Gianna Grettler

Experience with mortgage loan software programs

• Upheld complete confidentiality of all submitted information according to release guidelines.
• Set up and completed loan submission packages.
• Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
• Maintained long-term relationships with customers to provide best-in-class customer service.
• Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
• Handled any conditions sent from underwriting departments.
• Experience with mortgage loan software program

• Helped obtain complete and accurate applications for loans by verifying, collecting, and updating information
• Compiled vital financial data from customers, including assets, salaries, and employment statuses
• Matched clients expertly to products by maintaining current knowledge of changing offerings and conditions
• Encouraged applications by discussing advantages and disadvantages of available financial products
• Assisted clients with selecting optimal loan products by explaining rates and terms
• Established effective credit policies and lines, procedures and standards for loans in collaboration with senior management
• Brought in new clients and increased revenue by promoting bank and available services
• Educated clients on barriers to loan qualification such as excessive spending and debt loads
• Met with applicants to obtain information for loan applications and answer questions about processes.

• Facilitated effective hiring with well-organized recruitment strategies targeted on quality candidates
• Increased employee morale and retention by organizing programs and events quarterly
• Oversaw and updated employee records to reflect accurate information or changes in employment status as needed
• Screened candidates by interviewing applicants and administering pre-employment evaluations
• Provided friendly and knowledgeable customer service to team members and employees daily
• Checked employment-related paperwork against standards for completion and necessary supporting documentation
• Improved employee performance by conducting reviews and communicating expectations with employees quarterly
• Identified areas for improving employee performance by maintaining training participation records and monitoring professional development during quarterly evaluations.