Accomplished Loan Officer dependable in building customer base and exceeding business goals. Well-versed in loans and customer engagement strategies. Pursues opportunities to build connections, increase bank revenue and cement loyalty. Hardworking and passionate job seeker with strong organizational skills. Ready to help team achieve company goals.
Overview
5
5
years of professional experience
Work History
Mortgage Loan Officer
Vip Independent Mortgage
08.2024 - Current
Fielded customer complaints and provided solutions.
Explained different types of loans pertaining to client situations.
Worked with underwriters to fix application problems and resolve issues.
Reviewed loan files and updated to match current standards.
Monitored portfolio performance and provided clients with periodic updates on loan progress.
Participated in industry events and conferences to build relationships and gain market intelligence.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Negotiated loan terms and conditions with clients to maximize profitability.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Developed and implemented marketing campaigns to generate new business opportunities.
Checked loan documents for accuracy prior to closing.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Processed loan applications and monitored progress from start to finish.
Monitored pipelines to track and log status of loans.
Proactively identified solutions for customers experiencing credit issues.
Compiled closing packages for drafting and presentation accuracy.
Developed and maintained relationships with customers, lenders and other third parties.
Explained very technical financial information to applicants in easy to understand language.
Assisted customers with completing loan applications and other paperwork.
Supervised loan personnel and motivated to maintain customer service and performance standards.
Assessed loan portfolios for compliance with underwriting policies.
Mortgage Loan Officer
Fairway Independent Mortgage
02.2024 - 08.2024
Fielded customer complaints and provided solutions.
Explained different types of loans pertaining to client situations.
Worked with underwriters to fix application problems and resolve issues.
Reviewed loan files and updated to match current standards.
Monitored portfolio performance and provided clients with periodic updates on loan progress.
Participated in industry events and conferences to build relationships and gain market intelligence.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Negotiated loan terms and conditions with clients to maximize profitability.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Checked loan documents for accuracy prior to closing.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Processed loan applications and monitored progress from start to finish.
Proactively identified solutions for customers experiencing credit issues.
Developed and maintained relationships with customers, lenders and other third parties.
Explained very technical financial information to applicants in easy to understand language.
Assisted customers with completing loan applications and other paperwork.
Assessed loan portfolios for compliance with underwriting policies.
Mortgage Loan Officer
Pinnacle Lending Group
07.2023 - 02.2024
Fielded customer complaints and provided solutions.
Explained different types of loans pertaining to client situations.
Worked with underwriters to fix application problems and resolve issues.
Reviewed loan files and updated to match current standards.
Monitored portfolio performance and provided clients with periodic updates on loan progress.
Participated in industry events and conferences to build relationships and gain market intelligence.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Negotiated loan terms and conditions with clients to maximize profitability.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Processed loan applications and monitored progress from start to finish.
Proactively identified solutions for customers experiencing credit issues.
Developed and maintained relationships with customers, lenders and other third parties.
Explained very technical financial information to applicants in easy to understand language.
Assisted customers with completing loan applications and other paperwork.
Assessed loan portfolios for compliance with underwriting policies.
Mortgage Loan Officer
Anova Mortgage
10.2022 - 06.2023
Fielded customer complaints and provided solutions.
Explained different types of loans pertaining to client situations.
Worked with underwriters to fix application problems and resolve issues.
Reviewed loan files and updated to match current standards.
Monitored portfolio performance and provided clients with periodic updates on loan progress.
Participated in industry events and conferences to build relationships and gain market intelligence.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Developed and implemented marketing campaigns to generate new business opportunities.
Checked loan documents for accuracy prior to closing.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Processed loan applications and monitored progress from start to finish.
Proactively identified solutions for customers experiencing credit issues.
Developed and maintained relationships with customers, lenders and other third parties.
Assisted customers with completing loan applications and other paperwork.
Data Entry Coordinator
Mann Mortgage
08.2020 - 09.2022
Completed data entry tasks with accuracy and efficiency.
Scanned documents and saved in database to keep records of essential organizational information.
Updated and maintained customer information, documents and records.
Followed data entry protocols, rules and regulations.
Restaurant Busser
Grape Street Cafe
08.2019 - 11.2019
Kept close eye on customers to quickly spot leaving guests and clear tables for future patrons.
Transported dirty utensils, dishes, and trays to kitchen to help team stay on top of cleaning.
Worked well in diverse team settings by partnering with others to complete tasks.
Delivered smooth and timely service to customers by offering additional silverware, extra napkins, and cleaning spills.
Collected trash, wiped up spills, and removed trays to maintain fresh and clean customer areas.
Car Wash Attendant
Pit Stop Gas Station
03.2019 - 07.2019
Received check, cash and credit card payments from customers, gave back balance, and maintained accounts of payments received on daily basis.
Rinsed objects and placed on drying racks or used cloth, squeegees, or air compressors to dry surfaces.
Evaluated vehicles' exterior ahead of car wash service to ascertain and relay all issues to customers.
Provided exceptional customer service by recommending and apprising customers on service options, pricing, and savings opportunities through memberships or promotional information.