EUGENE PURCELL

• Administered the Onboarding Process for new dealers and manufacturers credit line requests. Requests from $50000 to $15 million.
• Responsible for entire Onboarding Process from application to activation of credit line.
• Ensured accuracy of data for compliance and credit policy guidelines, understanding applicant organizational structure , while providing an exceptional applicant/customer experience.
• Maintained tracking, reporting, and forecasting of the active pipeline.
• Continually exceeded monthly targets of 20 new dealers.

Contacted leads provided to walk potential borrowers through total home purchase and loan process.

Managed over 50 customer calls per day.

• Interviewed applicants to assess loan requirements before suggesting offers.
• Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.

• Developed and implemented marketing campaigns to generate new business opportunities.
• Collaborated with sales agents, financial planners and accountants to attract clients and enhance beneficial partnerships.
• Analyzed loan applications and credit reports to determine loan eligibility and risk level.
• Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
• REASON FOR LEAVING- Laidoff 800 employees in December 2022

• Interviewed applicants to assess loan requirements before suggesting offers.
• Developed and maintained relationships with customers, lenders and other third parties.
• Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
• REASON FOR LEAVING- Laidoff 300 peoplE. Closed all offices nationally in Feb 2023

• Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
• Provided professional advice on loan applications by interviewing applicants, reviewing applications and verifying information gathered.

• Maintained referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
• Worked with Loan Officer to create application profile in system and review key information at various stages within process.
• Documented borrower's information in loan processing system and resolved any discrepancies.
• REASON FOR LEAVING- Bought out by Guaranteed Rate. Merged duplicate offices locally.

• Originated loans thru realtors, attorneys, financial planners, various community organizations , etc.
• Assisted NEW LO's in learning how to become efficient LO.
• Worked jointly with 50 million producer increasing volume by 15%

• Responsible for developing outside mortgage relationships.
• Assisted bank branch customers with their mortgage needs while selling bank products.