage
Medford
06.2017 - 04.2024
- Develop relationships with new and current clients
- Evaluate credit and financial histories
- Determine the best loan products for customer needs
- Process and submit loan applications and documentation
- Advice clients on loan status and help with Underwriting conditions
- Maintain and update client account records
- Develop and maintain relationships with local realtors and business affiliates.
Home Loan Officer
Umpqua Bank
Medford
05.2014 - 06.2017
- Develop relationships with new and current clients
- Evaluate credit and financial histories
- Determine the best loan products for customer needs
- Process and submit loan applications and documentation
- Advice clients on loan status
- Maintain and update client account records
- Develop and maintain relationships with local realtors and business affiliates.
Home Loan Officer
Wells Fargo Bank
Medford
02.2008 - 05.2014
- Provide financial advice and guidance to clients
- Cross sell bank services and products
- Open new bank accounts
- Assist clients with opening Home Equity lines of credit
- Maintain customer accounts and help resolve disputes
- Meet monthly new account production goals.
Timeline
Home Loan Officer
Guild Mortgage
06.2017 - 04.2024
Home Loan Officer
Umpqua Bank
05.2014 - 06.2017
Home Loan Officer
Wells Fargo Bank
02.2008 - 05.2014