Dominic Mestakides
Ladera,CA
Summary
Confident Licensed Banker professionally handling any Issues and immediate servicing needs while building immediate rapport to provide a positive customer experience . Skilled in leveraging resources to adhere to policies and accurately inform customers on benefits and features of product needs and potential partner referrals.
Overview
5
5
years of professional experience
4
4
Certification
Work History
Licensed Relationship Banker
Wells Fargo
Lake Forest, CA
11.2021 - Current
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Built strong rapport with new and existing clients to better serve financial needs and provide a positive customer experience.
- Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
- Followed operational standards, promoting security, risk management and compliance.
- Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
- Advised customers on bank products, services and financial planning options.
- Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
- Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
Mortgage Loan Officer
Activus Home Loans
Irvine, CA
06.2020 - 05.2021
- Performed daily maintenance of loan applicant database.
- Determined appropriate rate locks, issuance of disclosures, overage and underage waivers and fee waivers.
- Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
- Outbound/inbound sales calls
Mortgage Loan Officer
loan depot
Foothill Ranch, CA
06.2019 - 04.2020
- Complied applications and paperwork and double-checked for accuracy.
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
- Improved profit margins by streamlining operations and workflow.
- Performed daily maintenance of loan applicant database.
- Submitted applications to credit analysts.
- Outbound sales calls/inbound sales calls met quotas
Skills
- Relationship Building
- Multitasking
- Rapport building
- Negotiating
- Market research and analysis
- Credit check knowledge
- Certified Mortgage Loan Originator
- Customer service-focused
- Risk Management
- Marketing and Sales
Certification
- Licensed MLO #1915135
- Licensed Realtor #02074174
- Life Insurance License #4279121
- Series 6/63/SIE CRD #689886
- Notary Public
Timeline
Licensed Relationship Banker
Wells Fargo
11.2021 - Current
Mortgage Loan Officer
Activus Home Loans
06.2020 - 05.2021
Mortgage Loan Officer
loan depot
06.2019 - 04.2020