Erika Mouser
Centennial,CO
Summary
Experienced Loan Officer adept at assessing customer needs, providing suitable products and guiding customers through loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service.
Overview
20
20
years of professional experience
Work History
Senior Loan Officer
Custom Lending
05.2019 - Current
- Developed strong relationships with customers through high levels of customer service.
- Recommended loan approvals and denials based on customer loan application reviews.
- Advised clients on mortgage, education and personal loans.
- Developed and maintained relationships with local real estate agents.
- Utilized risk management strategies to attain high loan approval rates.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Examined customer loan applications for loan approvals and denials.
Senior Loan Officer
Land Home Financial
01.2019 - 04.2019
- Submitted loan applications to underwriter for verification and recommendations.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Developed and maintained relationships with local real estate agents.
- Reviewed and edited loan agreements to promote efficiency and accuracy.
- Advised clients on mortgage, education and personal loans.
Senior Loan Officer
Ideal Home Loans
09.2017 - 01.2019
- Top salesperson my first full year there; 2018
- Submitted loan applications to underwriter for verification and recommendations.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Reviewed and edited loan agreements to promote efficiency and accuracy.
- Advised clients on mortgage, education and personal loans.
- Examined customer loan applications for loan approvals and denials.
Financial Advisor
Edward Jones
02.2008 - 01.2010
- Held Series 7, 66 and 63 licenses
- Managed office with $22 million under assets
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Senior Loan Officer
United Mortgage
04.2003 - 02.2008
- Co-owned and managed company
- Hired and trained loan officers
- Responsible for signing up with new lenders, marketing company and generating business
- Submitted loan applications to underwriter for verification and recommendations.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Reviewed and edited loan agreements to promote efficiency and accuracy.
Education
No Degree - Natural Resources Management
Colorado State University
Fort Collins, COHigh School Diploma -
Chatfield High School
Littleton, COSkills
- Excellent Time Management
- Financial Advisement
- Loan Product Promotion
- Customer Interaction
- Sales Expertise
Timeline
Senior Loan Officer
Custom Lending
05.2019 - Current
Senior Loan Officer
Land Home Financial
01.2019 - 04.2019
Senior Loan Officer
Ideal Home Loans
09.2017 - 01.2019
Financial Advisor
Edward Jones
02.2008 - 01.2010
Senior Loan Officer
United Mortgage
04.2003 - 02.2008
No Degree - Natural Resources Management
Colorado State University
High School Diploma -
Chatfield High School
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