Summary
Overview
Work History
Skills
Timeline
Generic

Donna Lessard

East Longmeadow,MA

Summary

Organized Mortgage Loan Officer with 17 years of experience in Loan Origination. Extensive real estate knowledge and success in client education. Adept at mathematical accuracy and following financial regulations.

Overview

9
9
years of professional experience

Work History

Mortgage Loan Officer

Holyoke Credit Union
07.2016 - 07.2023
  • 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.
  • 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
  • Developed extensive network of referral partners to source new mortgage loan opportunities
  • Worked with underwriters to fix application problems and resolve issues

Mortgage Loan Originator

William Raveis Real Estate Mortgage & Insurance
03.2014 - 07.2016
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Worked with underwriters to fix application problems and resolve issues.
  • Explained different types of loans pertaining to client situations.
  • Prepared documents for customers, submitting and overseeing through each step of closing process.
  • Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.

Mortgage Loan Officer

First Niagara Bank
August - Mar
  • 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.
  • Worked with underwriters to fix application problems and resolve issues.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.

Skills

  • LNMS Licensed
  • Bottom Line Loan Master Servicing
  • Customer Sevice
  • Active Listening and Learning
  • Knowlege of Mortgage Products
  • Multitasking Abilities
  • Planning and Coordination
  • Data Entry
  • Interpersonal Communication
  • Decision-Making

Timeline

Mortgage Loan Officer

Holyoke Credit Union
07.2016 - 07.2023

Mortgage Loan Originator

William Raveis Real Estate Mortgage & Insurance
03.2014 - 07.2016

Mortgage Loan Officer

First Niagara Bank
August - Mar

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Donna Lessard