Summary
Overview
Work History
Education
Skills
Timeline
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Donald House

Littleton,CO

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. Highly skilled Loan Specialist with expertise in data accuracy and security. Hardworking professional with over 30 years of assisting clients, scheduling payments and reviewing credit histories. Knowledgeable in all credit procedures. Highly skilled Loan Specialist with expertise in data accuracy and security.

Overview

29
29
years of professional experience

Work History

Mortgage Loan Originator

FBC Mortgage
03.2022 - Current
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Interviewed applicants to assess loan requirements before suggesting offers.
  • Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
  • Prepared documents for customers, submitting and overseeing through each step of closing process.
  • Collected information from banks, institutions and employers to assess applicant eligibility.
  • Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
  • Worked with underwriters to fix application problems and resolve issues.
  • Reviewed loan files and updated to match current standards.
  • Explained different types of loans pertaining to client situations.
  • Monitored pipelines to track and log status of loans.
  • Explained different types of loans pertaining to client situations
  • Prepared documents for customers, submitting and overseeing through each step of closing process
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs
  • Reviewed loan files and updated to match current standards
  • Interviewed applicants to assess loan requirements before suggesting offers
  • Fielded customer complaints and provided solutions
  • Checked loan documents for accuracy prior to closing
  • 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
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals
  • Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships
  • Worked with underwriters to fix application problems and resolve issues

Finance Director

AutoNation
03.1994 - 09.2021
  • Assisted with recruiting, interviewing and hiring new employees for department.
  • Monitored budget, revenue and variance trends for company, regularly apprising CEO of company's financial standing.
  • Verified compliance of financial policies and accounting procedures against federal regulations.
  • Established and enforced controls on revenue and expenses to protect company assets.
  • Spearheaded expansion strategies to increase business market share, drive growth and bring in more new customers into the store
  • Managed day-to-day operations with all the personal in the finance department for our organization.
  • Assessed expansion plans and presented costs to forecast trends and recommend changes.
  • Protected company assets with strategic risk management approaches.
  • Produced reports outlining financial data to assist management with making strategic plans and operational decisions.
  • Analyzed financial data regarding product performance and customer performance and developed reports for key stakeholders.
  • Increased revenue by assisting with operations management, sales and marketing efforts.

Education

Business Administration Curriculum - Business Administration

University of Wyoming
Laramie

Associate of Applied Science - Finance

Casper College
Casper Wyoming
05.1974

Skills

  • Credit Check Knowledge
  • Negotiation Tactics
  • Mortgage Loan Closing
  • Financial Database Analysis
  • Sales Forecasting
  • Agent Collaboration
  • Customer Proposals
  • Real Estate Lending Processes
  • Mortgage Plan Advising
  • Client Interviews
  • Financial Analysis
  • Pre-Approval Process
  • Underwriting Support
  • NMLS Registration
  • Knowledge of VA Loan Process

Timeline

Mortgage Loan Originator

FBC Mortgage
03.2022 - Current

Finance Director

AutoNation
03.1994 - 09.2021

Business Administration Curriculum - Business Administration

University of Wyoming

Associate of Applied Science - Finance

Casper College

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Donald House