Geoffrey Weil
Galveston
Summary
Dynamic sales producer with a proven track record at Willow Bend Mortgage Company, excelling in self-sourced lead generation and nurturing strong client relationships. Goal-driven and knowledgeable in residential mortgage lending regulations, I consistently enhance client satisfaction and increase loan approval rates through effective communication and strategic referral management.
Overview
4
4
years of professional experience
Work History
Mortgage Loan Officer
Willow Bend Mortgage Company
02.2024 - Current
- Responsible for 100% self sourced lead generation and production.
- Established 100% self sourced sales partnerships.
- Maintaining healthily and happy sales relationships.
- Assisted clients in understanding mortgage options and processes.
- Gathered and verified financial documentation for loan applications.
- Educated borrowers on credit requirements and loan terms.
Mortgage Loan Officer
Cardinal Financial Company, Limited Partnership
11.2022 - 01.2024
- Responsible for 100% self sourced lead generation and production.
- Assisted clients in understanding mortgage options and processes.
- Collaborated with underwriters to ensure timely loan approvals.
- Utilized mortgage software to track application progress and updates.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
Mortgage Loan Officer
AmeriSave Mortgage Corporation
06.2022 - 11.2022
- Responsible for 100% self sourced lead generation and production.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Developed knowledge of industry regulations and compliance standards.
- Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Mortgage Loan Officer
Synergy One Lending
05.2021 - 06.2022
- Responsible for 100% self sourced lead generation and production.
- Supported loan processing team by organizing client files efficiently.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
Education
High School Diploma -
Herbert Hoover High School
Glendale, CA06-2003
Skills
- Sales production
- Maintaining healthy relationships
- Goal driven
- Business referral management
- Residential mortgage lending regulations and guidelines
Accomplishments
Rising Star, Rookie of the Year award Synergy One Lending.
Voted Top 3 Mortgage Lenders, Galveston Texas, 3rd year in the industry.
Timeline
Mortgage Loan Officer
Willow Bend Mortgage Company
02.2024 - Current
Mortgage Loan Officer
Cardinal Financial Company, Limited Partnership
11.2022 - 01.2024
Mortgage Loan Officer
AmeriSave Mortgage Corporation
06.2022 - 11.2022
Mortgage Loan Officer
Synergy One Lending
05.2021 - 06.2022
High School Diploma -
Herbert Hoover High School
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