Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
8a
George  Steinhauser

George Steinhauser

Bethlehem,PA

Summary

Driven Loan Officer with track record in mortgage origination and relationship building. High level success in outside sales, research and recruiting of referral partners. Demonstrating strong interpersonal skills and exceptional service throughout the elongated sales process. Adept at assessing customer needs, providing suitable products and guiding customers through the loan process from start to finish and post closing. Handles complex financial transactions using in-depth knowledge of products, services and lending regulations. Develops strong customer relationships by providing excellent service leading to high retention level. Proven track record of high conversion. Constantly exceeds weekly and monthly production goals. Deep understanding of credit analysis,. Great time management and task prioritization skills. Works extremely well with little to no supervision. Annual training in data accuracy and corporate security. Over 11 years of assisting clients, scheduling payments and reviewing credit histories. Team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

11
11
years of professional experience

Work History

Senior Loan Officer

Paragon Home Loans / Fairway Independent Mortgage
03.2019 - Current
  • 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.
  • Maintained strict confidentiality of bank records and client information.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Developed strong relationships with customers through high levels of customer service.
  • Advised clients on mortgage, education and personal loans.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Examined customer loan applications for loan approvals and denials.
  • Collaborated with other departments to promptly process loan applications.
  • Negotiated loan terms to provide favorable outcomes for both customers and lenders.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
  • Explained very technical financial information to applicants in easy to understand language.
  • Approved loan applications based on customer creditworthiness and provided detailed financial advice.

Senior Loan Consultant

Caliber Home Loans
12.2016 - 02.2019
  • Worked with underwriters to fix application problems and resolve issues.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.

Mortgage Loan Originator

Gateway Funding / Finance Of America
06.2012 - 12.2016
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Worked with underwriters to fix application problems and resolve issues.
  • Explained different types of loans pertaining to client situations.
  • Prepared documents for customers, submitting and overseeing through each step of closing process.

Education

Associate of Arts - Communications / Public Relations

Kutztown University of Pennsylvania
Kutztown, PA
05.1994

Skills

  • Financial Analysis Aptitude
  • Application Preparation
  • Business Development
  • Loan Officer Training
  • Financial Advisement
  • Sales Expertise
  • Customer Proposals
  • Excellent Time Management
  • Client Interviews & Relationships
  • Sales Pipeline Maintenance
  • Financial History Documentation
  • Document Analysis
  • Loan Product Promotion
  • Creative Solutions
  • Complex Problem-Solving
  • Program Requirements & Regulations
  • Database Management
  • Remote Video Conferencing
  • Expense Validation
  • Customer Relationship Management

Accomplishments

  • Received “Employee of the Month” service award in April, July, November 2019. January, April, August 2020. February, June, 2021. May, June July, August, 2022 and March, May, July 2023
  • Awarded Presidents Club Company Sales Trip in 2013, 2014, 2015
  • 2020, 2021, 2022 average 131% in required Face To Face Meetings each week.
  • 2020, 2021, 2022 average 155% in hand written Thank You notes written
  • 2020, 2021, 2022 average 172% in documented "Great Conversations" had where we ask for business, introduction to someone else who can provide business or invite to class / training we are offering for business development
  • 2020, 2021, 2022 - office leader in conversion percentage on new business partners

Timeline

Senior Loan Officer

Paragon Home Loans / Fairway Independent Mortgage
03.2019 - Current

Senior Loan Consultant

Caliber Home Loans
12.2016 - 02.2019

Mortgage Loan Originator

Gateway Funding / Finance Of America
06.2012 - 12.2016

Associate of Arts - Communications / Public Relations

Kutztown University of Pennsylvania
George Steinhauser