Driven Loan Officer with track record in mortgage and home lending product sales. Demonstrating strong interpersonal skills and exceptional service throughout sales process.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Loan Officer
Magic Tax Solutions
07.2022 - 05.2024
Evaluating, authorizing, or recommending approval of loan applications for individuals and businesses.
Acting as an intermediary between businesses and financial institutions to help people acquire loans for various purposes, such as purchasing homes, financing education, or expanding businesses.
Ensuring all lending activities comply with federal and state regulations, as well as internal policies and procedures.
Monitoring loan repayment schedules, collecting payments, and managing delinquent accounts.
Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
General Manager
Waffle House
05.2019 - 06.2022
Managed a team of 15-25 employees while training new hires
Maintained staffing levels and budgets
Successfully implemented new policies and procedures to improve team efficiency
Planned and coordinated staffing schedules while processing payroll
Established and demonstrated new standards for the Waffle House policy by implementing new security measures, increased communication lines, and more accountability
Increased employee morale and attentiveness to leadership, which has established cohesiveness within the working environment
Trained personnel to improve their knowledge of customer service operations, safety processes, training programs, and procedures.
Financial Services Professional
Primerica Financial Services
10.2014 - 08.2020
Conducted weekly one-on-one meetings with team
Coached representatives towards effectively using their time to build clientele; supported the activity coaching (quantity & quality) initiative
Monitored the Daily Status Report (DSR) and took action on cases needing attention
Handled scheduling requirements and medical exams
Submitted applications
Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals
Strong customer relationship and customer service skills.
Receptionist
Voice of the Covenant World Outreach Center
10.2013 - 10.2015
Managed multi-line phone system
Handled and coordinated active calendars
Scheduled and confirmed meetings
Ensured file system based on office protocol
Managed and resolved client service problems
Delivered excellent customer service experiences.
Education
B.S. in Criminal Justice -
Southern University and A&M
Skills
Employee Engagement
Customer Service Management
Administrative Assistant
Training and Development
Negotiation
Upselling
Profit And Loss (P&L)
Payroll Processing
Data Entry
Financial Services
Strategic Planning
Inventory Control
Database Management
Documentation Review
Relationship building and management
Financial Advising
Certification
FINRA License
ServSafe
Timeline
Loan Officer
Magic Tax Solutions
07.2022 - 05.2024
General Manager
Waffle House
05.2019 - 06.2022
Financial Services Professional
Primerica Financial Services
10.2014 - 08.2020
Receptionist
Voice of the Covenant World Outreach Center
10.2013 - 10.2015
B.S. in Criminal Justice -
Southern University and A&M
FINRA License
ServSafe
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