DONNA HOLMES
Bellevue,WA
Summary
Organized Mortgage Loan Officer with 30 years of experience in residential mortgage lending. Extensive real estate knowledge and success in client education. Adept at mathematical accuracy and following financial regulations.
Overview
4
4
years of professional experience
Work History
Mortgage Loan Officer
CMG Mortgage
04.2023 - 09.2023
- Worked with underwriters to fix application problems and resolve issues.
- 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.
- Explained different types of loans pertaining to client situations.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- 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.
- Checked loan documents for accuracy prior to closing.
- Fielded customer complaints and provided solutions.
- Assisted customers with completing loan applications and other paperwork.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Transition Team Mortgage Loan Officer
Homebridge Financial
05.2019 - 03.2023
- 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.
- Worked with underwriters to fix application problems and resolve issues.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
- 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.
- Checked loan documents for accuracy prior to closing.
- Explained different types of loans pertaining to client situations.
- Fielded customer complaints and provided solutions.
- 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.
- Explained very technical financial information to applicants in easy to understand language.
Education
Bachelor of Arts - Sociology
University of Washington
Seattle, WA09.1990
Skills
- Teamwork and Collaboration
- Excellent Communication
- Active Listening
- Financial transactions expertise
Timeline
Mortgage Loan Officer
CMG Mortgage
04.2023 - 09.2023
Transition Team Mortgage Loan Officer
Homebridge Financial
05.2019 - 03.2023
Bachelor of Arts - Sociology
University of Washington
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