Donald Casey
San Diego,CA
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
10
10
years of professional experience
Work History
Senior Mortgage Loan Originator
US Bank Home Mortgage
01.2021 - 07.2023
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- Fielded customer complaints and provided solutions.
- Reviewed loan files and updated to match current standards.
- 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.
Senior Home Mortgage Consultant
Chase Bank
04.2017 - 01.2021
- Developed and maintained relationships with customers, lenders and other third parties.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Processed loan applications and monitored progress from start to finish.
- Assisted customers with completing loan applications and other paperwork.
- Monitored pipelines to track and log status of loans.
Senior Home Lending Advisor
Wells Fargo
01.2013 - 03.2016
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Maintained strict confidentiality of bank records and client information.
- Collaborated with other departments to promptly process loan applications.
Education
Bachelor of Science - Business Management
Concordia University Irvine
Irvine, CA06.1989
Skills
- Analytical and Critical Thinking
- Improvement Plans
- Credits Understanding
- Financial Advisement
- Community Reinvestment Act
Timeline
Senior Mortgage Loan Originator
US Bank Home Mortgage
01.2021 - 07.2023
Senior Home Mortgage Consultant
Chase Bank
04.2017 - 01.2021
Senior Home Lending Advisor
Wells Fargo
01.2013 - 03.2016
Bachelor of Science - Business Management
Concordia University Irvine