Denise Winkel
Macomb,MI
Summary
Experienced Senior Loan Officer Assistant with a demonstrated history of optimizing loan processing and improving customer satisfaction through outstanding service and relationship management. Proficient in mortgage origination compliance and regulations, with strong communication skills. Plays a key role in driving business growth by developing a robust referral network. Notably increased client retention, showcasing a goal-driven approach and effective team leadership.
Overview
13
13
years of professional experience
Work History
Sr. Loan Officer Assistant
Fifth Third Bank
02.2023 - Current
- Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
- Cultivated referral network with real estate agents, builders, and other professionals to generate new business leads.
- Streamlined internal processes for increased productivity by implementing time-saving tools and best practices within the team.
- Maintained strict compliance with industry regulations, ensuring accuracy in disclosures and adherence to lending guidelines.
- Examined customer loan applications for loan approvals and denials.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Expedited project completion times due to the ability to multitask effectively under tight deadlines.
Sr. Loan Officer Assistant / Personal Production
Huntington National Bank
05.2012 - 02.2023
- Developed strong relationships with borrowers, resulting in high levels of customer satisfaction and repeat business.
- Cultivated referral network with real estate agents, builders, and other professionals to generate new business leads.
- Successfully managed high-volume pipeline of loans, consistently meeting or exceeding monthly sales targets.
- Streamlined internal processes for increased productivity by implementing time-saving tools and best practices within the team.
- Provided exceptional customer service during loan origination, addressing client concerns and ensuring a smooth process from start to finish.
- Maintained strict compliance with industry regulations, ensuring accuracy in disclosures and adherence to lending guidelines.
- Established a reputation as an expert in various loan programs, becoming a trusted resource for colleagues and clients alike.
Education
Rochester High School
Rochester, MIMacomb Community College
Warren, MISkills
- Time management efficiency
- Goal-oriented mindset
- Team collaboration
- Verbal and written communication
- Decision-making confidence
- Conflict resolution
- Cross-selling
- Analytical thinking
- Document preparation
- Team leadership experience
- Strategic business development
- Team player
- Customer service-focused
Timeline
Sr. Loan Officer Assistant
Fifth Third Bank
02.2023 - Current
Sr. Loan Officer Assistant / Personal Production
Huntington National Bank
05.2012 - 02.2023
Rochester High School
Macomb Community College
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