David Ferrell
Palm Harbor,FL
Summary
Accomplished Mortgage Loan Originator and Project Coordinator with a proven track record. Maintained enhanced loan approval rates and client satisfaction through expert pipeline management and customer service. Skilled in financial history analysis and fostering team collaboration, significantly contributing to branch sales targets and project success. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
Work History
Mortgage Loan Originator
CalCon Mutual Mortgage LLC
01.2024 - Current
- Worked with underwriters to fix application problems and resolve issues.
- Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
- Analyzed applicant financial data to determine eligibility for various loan products, tailoring recommendations based on individual needs.
- Maintained up-to-date knowledge of industry regulations, changes, and trends to provide accurate advice to clients.
- Conducted regular follow-ups with clients post-closing to ensure satisfaction and identify potential referrals.
Mortgage Loan Originator
Contour Mortgage Corporation
09.2019 - 01.2024
- Worked with underwriters to fix application problems and resolve issues.
- Collaborated with underwriters, processors, and other team members to resolve issues, ensuring smooth transactions for all parties involved.
- Increased loan application approvals by efficiently processing and reviewing documents for accuracy and compliance.
- Contributed towards achieving branch sales targets through consistent performance in meeting personal goals as well as supporting team members when needed.
- Managed a pipeline of mortgage applications, prioritizing tasks to ensure timely closings and meet clients'' needs.
Project Coordinator
Superior Design And Restoration
05.2019 - 09.2019
- Kept projects on schedule by managing deadlines and adjusting workflows.
- Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
- Enhanced team collaboration through regular meetings, fostering a positive work environment for increased productivity.
- Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
Education
Associate of Science - Culinary Arts And Restuarant Management
Pennsylvania Culinary Institute
Pittsburgh, PASkills
- Client Account Management
- Customer service-focused
- Pipeline Management
- Residential mortgage lending regulations
- Document Preparation and Review
- Relationship selling
- Automated Underwriting System (AUS)
- Microsoft Office
- Credit History Review
- Financial History Analysis
- Economics Understanding
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Mortgage Loan Originator
CalCon Mutual Mortgage LLC
01.2024 - Current
Mortgage Loan Originator
Contour Mortgage Corporation
09.2019 - 01.2024
Project Coordinator
Superior Design And Restoration
05.2019 - 09.2019
Associate of Science - Culinary Arts And Restuarant Management
Pennsylvania Culinary Institute
Accomplishments
- Supervised team of 6 staff members.
- Achieved President's Club by ending the year in the top 5% of company sales.
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