Erik Oberbruner
Walnut Creek,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.
Made presidents club 2020 2021 Bring in over 75 million in loans over those 2 years
Overview
21
21
years of professional experience
Work History
Mortgage Consultant
Diversified Capital Funding
02.2014 - Current
- Oversaw sales and underwriting processes of mortgage lending office.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
- Explained different types of loans pertaining to client situations.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
Wholesale Sales Representative
First Allied Funding
03.2003 - 04.2014
- Provided superior service to customers by quickly responding to requests, suggestions and concerns.
- Developed methods and procedures to increase sales, expand markets and promote business.
- Contacted regular and prospective customers to demonstrate products, explain product features and solicit orders.
- Negotiated pricing with vendor suppliers to fit customer's budget and generate maximum gross profit.
- Managed prospective leads and existing accounts to accurately forecast revenue and develop long-term business partnerships.
Education
High School Diploma -
Northgate High School
Walnut Creek, CA05.1996
Timeline
Mortgage Consultant
Diversified Capital Funding
02.2014 - Current
Wholesale Sales Representative
First Allied Funding
03.2003 - 04.2014
High School Diploma -
Northgate High School
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