David Peterson
Nampa,ID
Summary
Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loan products and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty.
Overview
8
8
years of professional experience
Work History
Licensed Mortgage Broker
Barrett Financial Group
01.2023 - Current
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Worked with underwriters to fix application problems and resolve issues.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Checked loan documents for accuracy prior to closing.
- Explained different types of loans pertaining to client situations.
- Developed and implemented marketing campaigns to generate new business opportunities.
- Fielded customer complaints and provided solutions.
Licensed Mortgage Broker
Canopy Mortgage
01.2022 - 12.2022
- Explained entire mortgage loan process to borrower.
- Evaluated borrower financial information, pay stubs and credit history to determine loan possibility.
- Assessed clients' financial data to determine loan suitability.
- Collaborated with different lenders to find best possible deal for homebuyers.
- Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
- Established strong relationships with borrowers, which helped to forge new business opportunities.
Licensed Mortgage Broker
Geneva Financial LLC
06.2015 - 12.2021
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Worked with underwriters to fix application problems and resolve issues.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Checked loan documents for accuracy prior to closing.
- Explained different types of loans pertaining to client situations.
- Developed and maintained relationships with customers, lenders and other third parties.
- Processed loan applications and monitored progress from start to finish.
Education
High School Diploma -
Modesto High School
Modesto, CA06.1991
Skills
- Calculate Payments
- Mortgage Loan Origination
- Desktop Underwriting Expertise
- Networking and Partnership Development
Languages
Spanish
Professional Working
Timeline
Licensed Mortgage Broker
Barrett Financial Group
01.2023 - Current
Licensed Mortgage Broker
Canopy Mortgage
01.2022 - 12.2022
Licensed Mortgage Broker
Geneva Financial LLC
06.2015 - 12.2021
High School Diploma -
Modesto High School