Elizabeth Jacobsen
Bradenton
Summary
Dynamic Senior Loan Officer with a proven track record in the Mortgage industry, specializing in FHA and VA loans and demonstrating exceptional communication skills. Excelled in building customer relationships, achieving high matrix scores, and staying abreast of industry trends. Expert in risk assessment, ensuring smooth loan processes and high customer satisfaction.
Overview
14
14
years of professional experience
Work History
Senior Mortgage Loan Officer
M/I Financial
Lakewood Ranch
08.2024 - Current
- Working alongside the New Home Consultants to qualify new home buyers interested in a new home build.
- Meet and exceed quick turn times for spec home closings.
- Work closely with our team to obtain high matrix scores, to achieve bonuses, and to meet company goals.
- Provided guidance to customers regarding loan products, eligibility requirements, application processes, documentation requirements.
- Delivered high levels of customer service to facilitate smooth processes.
- Maintained strong knowledge base of lending regulations, best practices and industry trends.
Senior Mortgage Loan Officer
Lennar Mortgage
Tampa
02.2024 - 08.2024
- Worked alongside New Home Consultants to qualify new home buyers interested in a new home build.
- Meet and exceed quick turn times for spec home closings.
- Work closely with our team to obtain high matrix scores, to achieve bonuses, and to meet company goals.
- Processed challenging loan applications for first-time borrowers, self-employed applicants and borrowers with problematic credit histories.
- Provided guidance to customers regarding loan products, eligibility requirements, application processes, documentation requirements.
- Assessed feasibility of loan approval by reviewing financial histories, available credit and current employment.
- Delivered high levels of customer service to facilitate smooth processes.
- Maintained strong knowledge base of lending regulations, best practices and industry trends.
SENIOR MORTGAGE LOAN OFFICER
Trustco Bank
Albany
06.2023 - 02.2024
- Participated in industry events and conferences to build relationships and gain market intelligence
- 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
- Developed and implemented marketing campaigns to generate new business opportunities
- Develop training classes for Realtor Partners
SENIOR MORTGAGE LOAN OFFICER
Clear Path Mortgage Solutions
Albany
01.2023 - 06.2023
- Participated in industry events and conferences to build relationships and gain market intelligence
- 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 MORTGAGE LOAN OFFICER
Fairway Independent Mortgage
Saratoga
01.2022 - 12.2022
- Participated in industry events and conferences to build relationships and gain market intelligence
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings
SENIOR MORTGAGE LOAN OFFICER
Sunmark Credit Union
Latham
01.2011 - 01.2022
- Developed and grew New Construction Department by making and maintaining builder and Modular companies relationships
- Training on the products and processes to staff and Realtor partners
- Participated in industry events and conferences to build relationships and gain market intelligence
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates
Education
Junior College of Albany
Albany NYSkills
- Communication and interpersonal abilities
- Risk Assessment Competence
- Customer Relationship Management
- Conventional Loan Knowledge
- Real estate market awareness
- FHA and VA Loan Knowledge
- Construction-to-Perm and End Loan Product Specialist
Timeline
Senior Mortgage Loan Officer
M/I Financial
08.2024 - Current
Senior Mortgage Loan Officer
Lennar Mortgage
02.2024 - 08.2024
SENIOR MORTGAGE LOAN OFFICER
Trustco Bank
06.2023 - 02.2024
SENIOR MORTGAGE LOAN OFFICER
Clear Path Mortgage Solutions
01.2023 - 06.2023
SENIOR MORTGAGE LOAN OFFICER
Fairway Independent Mortgage
01.2022 - 12.2022
SENIOR MORTGAGE LOAN OFFICER
Sunmark Credit Union
01.2011 - 01.2022
Junior College of Albany
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