Greg Bastian
Davenport,IA
Summary
Detail-oriented Mortgage Loan Officer with 20 years of experience. Adept at planning and working with clients for long periods of time. Committed to accuracy and financial success. Successfully manages high volumes of loan documentation in fast-paced environments with demanding productivity, funding and customer satisfaction targets. Familiar with verifying tax, credit, employment, loan, personal and residential histories. Comfortable working alone or with team members to accomplish tasks and enhance processes.
Overview
25
25
years of professional experience
Work History
Loan Partner
3 Keys Lending
Herriman, UT
04.2022 - Current
- Meet with customers to discuss loan options, talk about how to increase credit scores, and educate buyers on the importance of timely payments and credit management.
- Gathered client debt, credit and income information to determine loan eligibility.
- Met with applicants to obtain information for loan applications and answer questions about loan process.
- Helped clients fill out loan applications and find ideal loan options.
- Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
- Informed customers of application deadlines, approvals and denials.
- Kept detailed records regarding approved, denied and received loan applications.
- Complied applications and paperwork and double-checked for accuracy.
- Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information.
- Answered questions and advised customers regarding loans and transactions.
- Worked with third-party vendors to address and clear loan closing requirements.
CFO
Great River Real Estate, Inc
Davenport, IA
01.2011 - Current
- Manage portfolio of properties: Maintain occupancy levels, coordinate maintenance schedules, meet with inspectors and scout for additional properties to increase portfolio.
Loan Partner
Remarkable Home Loans
Spanish Fork, UT
04.2020 - 02.2022
- Meet with customers to discuss loan options, talk about how to increase credit scores, and educate buyers on the importance of timely payments and credit management.
- Developed and maintained relationships with local real estate agents.
- Gathered client debt, credit and income information to determine loan eligibility.
- Met with applicants to obtain information for loan applications and answer questions about loan process.
- Helped clients fill out loan applications and find ideal loan options.
- Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
- Informed customers of application deadlines, approvals and denials.
Finance Manager
Midwest Auto Loans
Davenport, IA
01.2019 - 11.2019
- Meet with customers to discuss loan options, talk about how to increase credit scores, and educate buyers on the importance of timely payments and credit management.
Mortgage Loan Officer
Vibrant Credit Union
Moline, IL
02.2018 - 01.2019
- Meet with members to discuss mortgage loan options, such as FHA, VA, USDA and Conventional loans that would best fit their needs
- Educate them on how the mortgage loan process works, I.e
- Met with applicants to obtain information for loan applications and answer questions about loan process.
- Gathered client debt, credit and income information to determine loan eligibility.
- Helped clients fill out loan applications and find ideal loan options.
- Informed customers of application deadlines, approvals and denials.
- Complied applications and paperwork and double-checked for accuracy.
- Submitted applications to credit analysts.
Education
Bachelor of Science - Business Management
07.1999
Second‐class Honors
Skills
- Financial Analysis
- Relationship Selling
- Document Analysis
- Credit Check Knowledge
- Desktop Underwriter Expert
- Client Account Management
- Loan Information Recording
- Loan Application Preparation
- Application Review
Timeline
Loan Partner - 3 Keys Lending
04.2022 - Current
Loan Partner - Remarkable Home Loans
04.2020 - 02.2022
Finance Manager - Midwest Auto Loans
01.2019 - 11.2019
Mortgage Loan Officer - Vibrant Credit Union
02.2018 - 01.2019
CFO - Great River Real Estate, Inc
01.2011 - Current
University of Southampton - Bachelor of Science, Business Management
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