Detail-oriented mortgage loan officer with several years of experience. Adept at planning and working with clients for long periods of time. Committed to accuracy and financial success.
Overview
3
3
years of professional experience
Work History
Mortgage Loan Officer
The Mortgage Calculator
Work From Home
02.2025 - Current
Kept detailed records regarding approved, denied and received loan applications.
Prepared loan documents such as commitment letters, closing statements, promissory notes and deed of trust.
Developed and implemented strategies to meet monthly loan targets.
Collected and verified financial information from applicants.
Established and nurtured relationships with real estate agents and other industry professionals.
Created reports summarizing activities such as originations, denials and delinquencies.
Updated client account information and records in company databases.
Reviewed credit histories from applicants and determined feasibility of granting requested loans.
Evaluated existing customer accounts for refinancing opportunities or additional services offered by the company.
Monitored loan progress, ensuring timely processing and closing.
Participated in team meetings, trainings conducted by management staff regarding updates on products, services offered by the company.
Provided personalized loan options to meet clients' financial needs.
Sales Representative
Concentrix
Work From Home, TX
02.2023 - 09.2023
Collaborated with team members to develop effective sales plans.
Maintained accurate records of customer interactions and transactions.
Placed orders and answered customer questions in-person, through email, and over phone to maximize customer service.
Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
Customer Service Representative
CVS Pharmacy
Dallas , TX
02.2022 - 12.2022
Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
Resolved customer complaints promptly and efficiently.
Provided accurate information about products and services to customers.
Resolved complex problems by working with other departments to provide solutions that meet customer needs.
Recommended improvements in products, service and billing methods to management to prevent future problems.