Diego Balza
West Valley City,UT
Summary
Results-driven Loan Officer with a strong track record in loan origination and client relationship management at banking. Bilingual capabilities enhanced customer satisfaction and contributed to a significant increase in client base, achieving a high closing rate through effective communication. Proficient in financial analysis and dedicated to compliance, ensuring efficient loan processing.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Loan Officer
Mountain America
West Valley, UT
12.2023 - 04.2025
- Originated, processed, and closed residential loans by assessing client needs and financial situations.
- Built strong relationships with clients, guiding them through loan applications, approvals, and closing procedures.
- Managed a pipeline of leads, achieving a high closing rate through effective follow-up and relationship-building.
- Utilized bilingual skills to serve Spanish-speaking clients, expanding the customer base and improving communication.
- Ensured compliance with regulatory requirements, including the Truth in Lending Act (TILA) and Real Estate Settlement Procedures Act (RESPA).
Loan Officer
Jordan Credit Union
Sandy, UT
07.2023 - 12.2023
- Prioritized clients and helped them navigate the complexities of loan applications and approvals.
- Maintained a high rate of closed loans by fostering strong relationships with customers and maintaining consistent follow-up.
- Worked closely with cross-functional teams to resolve any issues during the loan processing phase and ensured timely closings.
- Enhanced client satisfaction and expanded the customer base through effective communication and bilingual services.
Education
High School Diploma -
Cottonwood Highschool
Salt Lake City, UT05-2023
Skills
- Customer relationship management
- Strong communication and negotiation skills
- Loan products and automotive sales enhancing customer service experience
- Loan origination and processing
- Lead generation and closing
- Bilingual: Fluent in English and Spanish
- Financial analysis and credit assessment
- Time management and multitasking
- Knowledge of mortgage and financial products
- Proficient in Loan software
- Proficient in CRM tools
- Proficient in Microsoft Office
- Loan origination
- Financial analysis
- Client assessment
- Bilingual communication
- Pipeline management
- Cross-functional collaboration
- Effective communication
- Attention to detail
- Time management
- Exceptional leadership skills
- Youth leadership development
- Creative team leadership
- Adaptive leadership
Certification
NMLS License
Languages
Fluent in English and Spanish (both written and verbal)
Timeline
Loan Officer
Mountain America
12.2023 - 04.2025
Loan Officer
Jordan Credit Union
07.2023 - 12.2023
High School Diploma -
Cottonwood Highschool